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Dan IVES Wedbush AI Revolution ETF (IVES) Institutional Ownership

Dan IVES Wedbush AI Revolution ETF logo
$27.68 -0.04 (-0.14%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$5.90M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.64M
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IVES Institutional Buying and Selling by Quarter

Dan IVES Wedbush AI Revolution ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.32,660$885K0.0%N/A0.252%
7/25/2025 Griffin Asset Management Inc.21,224$575K0.1%N/A0.164%
7/24/2025 JFS Wealth Advisors LLC1,307$35K0.0%N/A0.010%
7/23/2025 MADDEN SECURITIES Corp19,835$538K0.2%N/A0.158%
7/18/2025 Marino Stram & Associates LLC9,627$261K0.1%N/A0.077%
7/17/2025 Albion Financial Group UT1,000$27K0.0%N/A0.008%
7/9/2025 Krilogy Financial LLC33,586$911K0.1%N/A0.285%
2/14/2025Jane Street Group LLC19,468$945K0.0%-60.5%2.995%
2/11/2025LPL Financial LLC16,348$793K0.0%-2.4%2.515%
1/24/2025 Spire Wealth Management2,140$104K0.0%N/A0.329%
11/20/2024Virtu Financial LLC15,269$733K0.0%N/A2.349%
11/15/2024Jane Street Group LLC49,237$2.36M0.0%+343.3%7.575%
8/7/2024Wedbush Securities Inc.41,745$1.90M0.1%-7.4%6.422%
(Data available from 1/1/2016 forward)

IVES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVES shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Dan IVES Wedbush AI Revolution ETF. The most heavily invested institutionals were Wedbush Securities Inc. ($1.90M), Jane Street Group LLC ($945K), Krilogy Financial LLC ($911K), Envestnet Asset Management Inc. ($885K), LPL Financial LLC ($793K), Virtu Financial LLC ($733K), and Griffin Asset Management Inc. ($575K).Learn more on Dan IVES Wedbush AI Revolution ETF's institutional investors.

Which institutional investors have been buying Dan IVES Wedbush AI Revolution ETF's stock?

Of the 10 institutional investors that purchased Dan IVES Wedbush AI Revolution ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($38.13K), Krilogy Financial LLC ($33.59K), Envestnet Asset Management Inc. ($32.66K), Griffin Asset Management Inc. ($21.22K), MADDEN SECURITIES Corp ($19.84K), Virtu Financial LLC ($15.27K), and Marino Stram & Associates LLC ($9.63K).

How much institutional buying is happening at Dan IVES Wedbush AI Revolution ETF?

Institutional investors have bought a total of 174,777 shares in the last 24 months. This purchase volume represents approximately $5.90M in transactions.

Which of Dan IVES Wedbush AI Revolution ETF's major shareholders have been selling company stock?

The following institutional investors have sold Dan IVES Wedbush AI Revolution ETF stock in the last 24 months: Jane Street Group LLC ($29.77K), Wedbush Securities Inc. ($3.36K), and LPL Financial LLC ($402.00).

How much institutional selling is happening at Dan IVES Wedbush AI Revolution ETF?

Institutional investors have sold a total of 33,531 shares in the last 24 months. This volume of shares sold represents approximately $1.64M in transactions.



This page (NYSEARCA:IVES) was last updated on 8/5/2025 by MarketBeat.com Staff
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