ETF Opportunities Trust - IVSS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | History | Reduced | 183,118 | 5,479 | 0.18% | 0.18% | 1 | -41,671 | -18.54% | Q2 2026 | Jul 24, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 123,009 | 3,680 | 0.2% | 0.18% | 2 | -226 | -0.18% | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 101,391 | 3,033 | 0.03% | 0.03% | 3 | +4,787 | 4.96% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,891 | 1,103 | 0.01% | 0.01% | 4 | +1,075 | 3.0% | Q2 2026 | Jul 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 28,504 | 852 | 0.16% | 0.15% | 5 | +782 | 2.82% | Q2 2026 | Jul 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 25,976 | 782 | 0.07% | 0.06% | 6 | +7,310 | 39.16% | Q2 2026 | Jul 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 21,850 | 653 | 0.0% | 0.0% | 7 | +6,500 | 42.35% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,195 | 544 | 0.0% | — | 8 | +18,195 | New | Q2 2026 | Sep 02, 2026 |
| TECTONIC ADVISORS LLC | History | New | 7,760 | 232 | 0.01% | — | 9 | +7,760 | New | Q2 2026 | Jul 15, 2026 |
| GTS SECURITIES LLC | History | New | 7,629 | 228 | 0.0% | — | 10 | +7,629 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |