DAN WEDBUSH AI REV ETF (IVES) Institutional Shareholders
DAN WEDBUSH AI REV ETF (IVES) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $145.51M in IVES holdings during the latest filing period.
Stifel Financial Corp is currently the largest disclosed institutional shareholder of IVES tracked by InsiderSet, reporting ownership valued at approximately $10.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.27M, representing an estimated gain of +5.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed IVES value among the investors covered in this analysis. Major shareholders include Stifel Financial Corp, New Wave Wealth Advisors Llc, Wedbush Securities Inc, and several other long-term asset managers with concentrated positions in DAN WEDBUSH AI REV ETF (IVES).
This page ranks the largest institutional IVES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
155
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.01% | 280,685 | $10,694,124 | $11,269,503 | +$575,379 | +5.38% | |
| New Wave Wealth Advisors Llc | 2.92% | 280,218 | $10,676,306 | $11,250,753 | +$574,447 | +5.38% | |
| Wedbush Securities Inc | 0.26% | 262,186 | $9,989,000 | $10,526,768 | +$537,768 | +5.38% | |
| Raymond James Financial Inc | 0.00% | 241,031 | $9,183,281 | $9,677,395 | +$494,114 | +5.38% | |
| Newedge Advisors, Llc | 0.02% | 172,418 | $6,569,123 | $6,922,583 | +$353,460 | +5.38% | |
| Longitude (Cayman) Ltd. | 4.05% | 161,000 | $6,134,100 | $6,464,150 | +$330,050 | +5.38% | |
| Titleist Asset Management, Llc | 0.34% | 131,658 | $5,016,170 | $5,286,069 | +$269,899 | +5.38% | |
| Cetera Investment Advisers | 0.00% | 112,247 | $4,276,591 | $4,506,717 | +$230,126 | +5.38% | |
| Brown Advisory Inc | 0.01% | 112,176 | $4,273,906 | $4,503,866 | +$229,960 | +5.38% | |
| Avior Wealth Management, Llc | 0.11% | 106,132 | $4,043,629 | $4,261,200 | +$217,571 | +5.38% | |
| Willow Financial Llc | 3.10% | 96,303 | $3,044,138 | $3,866,565 | +$822,427 | +27.02% | |
| Beacon Pointe Advisors, Llc | 0.01% | 78,827 | $3,003,309 | $3,164,904 | +$161,595 | +5.38% | |
| U.S. Capital Wealth Advisors, Llc | 0.07% | 102,306 | $2,902,408 | $4,107,586 | +$1,205,178 | +41.52% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 72,140 | $2,748,504 | $2,896,421 | +$147,917 | +5.38% | |
| Snowden Capital Advisors Llc | 0.06% | 68,417 | $2,606,688 | $2,746,943 | +$140,255 | +5.38% | |
| Castle Rock Wealth Management, Llc | 0.49% | 65,575 | $2,485,948 | $2,632,836 | +$146,888 | +5.91% | |
| O'Rourke & Company, Inc | 0.86% | 64,612 | $2,461,748 | $2,594,172 | +$132,424 | +5.38% | |
| Citadel Advisors Llc | 0.00% | 60,187 | $2,293,125 | $2,416,508 | +$123,383 | +5.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,915 | $2,130,350 | $2,244,987 | +$114,637 | +5.38% | |
| First Heartland Consultants, Inc. | 0.14% | 55,763 | $2,124,570 | $2,238,884 | +$114,314 | +5.38% | |
| Apollon Wealth Management, Llc | 0.03% | 55,330 | $2,108,055 | $2,221,500 | +$113,445 | +5.38% | |
| Qube Research & Technologies Ltd | 0.00% | 53,427 | $2,035,569 | $2,145,094 | +$109,525 | +5.38% | |
