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 | New | 224,789 | 5,832 | 0.18% | — | 1 | +224,789 | New | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | New | 123,235 | 3,197 | 0.18% | — | 2 | +123,235 | New | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 96,604 | 2,506 | 0.03% | 0.03% | 3 | +16,464 | 20.54% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,816 | 932 | 0.01% | 0.0% | 4 | +20,175 | 128.99% | Q1 2026 | Apr 07, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 27,722 | 719 | 0.15% | — | 5 | +27,722 | New | Q1 2026 | Apr 13, 2026 |
| Accurate Wealth Management, LLC | History | New | 18,666 | 500 | 0.06% | — | 6 | +18,666 | New | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | New | 15,350 | 398 | 0.0% | — | 7 | +15,350 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,800 | 358 | 0.0% | — | 8 | +13,800 | New | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,894 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |