DAN WEDBUSH AI REV ETF (IVES) Institutional Ownership and Insiders Activity
DAN WEDBUSH AI REV ETF (IVES) is widely held by institutional investors, with 136 firms reporting positions valued at approximately $145.51M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Stifel Financial Corp is the largest disclosed holder, reporting approximately $10.69M in IVES holdings in its latest filing.
Institutional Holders
136
Total Reported Value
$145.51M
Largest Holder
Stifel Financial Corp
Largest Position
$10.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
24
Top Institutional Owners
View allInvestorReported Balance
- Stifel Financial Corp$10.69M
- New Wave Wealth Advisors Llc$10.68M
- Wedbush Securities Inc$9.99M
- Raymond James Financial Inc$9.18M
- Newedge Advisors, Llc$6.57M