Institutional Ownership
Applied Finance Ivs Us Smid ETF
CUSIP 26923W108ETFIVSSQ1 2026
Institutional Holders
9
13F filers
Shares Held
556.0K
Aggregate institutional
Institutional Value
$14.45M
Q1 2026
Net New Holders
+6
7 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased2
Decreased0
Sold out1
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Eversource Wealth Advisors, LLC | 224.8K | $5.83M | +224.8K | New |
| 2 | Atwood & Palmer Inc | 123.2K | $3.20M | +123.2K | New |
| 3 | Advisory Services Network, LLC | 96.6K | $2.51M | +16.5K | Added |
| 4 | Farther Finance Advisors, LLC | 35.8K | $932.9K | +20.2K | Added |
| 5 | Newman Dignan & Sheerar, Inc. | 27.7K | $719.3K | +27.7K | New |
| 6 | Accurate Wealth Management, LLC | 18.7K | $500.6K | +18.7K | New |
| 7 | Cibc World Market Inc. | 15.3K | $398.3K | +15.3K | New |
| 8 | Jane Street Group, LLC | 13.8K | $358.1K | +13.8K | New |
| 9 | Ubs Group AG | 1 | $26 | +1 | New |