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Dan IVES Wedbush AI Revolution ETF (IVES) Institutional Ownership

$39.58 +1.08 (+2.81%)
As of 03:36 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$193.99M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$57.02M
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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
8/22/2026 Box Hill Private Wealth LLC8,281$316K0.3%-34.8%0.030%
8/22/2026 TD Waterhouse Canada Inc.3,616$137K0.0%-98.3%0.013%
8/22/2026 Concurrent Investment Advisors LLC9,428$359K0.0%N/A0.034%
8/20/2026 Wedbush Securities Inc.262,186$9.99M0.3%-71.4%0.950%
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%
6/3/2026 NewEdge Advisors LLC136,159$3.86M0.0%+4.7%0.450%
5/28/2026 Cozad Asset Management Inc.31,657$898K0.1%+5.6%0.105%
5/22/2026 Verus Capital Partners LLC24,500$695K0.0%+59.6%0.081%
5/19/2026 NewEdge Advisors LLC136,159$3.86M0.1%+4.7%0.450%
5/18/2026Sunbelt Securities Inc.7,073$201K0.0%+202.3%0.023%
5/18/2026 Royal Bank of Canada12,520$355K0.0%-91.8%0.041%
5/14/2026 Lido Advisors LLC14,668$416K0.0%+3.7%0.048%
5/13/2026 Cetera Investment Advisers99,892$2.83M0.0%-36.8%0.330%
5/6/2026 Independent Financial Group LLC17,780$504K0.0%N/A0.059%
5/5/2026 NFSG Corp3,115$88K0.0%+309.9%0.010%
5/5/2026 Sigma 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%
4/30/2026 Kestra Advisory Services LLC30,524$866K0.0%+20.6%0.101%
4/29/2026 Marino Stram & Associates LLC15,313$434K0.1%+9.7%0.051%
4/28/2026 Pennsylvania Capital Management Inc. ADV38,593$1.10M0.3%+1.9%0.128%
4/27/2026 HB Wealth Management LLC18,181$516K0.0%N/A0.060%
4/27/2026 Private Advisor Group LLC8,000$227K0.0%-65.0%0.026%
4/23/2026 BXM Wealth LLC31,580$896K0.7%-68.9%0.103%
4/23/2026 Apollon Wealth Management LLC58,499$1.66M0.0%+70.4%0.191%
4/22/2026 Janney Montgomery Scott LLC29,640$841K0.0%-61.8%0.097%
4/20/2026 Ritholtz Wealth Management10,163$288K0.0%+54.5%0.033%
4/17/2026 Krilogy Financial LLC32,970$935K0.0%-18.7%0.108%
4/17/2026 Everstar Asset Management LLC20,033$568K0.3%N/A0.065%
2/20/2026Sunbelt Securities Inc.2,340$74K0.0%+1,989.3%0.007%
2/18/2026 NewEdge Advisors LLC130,074$4.11M0.0%+37.0%0.405%
2/18/2026 VestGen Advisors LLC15,964$505K0.0%+22.4%0.050%
2/18/2026 Concentric Capital Strategies LP60,542$1.91M0.1%-81.5%0.188%
2/17/2026 AQR Capital Management LLC12,050$381K0.0%N/A0.038%
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2/17/2026 Cetera Investment Advisers158,020$5.00M0.0%-22.8%0.492%
2/17/2026 Royal Bank of Canada152,599$4.82M0.0%+1,277.2%0.475%
2/16/2026 MML Investors Services LLC11,530$364K0.0%+20.9%0.036%
2/16/2026 Mariner LLC22,556$713K0.0%+81.4%0.070%
2/13/2026 Kestra Advisory Services LLC25,316$800K0.0%+9.7%0.079%
2/13/2026 Stifel Financial Corp141,773$4.48M0.0%+84.2%0.441%
2/12/2026 Federation des caisses Desjardins du Quebec2,685$85K0.0%+16.7%0.008%
2/12/2026 Commonwealth Equity Services LLC71,585$2.26M0.0%+71.7%0.223%
2/12/2026 Tripletail Wealth Management LLC2,100$66K0.1%N/A0.007%
2/12/2026 Titleist Asset Management LLC88,384$2.79M0.2%+86.5%0.275%
2/12/2026 Wedbush Securities Inc.814,241$25.74M0.8%+15.8%2.535%
2/12/2026 Longitude Cayman Ltd.133,000$4.20M1.8%N/A0.414%
2/12/2026 First Wilshire Securities Management Inc.11,500$364K0.1%N/A0.036%
2/11/2026 Janney Montgomery Scott LLC77,552$2.45M0.0%+7.8%0.241%
2/11/2026 LPL Financial LLC46,870$1.48M0.0%-68.6%0.146%
2/11/2026 Verus Capital Partners LLC15,351$485K0.0%+134.9%0.048%
