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Dan IVES Wedbush AI Revolution ETF (IVES) Institutional Ownership

$34.19 +0.21 (+0.62%)
As of 04:10 PM Eastern
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)
$204.12M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$17.46M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/18/2026NewEdge 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%
2/16/2026 MML Investors Services LLC11,530$364K0.0%+20.9%0.036%
2/16/2026Mariner LLC22,556$713K0.0%+81.4%0.070%
2/13/2026 Kestra 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%
2/12/2026 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%
2/12/2026Longitude Cayman Ltd.133,000$4.20M1.8%N/A0.414%
2/12/2026First Wilshire Securities Management Inc.11,500$364K0.1%N/A0.036%
2/11/2026 Janney 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%
2/5/2026 Thrivent 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%
2/3/2026 Coston McIsaac & Partners1,126$35K0.0%+203.5%0.004%
2/2/2026Sun 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%
1/28/2026O 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%
1/27/2026 Krilogy Financial LLC40,575$1.33M0.0%+3.8%0.128%
1/27/2026Institute for Wealth Management LLC.7,729$244K0.0%N/A0.024%
1/26/2026 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%
1/23/2026 U.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%
1/20/2026Wealth 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%
1/12/2026Daymark 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%
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%
11/12/2025Per Stirling Capital Management LLC.26,360$847K0.1%N/A0.089%
11/12/2025Cresset Asset Management LLC17,753$570K0.0%N/A0.060%
11/12/2025Group One Trading LLC3,090$99K0.0%N/A0.010%
11/12/2025MGB Wealth Management LLC49,052$1.58M0.4%N/A0.165%
11/12/2025US Bancorp DE900$29K0.0%N/A0.003%
11/10/2025Cozad Asset Management Inc.26,128$839K0.1%N/A0.088%
11/10/2025 First Heartland Consultants Inc.197,721$6.35M0.5%+1,406.2%0.667%
11/10/2025Verus Capital Partners LLC6,535$210K0.0%N/A0.022%
11/7/2025PNC Financial Services Group Inc.2,400$77K0.0%-57.9%0.008%
11/7/2025HighTower Advisors LLC211,379$6.79M0.0%+1,312.7%0.713%
11/7/2025 Pennsylvania Capital Management Inc. ADV12,205$392K0.1%N/A0.041%
11/6/2025 Wedbush Securities Inc.703,406$22.59M0.7%+111.4%2.373%
11/6/2025Cibc World Market Inc.10,121$325K0.0%N/A0.034%
11/6/2025 Krilogy Financial LLC39,099$1.32M0.0%+16.4%0.132%
11/5/2025 Runnymede Capital Advisors Inc.12,713$408K0.3%N/A0.043%
11/5/2025 Titleist Asset Management LLC47,381$1.52M0.1%N/A0.160%


IVES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVES shares?

During the previous two years, 93 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), First Heartland Consultants Inc. ($10.19M), TD Waterhouse Canada Inc. ($8.18M), Cetera Investment Advisers ($5.00M), and Royal Bank of Canada ($4.82M).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 91 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 Royal Bank of Canada ($141.52K).

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

Institutional investors have bought a total of 6,524,019 shares in the last 24 months. This purchase volume represents approximately $204.12M in transactions.

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

Of the 12 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), LPL Financial LLC ($102.50K), BXM Wealth LLC ($69.99K), Janney Montgomery Scott LLC ($47.91K), Cetera Investment Advisers ($46.74K), Private Advisor Group LLC ($14.83K), and Krilogy Financial LLC ($7.61K).

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

Institutional investors have sold a total of 567,177 shares in the last 24 months. This volume of shares sold represents approximately $17.46M in transactions.


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This page (NYSEARCA:IVES) was last updated on 5/5/2026 by MarketBeat.com Staff.
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