Free Trial
→ Your book attached (From Profits Run) (Ad)tc pixel Free IVES Stock Alerts

Dan IVES Wedbush AI Revolution ETF (IVES) Institutional Ownership

$41.35 -0.04 (-0.10%)
Closing price 04:10 PM Eastern
Extended Trading
$41.42 +0.07 (+0.18%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$194.37M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$58.64M
Get IVES Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dan IVES Wedbush AI Revolution ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IVES Institutional Buying and Selling by Quarter

Dan IVES Wedbush AI Revolution ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Castle Rock Wealth Management LLC44,621$1.89M0.4%-32.0%0.183%
10/9/2026First Heartland Consultants Inc.40,543$1.66M0.1%-27.3%0.166%
10/8/2026Farther Finance Advisors LLC38,256$1.57M0.0%+7.5%0.157%
10/8/2026Avidian Wealth Enterprises LLC21,741$892K0.0%+45.0%0.089%
10/8/2026Tactive Advisors LLC8,800$361K0.1%N/A0.036%
10/5/2026Box Hill Private Wealth LLC8,554$351K0.3%+3.3%0.035%
9/8/2026Allworth Financial LP20,113$766K0.0%-14.9%0.073%
8/22/2026Box Hill Private Wealth LLC8,281$316K0.3%-34.8%0.030%
8/22/2026TD Waterhouse Canada Inc.3,616$137K0.0%-98.3%0.013%
8/22/2026Concurrent Investment Advisors LLC9,428$359K0.0%N/A0.034%
8/20/2026Wedbush Securities Inc.262,186$9.99M0.3%-71.4%0.950%
7/10/2026Redhawk Wealth Advisors Inc.5,460$208K0.0%N/A0.019%
7/9/2026World Equity Group Inc.20,444$779K0.2%-5.0%0.070%
7/8/2026First Heartland Consultants Inc.55,763$2.13M0.1%-29.4%0.192%
7/8/2026Castle Rock Wealth Management LLC65,575$2.49M0.5%+7.7%0.226%
7/7/2026Avior Wealth Management LLC106,132$4.04M0.1%N/A0.364%
7/2/2026Box 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%
5/6/2026Independent 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%
5/4/2026Kellett Wealth Advisors LLC7,880$224K0.1%-35.6%0.026%
5/2/2026International 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%
4/23/2026Apollon 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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%
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%
2/12/2026Titleist 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%
2/9/2026Box Hill Private Wealth LLC10,196$322K0.3%N/A0.032%
2/9/2026HBK Sorce Advisory LLC7,991$243K0.0%N/A0.025%
2/6/2026Griffin 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%
2/5/2026Castle 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%
2/4/2026Seelaus Asset Management LLC7,165$226K0.2%N/A0.023%
2/4/2026MADDEN SECURITIES Corp20,335$643K0.2%+2.5%0.064%
2/3/2026International 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%
1/23/2026Farther 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%
1/23/2026Kellett Wealth Advisors LLC12,241$387K0.2%+15.9%0.040%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
1/22/2026Apollon 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%
1/20/2026Wealth Management Associates Inc.7,150$226K0.1%N/A0.023%
1/16/2026Empirical 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%
1/12/2026DAVENPORT & Co LLC18,525$586K0.0%+2.5%0.060%
1/12/2026Daymark Wealth Partners LLC9,037$286K0.0%N/A0.029%
1/9/2026First Heartland Consultants Inc.322,364$10.19M0.8%+63.0%1.052%


IVES Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 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 98 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 6,103,346 shares in the last 24 months. This purchase volume represents approximately $194.37M in transactions.

Of the 20 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 1,695,860 shares in the last 24 months. This volume of shares sold represents approximately $58.64M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel