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Applied FIN IVS US Smid ETF (IVSS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
EverSource Wealth Advisors, LLC
INCREASED
Shares193,894 from 183,118
Change+10,776 (+6%)
Value$5.5M (+$62.8K)
Filed 2026-11-04
Atwood & Palmer Inc
INCREASED
Shares128,278 from 123,009
Change+5,269 (+4%)
Value$3.7M (-$14.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares42,574 from 36,891
Change+5,683 (+15%)
Value$1.2M (+$113.0K)
Filed 2026-10-08
CIBC World Market Inc.
INCREASED
Shares42,100 from 21,850
Change+20,250 (+93%)
Value$1.2M (+$549.6K)
Filed 2026-11-10
Accurate Wealth Management, LLC
INCREASED
Shares29,439 from 25,976
Change+3,463 (+13%)
Value$876.9K (+$94.8K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED
Shares28,222 from 28,504
Change-282 (-1%)
Value$806.7K (-$46.2K)
Filed 2026-10-21
Old Port Advisors
NEW
Shares8,695
Change+8,695
Value$248.5K
Filed 2026-10-23
Tectonic Advisors LLC
UNCHANGED
Shares7,760 from 7,760
Change0 (0%)
Value$221.8K (-$10.4K)
Filed 2026-10-22
Advisory Services Network, LLC
N/A
Shares— from 101,391
Change-101,391 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,195
Change-18,195 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Status
EverSource Wealth Advisors, LLC
INCREASED193,894183,118+10,776+6%$5.5M$5.5M+$62.8K2026-11-04
Atwood & Palmer Inc
INCREASED128,278123,009+5,269+4%$3.7M$3.7M-$14.1K2026-10-08
Farther Finance Advisors, LLC
INCREASED42,57436,891+5,683+15%$1.1M$1.2M+$113.0K2026-10-08
CIBC World Market Inc.
INCREASED42,10021,850+20,250+93%$653.8K$1.2M+$549.6K2026-11-10
Accurate Wealth Management, LLC
INCREASED29,43925,976+3,463+13%$782.1K$876.9K+$94.8K2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED28,22228,504-282-1%$852.9K$806.7K-$46.2K2026-10-21
Old Port Advisors
NEW8,695—+8,695——$248.5K—2026-10-23
Tectonic Advisors LLC
UNCHANGED7,7607,76000%$232.2K$221.8K-$10.4K2026-10-22
Advisory Services Network, LLC
N/A—101,391-101,391-100%$3.0M———
Citadel Advisors LLC
N/A—18,195-18,195-100%$544.4K———
GTS Securities LLC
N/A—7,629-7,629-100%$228.3K———
Showing 11 of 11 institutions