IVSS ETF OPPORTUNITIES TRUST
FollowAPPLIED FIN IVS (fund)
9 managers (9 13F filers) reported a position in IVSS shares at 2026-03-31, 555,983 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 7
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 555,983
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 224,789 | $5.83M | 0.18% | new | 13F-HR/ATimelineGroup |
| ATWOOD & PALMER INC | 123,235 | $3.2M | 0.18% | new | 13F-HRTimeline |
| Advisory Services Network, LLC | 96,604 | $2.51M | 0.03% | +16,464 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 35,816 | $933K | 0.01% | +20,175 | 13F-HRTimeline |
| Newman Dignan & Sheerar, Inc. | 27,722 | $719K | 0.15% | new | 13F-HRTimeline |
| Accurate Wealth Management, LLC | 18,666 | $501K | 0.06% | new | 13F-HRTimeline |
| CIBC WORLD MARKET INC. | 15,350 | $398K | <0.01% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 13,800 | $358K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1 | $26 | <0.01% | new | 13F-HRTimelineGroup |