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Applied FIN IVS Intl LRG ETF (IVSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Farther Finance Advisors, LLC
INCREASED
Shares15,865 from 14,915
Change+950 (+6%)
Value$456.4K (+$26.0K)
Filed 2026-10-08
Thor Investment Management Inc
INCREASED
Shares7,554 from 7,388
Change+166 (+2%)
Value$217.3K (+$4.1K)
Filed 2026-10-13
TAGStone Capital, Inc.
INCREASED
Shares7,087 from 7,059
Change+28 (+0%)
Value$343.9K (+$17.5K)
Filed 2026-11-09
Advisory Services Network, LLC
N/A
Shares— from 112,677
Change-112,677 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 22,650
Change-22,650 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Farther Finance Advisors, LLC
INCREASED15,86514,915+950+6%$430.4K$456.4K+$26.0K2026-10-08
Thor Investment Management Inc
INCREASED7,5547,388+166+2%$213.2K$217.3K+$4.1K2026-10-13
TAGStone Capital, Inc.
INCREASED7,0877,059+28+0%$326.5K$343.9K+$17.5K2026-11-09
Advisory Services Network, LLC
N/A—112,677-112,677-100%$3.3M———
CIBC World Market Inc.
N/A—22,650-22,650-100%$653.6K———
Jane Street Group, LLC
N/A—9,685-9,685-100%$279.5K———
UBS Group AG
N/A—11-11-100%$317———
Showing 7 of 7 institutions