DAN WEDBUSH AI REV ETF (IVES) Institutional Ownership Changes & 13F Activity

DAN WEDBUSH AI REV ETF (IVES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Captrust Financial Advisors, Raymond James Financial Inc, Brown Advisory Inc, Beacon Pointe Advisors, Llc, and Federation Des Caisses Desjardins Du Quebec.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+45,808+318.6%60,187$2.29MQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcBuy+78,82778,827$3.00MQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+6,3346,334$241.33KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+2,8002,800$107.00KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+167,735+228.8%241,031$9.18MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+81,992+271.6%112,176$4.27MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+68,980+2182.9%72,140$2.75MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+53,42753,427$2.04MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+31,92631,926$1.22MQ2 2026Aug 14, 2026
Tripletail Wealth Management, LlcBuy+17,600+139.9%30,180$1.13MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+14,10414,104$537.36KQ2 2026Aug 14, 2026
Marex Group PlcBuy+10,55910,559$402.30KQ2 2026Aug 14, 2026
Vines Capital Management, LlcBuy+8,0948,094$308.38KQ2 2026Aug 14, 2026
O'Rourke & Company, IncBuy+7,856+13.8%64,612$2.46MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+7,757+39.2%27,522$1.05MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,870+103.8%7,599$289.52KQ2 2026Aug 14, 2026
Cascades Capital Asset Management, LlcBuy+3,0063,006$114.53KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+2,500+19.5%15,337$584.34KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-1,190-3.8%30,139$1.15MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+684684$26.06KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-65-0.5%12,455$475.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1717$615.00Q2 2026Aug 14, 2026
Captrust Financial AdvisorsSell-216,216-82.9%44,467$1.69MQ2 2026Aug 13, 2026
Renaissance Technologies LLCBuy+35,38435,384$1.35MQ2 2026Aug 13, 2026
Ubs Group AgSell-19,957-99.8%49$1.87KQ2 2026Aug 13, 2026
Fmr LlcBuy+8,4138,413$320.54KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+4,720+7.4%68,417$2.61MQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,210+54.3%6,277$239.15KQ2 2026Aug 13, 2026
Cibc World Market Inc.Buy+1,383+12.3%12,644$481.74KQ2 2026Aug 13, 2026
Mariner, LlcSell-1,000-4.1%23,374$890.53KQ2 2026Aug 13, 2026
Showing 30 of 128

Frequently asked questions about IVES activity

  • Which institutional owners are buying IVES?

    Institutional owners buying IVES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IVES activity?

    "Buy" means an investor increased their reported position in IVES compared to the prior reporting period. This reflects growing exposure to DAN WEDBUSH AI REV ETF (IVES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IVES increasing?

    Institutional interest in IVES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.