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Dan IVES Wedbush AI Revolution ETF (IVES) Institutional Ownership

$35.00 -0.64 (-1.80%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$207.55M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$24.17M
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IVES Institutional Buying and Selling by Quarter

Dan IVES Wedbush AI Revolution ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Redhawk Wealth Advisors Inc.5,460$208K0.0%N/A0.019%
7/9/2026 World Equity Group Inc.20,444$779K0.2%-5.0%0.070%
7/8/2026 First Heartland Consultants Inc.55,763$2.13M0.1%-29.4%0.192%
7/8/2026 Castle Rock Wealth Management LLC65,575$2.49M0.5%+7.7%0.226%
7/7/2026 Avior Wealth Management LLC106,132$4.04M0.1%N/A0.364%
7/2/2026 Box Hill Private Wealth LLC8,281$316K0.3%-34.8%0.028%
7/2/2026 Versant Capital Management Inc1,015$39K0.0%N/A0.003%
6/3/2026NewEdge Advisors LLC136,159$3.86M0.0%+4.7%0.450%
5/28/2026Cozad Asset Management Inc.31,657$898K0.1%+5.6%0.105%
5/22/2026Verus Capital Partners LLC24,500$695K0.0%+59.6%0.081%
5/19/2026NewEdge Advisors LLC136,159$3.86M0.1%+4.7%0.450%
5/18/2026Sunbelt Securities Inc.7,073$201K0.0%+202.3%0.023%
5/18/2026Royal Bank of Canada12,520$355K0.0%-91.8%0.041%
5/14/2026Lido Advisors LLC14,668$416K0.0%+3.7%0.048%
5/13/2026Cetera Investment Advisers99,892$2.83M0.0%-36.8%0.330%
5/6/2026 Independent Financial Group LLC17,780$504K0.0%N/A0.059%
5/5/2026NFSG Corp3,115$88K0.0%+309.9%0.010%
5/5/2026Sigma Planning Corp13,679$388K0.0%+110.1%0.045%
5/4/2026 Kellett Wealth Advisors LLC7,880$224K0.1%-35.6%0.026%
5/2/2026 International Assets Investment Management LLC6,183$177K0.0%-16.9%0.020%
4/30/2026Kestra Advisory Services LLC30,524$866K0.0%+20.6%0.101%
4/29/2026Marino Stram & Associates LLC15,313$434K0.1%+9.7%0.051%
4/28/2026Pennsylvania Capital Management Inc. ADV38,593$1.10M0.3%+1.9%0.128%
4/27/2026HB Wealth Management LLC18,181$516K0.0%N/A0.060%
4/27/2026Private Advisor Group LLC8,000$227K0.0%-65.0%0.026%
4/23/2026BXM Wealth LLC31,580$896K0.7%-68.9%0.103%
4/23/2026 Apollon Wealth Management LLC58,499$1.66M0.0%+70.4%0.191%
4/22/2026Janney Montgomery Scott LLC29,640$841K0.0%-61.8%0.097%
4/20/2026Ritholtz Wealth Management10,163$288K0.0%+54.5%0.033%
4/17/2026Krilogy Financial LLC32,970$935K0.0%-18.7%0.108%
4/17/2026Everstar Asset Management LLC20,033$568K0.3%N/A0.065%
2/20/2026Sunbelt Securities Inc.2,340$74K0.0%+1,989.3%0.007%
2/18/2026NewEdge Advisors LLC130,074$4.11M0.0%+37.0%0.405%
2/18/2026VestGen Advisors LLC15,964$505K0.0%+22.4%0.050%
2/18/2026Concentric Capital Strategies LP60,542$1.91M0.1%-81.5%0.188%
2/17/2026AQR Capital Management LLC12,050$381K0.0%N/A0.038%
2/17/2026Cetera Investment Advisers158,020$5.00M0.0%-22.8%0.492%
2/17/2026Royal Bank of Canada152,599$4.82M0.0%+1,277.2%0.475%
2/16/2026MML Investors Services LLC11,530$364K0.0%+20.9%0.036%
2/16/2026Mariner LLC22,556$713K0.0%+81.4%0.070%
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2/13/2026Kestra Advisory Services LLC25,316$800K0.0%+9.7%0.079%
2/13/2026Stifel Financial Corp141,773$4.48M0.0%+84.2%0.441%
2/12/2026Federation des caisses Desjardins du Quebec2,685$85K0.0%+16.7%0.008%
2/12/2026Commonwealth Equity Services LLC71,585$2.26M0.0%+71.7%0.223%
2/12/2026Tripletail Wealth Management LLC2,100$66K0.1%N/A0.007%
2/12/2026 Titleist Asset Management LLC88,384$2.79M0.2%+86.5%0.275%
2/12/2026Wedbush Securities Inc.814,241$25.74M0.8%+15.8%2.535%
2/12/2026Longitude Cayman Ltd.133,000$4.20M1.8%N/A0.414%
2/12/2026First Wilshire Securities Management Inc.11,500$364K0.1%N/A0.036%
2/11/2026Janney Montgomery Scott LLC77,552$2.45M0.0%+7.8%0.241%
2/11/2026LPL Financial LLC46,870$1.48M0.0%-68.6%0.146%
2/11/2026Verus Capital Partners LLC15,351$485K0.0%+134.9%0.048%
2/10/2026Cibc World Market Inc.14,466$457K0.0%+42.9%0.045%
2/10/2026Lido Advisors LLC14,141$448K0.0%N/A0.044%
2/9/2026 Box Hill Private Wealth LLC10,196$322K0.3%N/A0.032%
2/9/2026HBK Sorce Advisory LLC7,991$243K0.0%N/A0.025%
2/6/2026 Griffin Asset Management Inc.21,347$675K0.1%-2.2%0.066%
2/6/2026HighTower Advisors LLC543,805$17.19M0.0%+157.3%1.693%
2/5/2026Thrivent Financial for Lutherans2,471,633$78.13M0.1%N/A7.695%
2/5/2026Allworth Financial LP22,579$714K0.0%+18.0%0.070%
2/5/2026 Castle Rock Wealth Management LLC57,822$1.80M0.4%+10.5%0.180%
2/4/2026Cascades Capital Asset Management LLC3,910$124K0.1%N/A0.012%
2/4/2026 Seelaus Asset Management LLC7,165$226K0.2%N/A0.023%
2/4/2026MADDEN SECURITIES Corp20,335$643K0.2%+2.5%0.064%
2/3/2026 International Assets Investment Management LLC7,443$235K0.0%N/A0.023%
2/3/2026Coston McIsaac & Partners1,126$35K0.0%+203.5%0.004%
2/2/2026Sun Financial Inc18,523$586K0.3%N/A0.058%
2/2/2026Mutual Advisors LLC16,534$523K0.0%+10.7%0.052%
1/30/2026Sigma Planning Corp6,512$206K0.0%N/A0.021%
1/28/2026O ROURKE & COMPANY Inc39,028$1.23M0.5%+61.3%0.123%
1/27/2026TD Waterhouse Canada Inc.258,969$8.18M0.1%+342.2%0.817%
1/27/2026Krilogy Financial LLC40,575$1.33M0.0%+3.8%0.128%
1/27/2026Institute for Wealth Management LLC.7,729$244K0.0%N/A0.024%
1/26/2026Pennsylvania Capital Management Inc. ADV37,859$1.20M0.3%+210.2%0.120%
1/26/2026CWM LLC3,330$105K0.0%+140.4%0.011%
1/26/2026CMC Financial Group24,769$783K1.4%+2.7%0.078%
1/23/2026 Farther Finance Advisors LLC20,825$658K0.0%+71.4%0.067%
1/23/2026U.S. Capital Wealth Advisors LLC98,914$3.13M0.1%+732.6%0.321%
1/23/2026 Kellett Wealth Advisors LLC12,241$387K0.2%+15.9%0.040%
1/22/2026 Apollon Wealth Management LLC34,325$1.09M0.0%+63.5%0.111%
1/22/2026Curran Financial Partners LLC6,872$217K0.0%N/A0.022%
1/20/2026BXM Wealth LLC101,572$3.21M0.3%+815.9%0.329%
1/20/2026 Wealth Management Associates Inc.7,150$226K0.1%N/A0.023%
1/16/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,040$444K0.0%N/A0.045%
1/15/2026Silver Oak Securities Incorporated6,333$202K0.0%-12.7%0.021%
1/15/2026Jaffetilchin Investment Partners LLC7,914$250K0.0%N/A0.026%
1/12/2026 DAVENPORT & Co LLC18,525$586K0.0%+2.5%0.060%
1/12/2026Daymark Wealth Partners LLC9,037$286K0.0%N/A0.029%
1/9/2026 First Heartland Consultants Inc.322,364$10.19M0.8%+63.0%1.052%
1/8/2026 True Wealth Design LLC6,166$195K0.1%N/A0.020%
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12/2/2025Allworth Financial LP19,137$615K0.0%N/A0.065%
12/1/2025CMC Financial Group24,117$775K1.4%N/A0.081%
11/24/2025TD Capital Management LLC1,080$35K0.0%N/A0.004%
11/24/2025CIBC Private Wealth Group LLC2,655$85K0.0%+43.5%0.009%
11/18/2025Advisory Services Network LLC1,765$57K0.0%N/A0.006%
11/17/2025NewEdge Advisors LLC94,977$3.05M0.0%N/A0.320%
11/17/2025Mariner LLC12,433$399K0.0%+35.3%0.042%
11/14/2025Raymond James Financial Inc.14,595$469K0.0%N/A0.049%
11/14/2025Concentric Capital Strategies LP327,825$10.53M0.5%+109.2%1.106%
11/13/2025BNP Paribas Financial Markets31,700$1.02M0.0%N/A0.107%


