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Applied FIN IVS US Smid ETF (IVSS)

CUSIP: 26923W108 | NYSE | 13 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

EverSource Wealth Advisors, LLC193,894
0.2% of portfolio›$5.5M
Atwood & Palmer Inc128,278
0.2% of portfolio›$3.7M
Farther Finance Advisors, LLC42,574
0.0% of portfolio›$1.2M
CIBC World Market Inc.42,100
0.0% of portfolio›$1.2M
Accurate Wealth Management, LLC29,439
0.1% of portfolio›$876.9K
Newman Dignan & Sheerar, Inc.28,222
0.2% of portfolio›$806.7K
Old Port Advisors8,695
0.0% of portfolio›$248.5K
Tectonic Advisors LLC7,760
0.0% of portfolio›$221.8K
StyleTurnoverLocationFiled
EverSource Wealth Advisors, LLC
193,894$5.5M0.2%CoreMediumBirmingham, AL2026-11-04
Atwood & Palmer Inc
128,278$3.7M0.2%CoreVery LowKansas City, MO2026-10-08
Farther Finance Advisors, LLC
42,574$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
CIBC World Market Inc.
42,100$1.2M0.0%ValueMediumToronto, Australia2026-11-10
Accurate Wealth Management, LLC
29,439$876.9K0.1%CoreMediumWesley Chapel, FL2026-10-20
Newman Dignan & Sheerar, Inc.
28,222$806.7K0.2%ETFLowProvidence, RI2026-10-21
Old Port Advisors
8,695$248.5K0.0%GARPLowPortland, ME2026-10-23
Tectonic Advisors LLC
7,760$221.8K0.0%YieldLowFrisco, TX2026-10-22