Who Owns Applied Finance IVS US SMID ETF (IVSS)?Hedge Fund & Institutional Holders

$25.59-0.05 (-0.18%)Financial ServicesNASDAQ

Institutional Holders

3

as of Q4 2025

Total Institutional Value

$20.0B

% of Float Held

QoQ Change in Holders

+3 / -0

Price History

$25.08$25.70$26.32$26.94$27.56Dec 25Jan 26Mar 26

IVSS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Advisory Services Network, LLCNew Position+80K+$2.0M
Farther Finance Advisors, LLCNew Position+16K+$394K
GTS SECURITIES LLCNew Position+31K+$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Advisory Services Network, LLC80,140$2.0M0.03%Share
2Farther Finance Advisors, LLC15,641$394K0.00%Share
3GTS SECURITIES LLC30,894$00.00%Share

Similar Stocks by Institutional Ownership

As of Q4 2025, 3 institutional investors hold IVSS (Applied Finance IVS US SMID ETF). The largest holder is Advisory Services Network, LLC with $2.0M in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own IVSS?

As of Q4 2025, 3 institutional investors report holding IVSS (Applied Finance IVS US SMID ETF) in their 13F filings.

Who is the largest institutional holder of IVSS?

The largest institutional holder of IVSS is Advisory Services Network, LLC with $2.0M in shares.

Is institutional ownership of IVSS increasing or decreasing?

This quarter, 3 institutions opened new positions in IVSS and 0 closed their positions.