# APPLIED FINANCE IVS US SMID ETF ETF

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.

## Summary

- Issuer: APPLIED FINANCE IVS US SMID ETF
- Class: ETF
- CUSIP: 26923W108
- 13F holders: 10
- 13F value: $15.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [EverSource Wealth Advisors, LLC](https://search.stillhousedata.com/firm/286340) | BIRMINGHAM, AL | $5.5M | 183,118 |
| [ATWOOD & PALMER INC](https://search.stillhousedata.com/firm/104995) | KANSAS CITY, MO | $3.7M | 123,009 |
| Advisory Services Network, LLC | Atlanta, GA | $2.5M | 96,604 |
| [Farther Finance Advisors, LLC](https://search.stillhousedata.com/firm/302050) | SAN FRANCISCO, CA | $1.1M | 36,891 |
| [Newman Dignan & Sheerar, Inc.](https://search.stillhousedata.com/firm/107565) | 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](https://search.stillhousedata.com/firm/139713) | FRISCO, TX | $232K | 7,760 |
| UBS Group AG | Zurich, V8 | $26 | 1 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/26923W108.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.