DAN WEDBUSH AI REV ETF IVES
$37.28
-1.7% 52w: $25.75 – $41.73
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data25.7533.7441.73
Jun 20, 2025 Jul 2, 2026
Institutional holders
120
+1 QoQ
13F value
$145.6M
-36.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.5×
$1.5M calls / $1.0M puts
Institutional value by quarter
Number of holders
Who owns IVES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEDBUSH SECURITIES INC | Diversified mechanical | 916.7K | $26.0M | 0.8% | +12.6% |
| HighTower Advisors, LLC | Diversified mechanical | 677.5K | $19.2M | 0.0% | +24.6% |
| NEW WAVE WEALTH ADVISORS LLC | Wealth advisor | 265.2K | $7.5M | 2.6% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 260.7K | $7.4M | 0.0% | New |
| Willow Financial LLC | Wealth advisor | 252.9K | $7.2M | 7.3% | +162.6% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 206.7K | $5.9M | 0.0% | -20.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 185.8K | $5.3M | 0.0% | +5.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 182.5K | $5.2M | 0.0% | +28.7% |
| Longitude (Cayman) Ltd. ★3 | Fundamental concentrated | 158.0K | $4.5M | 3.9% | +18.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 136.2K | $3.9M | 0.0% | +4.7% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 119.4K | $3.4M | 0.3% | +35.1% |
| U.S. Capital Wealth Advisors, LLC | Other | 102.3K | $2.9M | 0.1% | +3.4% |
| Cetera Investment Advisers | Wealth advisor | 99.9K | $2.8M | 0.0% | -36.8% |
| First Heartland Consultants, Inc. | Wealth advisor | 79.0K | $2.2M | 0.2% | -75.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 73.3K | $2.1M | 0.0% | +38.7% |
| Snowden Capital Advisors LLC | Diversified mechanical | 63.7K | $1.8M | 0.0% | +5.0% |
| Castle Rock Wealth Management, LLC | Other | 60.9K | $1.8M | 0.4% | +5.3% |
| Apollon Wealth Management, LLC | Diversified mechanical | 58.5K | $1.7M | 0.0% | +70.4% |
| O'ROURKE & COMPANY, Inc | Wealth advisor | 56.8K | $1.6M | 0.6% | +45.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 53.1K | $1.5M | 0.0% | -25.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 47.0K | $1.3M | 0.0% | New |
| LPL Financial LLC | Bank broker | 46.0K | $1.3M | 0.0% | -1.8% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | Wealth advisor | 38.6K | $1.1M | 0.3% | +1.9% |
| Krilogy Financial LLC | Wealth advisor | 33.0K | $1.1M | 0.0% | -18.7% |
| Quadrature Capital Ltd | Diversified mechanical | 32.2K | $913K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 31.6K | $907K | 0.0% | +51.8% |
| COZAD ASSET MANAGEMENT INC | Other | 31.7K | $898K | 0.1% | +5.6% |
| BXM Wealth LLC | Wealth advisor | 31.6K | $896K | 0.7% | -68.9% |
| Mutual Advisors, LLC | Wealth advisor | 31.3K | $889K | 0.0% | +89.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 30.5K | $866K | 0.0% | +20.6% |
| BROWN ADVISORY INC | Diversified mechanical | 30.2K | $856K | 0.0% | +51.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 29.6K | $841K | 0.0% | -61.8% |
| AE Wealth Management LLC | Wealth advisor | 27.7K | $785K | 0.0% | +93.1% |
| Sun Financial Inc | Wealth advisor | 20.5K | $760K | 0.4% | +10.9% |
| VERUS CAPITAL PARTNERS, LLC | Other | 24.5K | $695K | 0.0% | +59.6% |
| Mariner, LLC | Diversified mechanical | 24.4K | $691K | 0.0% | +8.1% |
| Allworth Financial LP | Wealth advisor | 23.6K | $671K | 0.0% | +4.7% |
| WORLD EQUITY GROUP, INC. | Other | 21.5K | $611K | 0.2% | +0.1% |
| GRIFFIN ASSET MANAGEMENT, INC. | Other | 21.2K | $601K | 0.1% | -0.8% |
| Vienna Asset Management LLC | Wealth advisor | 20.5K | $582K | 0.5% | New |
| MADDEN SECURITIES Corp | Wealth advisor | 20.3K | $577K | 0.2% | 0.0% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 20.3K | $575K | 0.0% | New |
| Everstar Asset Management, LLC | Wealth advisor | 20.0K | $568K | 0.3% | New |
| UBS Group AG | Bank broker | 20.0K | $568K | 0.0% | +1205.9% |
| GTS SECURITIES LLC | Market maker | 19.8K | $561K | 0.0% | New |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 19.3K | $546K | 0.0% | -3.1% |
| VestGen Advisors, LLC | Wealth advisor | 14.6K | $526K | 0.0% | -8.4% |
| HB Wealth Management, LLC | Wealth advisor | 18.2K | $516K | 0.0% | New |
| Estate Planners Group, LLC | Wealth advisor | 17.8K | $504K | 0.2% | +11.9% |
| MARINO, STRAM & ASSOCIATES LLC | Wealth advisor | 15.3K | $434K | 0.1% | +9.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.