| Captrust Financial Advisors | 0.00% | 44,467 | $1,694,193 | $1,785,350 | +$91,157 | +5.38% | |
| Lpl Financial Llc | 0.00% | 43,793 | $1,668,513 | $1,758,289 | +$89,776 | +5.38% | |
| Mesirow Financial Investment Management, Inc. | 0.02% | 41,294 | $1,573,399 | $1,657,954 | +$84,555 | +5.37% | |
| Bxm Wealth Llc | 0.80% | 38,725 | $1,475,412 | $1,554,809 | +$79,397 | +5.38% | |
| Pennsylvania Capital Management Inc | 0.35% | 36,533 | $1,391,907 | $1,466,800 | +$74,893 | +5.38% | |
| Farther Finance Advisors, Llc | 0.01% | 35,593 | $1,355,477 | $1,429,059 | +$73,582 | +5.43% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 35,384 | $1,348,130 | $1,420,668 | +$72,538 | +5.38% |
| Tower Research Capital Llc (Trc) | 0.03% | 33,199 | $1,264,882 | $1,332,940 | +$68,058 | +5.38% | |
| Cozad Asset Management Inc | 0.08% | 31,926 | $1,216,388 | $1,281,829 | +$65,441 | +5.38% | |
| Mutual Advisors, Llc | 0.02% | 30,139 | $1,148,296 | $1,210,081 | +$61,785 | +5.38% | |
| Tripletail Wealth Management, Llc | 1.29% | 30,180 | $1,125,110 | $1,211,727 | +$86,617 | +7.70% | |
| Janney Montgomery Scott Llc | 0.00% | 29,356 | $1,118,000 | $1,178,643 | +$60,643 | +5.42% | |
| Verus Capital Partners, Llc | 0.06% | 29,094 | $1,108,484 | $1,168,124 | +$59,640 | +5.38% | |
| Kestra Advisory Services, Llc | 0.00% | 28,239 | $1,075,901 | $1,133,796 | +$57,895 | +5.38% | |
| Gts Securities Llc | 0.02% | 27,522 | $1,048,588 | $1,105,008 | +$56,420 | +5.38% | |
| Independent Financial Group, Llc | 0.02% | 27,200 | $1,036,320 | $1,092,080 | +$55,760 | +5.38% | |
| Mariner, Llc | 0.00% | 23,374 | $890,532 | $938,466 | +$47,934 | +5.38% | |
| Everstar Asset Management, Llc | 0.40% | 21,521 | $819,950 | $864,068 | +$44,118 | +5.38% | |
| Sun Financial Inc | 0.39% | 21,031 | $818,737 | $844,395 | +$25,658 | +3.13% | |
| World Equity Group, Inc. | 0.17% | 20,444 | $778,918 | $820,827 | +$41,909 | +5.38% | |
| Allworth Financial Lp | 0.00% | 20,113 | $766,324 | $807,537 | +$41,213 | +5.38% | |
| Madden Securities Corp | 0.21% | 19,825 | $755,333 | $795,974 | +$40,641 | +5.38% | |
| Griffin Asset Management, Inc. | 0.08% | 19,422 | $739,982 | $779,793 | +$39,811 | +5.38% | |
| Estate Planners Group, Llc | 0.32% | 18,653 | $710,690 | $748,918 | +$38,228 | +5.38% | |
| Krilogy Financial Llc | 0.02% | 17,076 | $650,603 | $685,601 | +$34,998 | +5.38% | |
| Marino, Stram & Associates Llc | 0.10% | 16,728 | $637,342 | $671,629 | +$34,287 | +5.38% | |
| Arax Advisory Partners | 0.00% | 16,144 | $615,068 | $648,182 | +$33,114 | +5.38% | |
| Mml Investors Services, Llc | 0.00% | 16,036 | $610,980 | $643,845 | +$32,865 | +5.38% |
Frequently asked questions about IVES
Who owns the most IVES stock?
The largest holders of IVES are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DAN WEDBUSH AI REV ETF (IVES).
Is IVES widely held by superinvestors?
Many widely followed stocks like IVES appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVES is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.