DAN WEDBUSH AI REV ETF (IVES) Institutional Ownership and Insiders Activity
DAN WEDBUSH AI REV ETF (IVES) is widely held by institutional investors, with 133 firms reporting positions valued at approximately $131.08M based on SEC Form 13F filings for the quarter ended June 30, 2026.
New Wave Wealth Advisors Llc is the largest disclosed holder, reporting approximately $11.22M in IVES holdings in its latest filing.
Institutional Holders
133
Total Reported Value
$131.08M
Largest Holder
New Wave Wealth Advisors Llc
Largest Position
$11.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- New Wave Wealth Advisors Llc$11.22M
- Stifel Financial Corp$10.69M
- Raymond James Financial Inc$9.18M
- Newedge Advisors, Llc$6.57M
- Longitude (Cayman) Ltd.$6.13M