Institutional Ownership
Applied Finance Ivs Us Smid ETF
CUSIP 26923W108ETFIVSSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
9
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Eversource Wealth Advisors, LLC | 224.8K | $5.83M |
| 2 | Atwood & Palmer Inc | 123.2K | $3.20M |
| 3 | Advisory Services Network, LLC | 96.6K | $2.51M |
| 4 | Farther Finance Advisors, LLC | 35.8K | $932.9K |
| 5 | Newman Dignan & Sheerar, Inc. | 27.7K | $719.3K |
| 6 | Accurate Wealth Management, LLC | 18.7K | $500.6K |
| 7 | Cibc World Market Inc. | 15.3K | $398.3K |
| 8 | Jane Street Group, LLC | 13.8K | $358.1K |
| 9 | Ubs Group AG | 1 | $26 |