ETF Opportunities Trust (IVSS): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IVSS (all 13F filers)
- EverSource Wealth Advisors183 KWealth adviser−42 K
- Atwood & Palmer123 KType not verified−226
- Advisory Services Network101 KType not verified+4,787
- Farther Finance Advisors37 KType not verified+1,075
- Newman Dignan & Sheerar29 KType not verified+782
- Accurate Wealth Management26 KWealth adviser+7,310
- Cibc World Market22 KBank or trading desk+6,500
- Citadel Advisors18 KQuant or multi-manager+18 K
- Tectonic Advisors7,760Type not verified+7,760
- GTS Securities7,629Bank or trading desk+7,629
- Shares
- 183 K
- Change
- −42 K
See more
- Type
- Wealth adviser
- Value
- $5.5M
- Shares
- 123 K
- Change
- −226
See more
- Type
- Type not verified
- Value
- $3.7M
- Shares
- 101 K
- Change
- +4,787
See more
- Type
- Type not verified
- Value
- $3.0M
- Shares
- 37 K
- Change
- +1,075
See more
- Type
- Type not verified
- Value
- $1.1M
- Newman Dignan & Sheerar
- Shares
- 29 K
- Change
- +782
See more
- Type
- Type not verified
- Value
- $853K
- Shares
- 26 K
- Change
- +7,310
See more
- Type
- Wealth adviser
- Value
- $782K
- Shares
- 22 K
- Change
- +6,500
See more
- Type
- Bank or trading desk
- Value
- $654K
- Shares
- 18 K
- Change
- +18 K
See more
- Type
- Quant or multi-manager
- Value
- $544K
- Shares
- 7,760
- Change
- +7,760
See more
- Type
- Type not verified
- Value
- $232K
- Shares
- 7,629
- Change
- +7,629
See more
- Type
- Bank or trading desk
- Value
- $228K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