IVES Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of Dan IVES Wedbush AI Revolution ETF. The most heavily invested institutionals were Thrivent Financial for Lutherans ($78.13M), Wedbush Securities Inc. ($25.74M), HighTower Advisors LLC ($17.19M), TD Waterhouse Canada Inc. ($8.18M), Stifel Financial Corp ($4.48M), Longitude Cayman Ltd. ($4.20M), and Avior Wealth Management LLC ($4.04M).Learn more on Dan IVES Wedbush AI Revolution ETF's institutional investors.

Of the 95 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: Thrivent Financial for Lutherans ($2.47M), Wedbush Securities Inc. ($814.24K), HighTower Advisors LLC ($528.84K), First Heartland Consultants Inc. ($309.24K), TD Waterhouse Canada Inc. ($258.97K), Concentric Capital Strategies LP ($171.11K), and NewEdge Advisors LLC ($142.24K).

Institutional investors have bought a total of 6,600,758 shares in the last 24 months. This purchase volume represents approximately $207.55M in transactions.

Of the 16 institutional investors that sold Dan IVES Wedbush AI Revolution ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Concentric Capital Strategies LP ($267.28K), Royal Bank of Canada ($140.08K), Cetera Investment Advisers ($104.87K), LPL Financial LLC ($102.50K), BXM Wealth LLC ($69.99K), Janney Montgomery Scott LLC ($47.91K), and First Heartland Consultants Inc. ($23.19K).

Institutional investors have sold a total of 794,068 shares in the last 24 months. This volume of shares sold represents approximately $24.17M in transactions.


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This page (NYSEARCA:IVES) was last updated on 7/25/2026 by MarketBeat.com Staff.
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