APPLIED FINANCE IVS US SMID ETF
CUSIP 26923W108
Applied Finance Ivs US Smid Etf has 9 institutional holders in Filings Flow’s 13F database, together reporting 556.0K shares worth $14M as of Q1 2026. The largest reported holders are Eversource Wealth Advisors, LLC, Atwood & Palmer Inc, and Advisory Services Network, LLC.
Institutional Holders
9
Q1 2026
Reported Value
$14M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ATWOOD & PALMER INC$1.9B AUM | 0.20% | $4M | 123.0K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.18% | $6M | 224.8K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.16% | $852,925 | 28.5K | Q2 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.06% | $500,615 | 18.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $3M | 96.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $778,992 | 30.9K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $932,889 | 35.8K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $398,333 | 15.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $358,066 | 13.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.