2/10/2026 Cibc World Market Inc.14,466$457K0.0%+42.9%0.045%
2/10/2026 Lido Advisors LLC14,141$448K0.0%N/A0.044%
2/9/2026 Box Hill Private Wealth LLC10,196$322K0.3%N/A0.032%
2/9/2026 HBK Sorce Advisory LLC7,991$243K0.0%N/A0.025%
2/6/2026 Griffin Asset Management Inc.21,347$675K0.1%-2.2%0.066%
2/6/2026 HighTower Advisors LLC543,805$17.19M0.0%+157.3%1.693%
2/5/2026 Thrivent Financial for Lutherans2,471,633$78.13M0.1%N/A7.695%
2/5/2026 Allworth 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%
2/4/2026 Cascades Capital Asset Management LLC3,910$124K0.1%N/A0.012%
2/4/2026 Seelaus Asset Management LLC7,165$226K0.2%N/A0.023%
2/4/2026 MADDEN SECURITIES Corp20,335$643K0.2%+2.5%0.064%
2/3/2026 International Assets Investment Management LLC7,443$235K0.0%N/A0.023%
2/3/2026 Coston McIsaac & Partners1,126$35K0.0%+203.5%0.004%
2/2/2026 Sun Financial Inc18,523$586K0.3%N/A0.058%
2/2/2026 Mutual Advisors LLC16,534$523K0.0%+10.7%0.052%
1/30/2026 Sigma Planning Corp6,512$206K0.0%N/A0.021%
1/28/2026 O ROURKE & COMPANY Inc39,028$1.23M0.5%+61.3%0.123%
1/27/2026 TD Waterhouse Canada Inc.258,969$8.18M0.1%+342.2%0.817%
1/27/2026 Krilogy Financial LLC40,575$1.33M0.0%+3.8%0.128%
1/27/2026 Institute for Wealth Management LLC.7,729$244K0.0%N/A0.024%
1/26/2026 Pennsylvania Capital Management Inc. ADV37,859$1.20M0.3%+210.2%0.120%
1/26/2026CWM LLC3,330$105K0.0%+140.4%0.011%
1/26/2026 CMC 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%
1/22/2026 Curran Financial Partners LLC6,872$217K0.0%N/A0.022%
1/20/2026 BXM 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%
1/15/2026 Silver Oak Securities Incorporated6,333$202K0.0%-12.7%0.021%
1/15/2026Jaffetilchin Investment Partners LLC7,914$250K0.0%N/A0.026%
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1/12/2026 DAVENPORT & Co LLC18,525$586K0.0%+2.5%0.060%
1/12/2026 Daymark 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%
12/2/2025 Allworth Financial LP19,137$615K0.0%N/A0.065%
12/1/2025 CMC Financial Group24,117$775K1.4%N/A0.081%
11/24/2025 TD Capital Management LLC1,080$35K0.0%N/A0.004%
11/24/2025CIBC Private Wealth Group LLC2,655$85K0.0%+43.5%0.009%
11/18/2025 Advisory Services Network LLC1,765$57K0.0%N/A0.006%
11/17/2025 NewEdge Advisors LLC94,977$3.05M0.0%N/A0.320%


IVES Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 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), HighTower Advisors LLC ($17.19M), Wedbush Securities Inc. ($9.99M), Stifel Financial Corp ($4.48M), Longitude Cayman Ltd. ($4.20M), Avior Wealth Management LLC ($4.04M), and NewEdge Advisors LLC ($3.86M).Learn more on Dan IVES Wedbush AI Revolution ETF's institutional investors.

Of the 96 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 6,096,747 shares in the last 24 months. This purchase volume represents approximately $193.99M in transactions.

Of the 18 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: Wedbush Securities Inc. ($654.55K), Concentric Capital Strategies LP ($267.28K), TD Waterhouse Canada Inc. ($203.13K), Royal Bank of Canada ($140.08K), Cetera Investment Advisers ($104.87K), LPL Financial LLC ($102.50K), and BXM Wealth LLC ($69.99K).

Institutional investors have sold a total of 1,656,160 shares in the last 24 months. This volume of shares sold represents approximately $57.02M in transactions.


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Institutional ownership data for NYSEARCA:IVES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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