IVSS

Applied Fin Ivs Us Smid Etf

Latest period2026 - Q1Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 9 superinvestors own shares of Applied Fin Ivs Us Smid Etf (IVSS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Applied Fin Ivs Us Smid Etf (IVSS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Applied Fin Ivs Us Smid Etf (IVSS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Applied Fin Ivs Us Smid Etf (IVSS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Glenn G. Waddell@Eversource Wealth Advisors, Llc
Recent Activity
New Position
0.18%
$5.833M
224,789 shares@ 25.95 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
New Position
0.19%
$3.198M
123,235 shares@ 25.95 avg price
Laura Tedball@Advisory Services Network, Llc
Recent Activity
Increased 20.55%
0.04%
$2.507M
96,604 shares@ 25.95 avg price
Christopher C. Powers@Farther Finance Advisors, Llc
Recent Activity
Increased 128.99%
0.01%
$932,889
35,816 shares@ 26.05 avg price
Richard Cavanagh@Newman Dignan & Sheerar, Inc.
Recent Activity
New Position
0.16%
$719,297
27,722 shares@ 25.95 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
New Position
0.07%
$500,615
18,666 shares@ 26.82 avg price
Teri Tian@Cibc World Market Inc.
Recent Activity
New Position
0.01%
$398,333
15,350 shares@ 25.96 avg price
Jeremy Kahn@Jane Street Group, Llc
Recent Activity
New Position
0.01%
$358,066
13,800 shares@ 25.95 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
New Position
0.01%
$26
1 shares@ 26.0 avg price

1-9 of 9