ETF OPPORTUNITIES TRUST (IVSS)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
10
Reporting holders
$16.6M
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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | $5.5M | 183,118 | 0.18% | 2q | -18.5%-$1.2M |
| ATWOOD & PALMER INC | $3.7M | 123,009 | 0.20% | 2q | HELD |
| Advisory Services Network, LLC | $3.0M | 101,391 | 0.03% | 3q | +5.0%+$143.2K |
| Farther Finance Advisors, LLC | $1.1M | 36,891 | 0.01% | 3q | +3.0%+$32.2K |
| Newman Dignan & Sheerar, Inc. | $852.9K | 28,504 | 0.16% | 2q | +2.8%+$23.4K |
| Accurate Wealth Management, LLC | $782.1K | 25,976 | 0.07% | 2q | +39.2%+$220.1K |
| CIBC WORLD MARKET INC. | $653.8K | 21,850 | 0.00% | 2q | +42.3%+$194.5K |
| CITADEL ADVISORS LLC | $544.4K | 18,195 | 0.00% | new | NEW |
| TECTONIC ADVISORS LLC | $232.2K | 7,760 | 0.01% | new | NEW |
| GTS SECURITIES LLC | $228.3K | 7,629 | 0.00% | new | NEW |
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 | 10 | $16.6M | 554,323 | 3 | 5 | 1 | 0.0% |
| Q1 2026 | 9 | $14.4M | 555,983 | 7 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $3.2M | 126,675 | 3 | 0 | 0 | 0.0% |