ETF OPPORTUNITIES TRUST (IVSI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
7
Reporting holders
$5.2M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | $3.3M | 112,677 | 0.04% | 3q | +3.0%+$95.9K |
| CIBC WORLD MARKET INC. | $653.6K | 22,650 | 0.00% | 2q | +40.2%+$187.6K |
| Farther Finance Advisors, LLC | $430.4K | 14,915 | 0.00% | 3q | +27.7%+$93.3K |
| TAGStone Capital, Inc. | $326.5K | 7,059 | 0.10% | 2q | HELD |
| JANE STREET GROUP, LLC | $279.5K | 9,685 | 0.00% | new | NEW |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $213.2K | 7,388 | 0.12% | new | NEW |
| UBS Group AG | $317 | 11 | 0.00% | 2q | +37.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $5.2M | 174,385 | 2 | 4 | 0 | 0.0% |
| Q1 2026 | 6 | $4.6M | 170,641 | 3 | 2 | 1 | 0.0% |
| Q4 2025 | 4 | $3.5M | 135,410 | 4 | 0 | 0 | 0.0% |