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 | Added to | 193,894 | 5,542 | 0.18% | 0.18% | 1 | +10,776 | 5.88% | Q3 2026 | Nov 04, 2026 |
| ATWOOD & PALMER INC | History | Added to | 128,278 | 3,666 | 0.19% | 0.2% | 2 | +5,269 | 4.28% | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 101,391 | 3,033 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,574 | 1,216 | 0.01% | 0.01% | 4 | +5,683 | 15.4% | Q3 2026 | Oct 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 42,100 | 1,203 | 0.0% | 0.0% | 5 | +20,250 | 92.68% | Q3 2026 | Nov 10, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 29,439 | 876 | 0.08% | 0.07% | 6 | +3,463 | 13.33% | Q3 2026 | Oct 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 28,222 | 806 | 0.15% | 0.16% | 7 | -282 | -0.99% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,195 | 544 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Old Port Advisors | History | New | 8,695 | 248 | 0.05% | — | 9 | +8,695 | New | Q3 2026 | Oct 23, 2026 |
| GTS SECURITIES LLC | History | No change | 7,629 | 228 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 7,760 | 221 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |