Go Pro
→ The cat is out the bag (From Porter & Company) (Ad)tc pixel Free IVES Stock Alerts

Dan IVES Wedbush AI Revolution ETF (IVES) Institutional Ownership

$39.98 -0.28 (-0.70%)
As of 02:16 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$194.89M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$24.17M
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
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%
5/28/2026Cozad 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%
5/18/2026Royal 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%
5/5/2026NFSG 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%
2/18/2026Concentric Capital Strategies LP60,542$1.91M0.1%-81.5%0.188%
2/17/2026AQR Capital Management LLC12,050$381K0.0%N/A0.038%
2/17/2026 Cetera 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%
2/16/2026 MML Investors Services LLC11,530$364K0.0%+20.9%0.036%
2/16/2026Mariner LLC22,556$713K0.0%+81.4%0.070%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
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%
2/12/2026Federation 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%
2/12/2026Tripletail Wealth Management LLC2,100$66K0.1%N/A0.007%
2/12/2026 Titleist Asset Management LLC88,384$2.79M0.2%+86.5%0.275%
2/12/2026 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%
2/12/2026First 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%
2/10/2026Cibc 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%
2/5/2026Thrivent 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%
2/4/2026Cascades Capital Asset Management LLC3,910$124K0.1%N/A0.012%
2/4/2026 Seelaus Asset Management LLC7,165$226K0.2%N/A0.023%
2/4/2026 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%
2/2/2026Mutual Advisors LLC16,534$523K0.0%+10.7%0.052%
1/30/2026 Sigma Planning Corp6,512$206K0.0%N/A0.021%
1/28/2026O 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%
1/26/2026CMC 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%
1/22/2026 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%
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%
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
12/2/2025 Allworth Financial LP19,137$615K0.0%N/A0.065%
12/1/2025CMC 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%
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 6,133,918 shares in the last 24 months. This purchase volume represents approximately $194.89M 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.


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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
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
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Why November 27 Is Quickly Becoming America's Most Important Financial Date in Decades
An estimated $10 trillion could move through a little known government initiative, according to analyst Joel L...
Altimetry | Sponsoredtc pixel