APPLIED FINANCE IVS US SMID ETF ETF is a security (CUSIP 26923W108) tracked across SEC portfolio filings. 10 institutional managers reported $15.4M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | BIRMINGHAM, AL | $5.5M | 183,118 |
| ATWOOD & PALMER INC | KANSAS CITY, MO | $3.7M | 123,009 |
| Advisory Services Network, LLC | Atlanta, GA | $2.5M | 96,604 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $1.1M | 36,891 |
| Newman Dignan & Sheerar, Inc. | PROVIDENCE, RI | $853K | 28,504 |
| Accurate Wealth Management, LLC | WESLEY CHAPEL, FL | $782K | 25,976 |
| CIBC WORLD MARKET INC. | TORONTO, A6 | $398K | 15,350 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $358K | 13,800 |
| TECTONIC ADVISORS LLC | FRISCO, TX | $232K | 7,760 |
| UBS Group AG | Zurich, V8 | $26 | 1 |