APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
4
Reporting holders
$2.6M
Reported value
0.0%
Held as options
+2
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 | $1.3M | 55,652 | 0.02% | 2q | +23.9%+$259.6K |
| GTS SECURITIES LLC | $573.7K | 23,687 | 0.01% | 2q | +135.0%+$329.5K |
| Farther Finance Advisors, LLC | $346.1K | 14,290 | 0.00% | new | NEW |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $290.3K | 11,988 | 0.17% | 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 | 4 | $2.6M | 105,617 | 2 | 2 | 0 | 0.0% |
| Q1 2026 | 2 | $1.3M | 55,015 | 2 | 0 | 0 | 0.0% |