IVES Institutional Ownership & Shareholders
DAN WEDBUSH AI REV ETF (IVES) is currently held by 133 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $132.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
New Wave Wealth Advisors Llc is currently the largest disclosed institutional shareholder of IVES tracked by InsiderSet, reporting ownership valued at approximately $11.22M in its September 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 $10.08M, representing an estimated loss of -10.13% 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 New Wave Wealth Advisors Llc, Stifel Financial Corp, Raymond James Financial 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
133
Total Reported Value
$132.17M
Largest Holder
New Wave Wealth Advisors Llc
Largest Position
$11.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
133
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New Wave Wealth Advisors Llc | 2.96% | 271,225 | $11,215,154 | $10,078,721 | -$1,136,433 | -10.13% | |
| Stifel Financial Corp | 0.01% | 280,685 | $10,694,124 | $10,430,255 | -$263,869 | -2.47% | |
| Raymond James Financial Inc | 0.00% | 241,031 | $9,183,281 | $8,956,712 | -$226,569 | -2.47% | |
| Newedge Advisors, Llc | 0.02% | 172,418 | $6,569,123 | $6,407,053 | -$162,070 | -2.47% | |
| Longitude (Cayman) Ltd. | 4.05% | 161,000 | $6,134,100 | $5,982,760 | -$151,340 | -2.47% | |
| Titleist Asset Management, Llc | 0.37% | 140,101 | $5,751,146 | $5,206,153 | -$544,993 | -9.48% | |
| Cetera Investment Advisers | 0.00% | 112,247 | $4,276,591 | $4,171,099 | -$105,492 | -2.47% | |
| Brown Advisory Inc | 0.01% | 112,176 | $4,273,906 | $4,168,460 | -$105,446 | -2.47% | |
| Willow Financial Llc | 3.10% | 96,303 | $3,044,138 | $3,578,619 | +$534,481 | +17.56% | |
| Beacon Pointe Advisors, Llc | 0.01% | 78,827 | $3,003,309 | $2,929,211 | -$74,098 | -2.47% | |
| U.S. Capital Wealth Advisors, Llc | 0.07% | 102,306 | $2,902,408 | $3,801,691 | +$899,283 | +30.98% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 72,140 | $2,748,504 | $2,680,722 | -$67,782 | -2.47% | |
| Snowden Capital Advisors Llc | 0.06% | 68,417 | $2,606,688 | $2,542,376 | -$64,312 | -2.47% | |
| O'Rourke & Company, Inc | 0.86% | 64,612 | $2,461,748 | $2,400,982 | -$60,766 | -2.47% | |
| Citadel Advisors Llc | 0.00% | 60,187 | $2,293,125 | $2,236,549 | -$56,576 | -2.47% | |
| Apollon Wealth Management, Llc | 0.03% | 55,547 | $2,280,185 | $2,064,127 | -$216,058 | -9.48% | |
| Commonwealth Equity Services, Llc | 0.00% | 49,828 | $2,045,430 | $1,851,608 | -$193,822 | -9.48% | |
| Qube Research & Technologies Ltd | 0.00% | 53,427 | $2,035,569 | $1,985,347 | -$50,222 | -2.47% | |
| Castle Rock Wealth Management, Llc | 0.36% | 44,621 | $1,891,484 | $1,658,116 | -$233,368 | -12.34% | |
| Captrust Financial Advisors | 0.00% | 44,467 | $1,694,193 | $1,652,394 | -$41,799 | -2.47% | |
| Lpl Financial Llc | 0.00% | 43,793 | $1,668,513 | $1,627,348 | -$41,165 | -2.47% | |
| First Heartland Consultants, Inc. | 0.11% | 40,543 | $1,664,290 | $1,506,578 | -$157,712 | -9.48% | |
| Mesirow Financial Investment Management, Inc. | 0.02% | 41,294 | $1,573,399 | $1,534,485 | -$38,914 | -2.47% | |
| Farther Finance Advisors, Llc | 0.01% | 38,256 | $1,570,390 | $1,421,593 | -$148,797 | -9.48% | |
| Bxm Wealth Llc | 0.80% | 38,725 | $1,475,412 | $1,439,021 | -$36,391 | -2.47% | |
| Kestra Advisory Services, Llc | 0.00% | 34,427 | $1,413,245 | $1,279,307 | -$133,938 | -9.48% | |
| Pennsylvania Capital Management Inc | 0.35% | 36,533 | $1,391,907 | $1,357,566 | -$34,341 | -2.47% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 35,384 | $1,348,130 | $1,314,869 | -$33,261 | -2.47% |
| Tower Research Capital Llc (Trc) | 0.03% | 33,199 | $1,264,882 | $1,233,675 | -$31,207 | -2.47% | |
| Independent Financial Group, Llc | 0.02% | 30,113 | $1,236,139 | $1,118,999 | -$117,140 | -9.48% | |
| Cozad Asset Management Inc | 0.08% | 31,926 | $1,216,388 | $1,186,370 | -$30,018 | -2.47% | |
| Mutual Advisors, Llc | 0.02% | 30,139 | $1,148,296 | $1,119,965 | -$28,331 | -2.47% | |
| Tripletail Wealth Management, Llc | 1.29% | 30,180 | $1,125,110 | $1,121,489 | -$3,621 | -0.32% | |
| Janney Montgomery Scott Llc | 0.00% | 29,356 | $1,118,000 | $1,090,869 | -$27,131 | -2.43% | |
| Verus Capital Partners, Llc | 0.06% | 29,094 | $1,108,484 | $1,081,133 | -$27,351 | -2.47% | |
| Gts Securities Llc | 0.02% | 27,522 | $1,048,588 | $1,022,718 | -$25,870 | -2.47% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 21,741 | $892,468 | $807,896 | -$84,572 | -9.48% | |
| Mariner, Llc | 0.00% | 23,374 | $890,532 | $868,578 | -$21,954 | -2.47% | |
| Sigma Planning Corp | 0.02% | 20,421 | $838,297 | $758,844 | -$79,453 | -9.48% | |
| Everstar Asset Management, Llc | 0.40% | 21,521 | $819,950 | $799,720 | -$20,230 | -2.47% | |
| Sun Financial Inc | 0.39% | 21,031 | $818,737 | $781,512 | -$37,225 | -4.55% | |
| Madden Securities Corp | 0.22% | 19,825 | $813,816 | $736,697 | -$77,119 | -9.48% | |
| Griffin Asset Management, Inc. | 0.09% | 19,422 | $797,277 | $721,722 | -$75,555 | -9.48% | |
| World Equity Group, Inc. | 0.33% | 19,199 | $788,118 | $713,435 | -$74,683 | -9.48% | |
| Allworth Financial Lp | 0.00% | 20,113 | $766,324 | $747,399 | -$18,925 | -2.47% | |
| Estate Planners Group, Llc | 0.32% | 18,653 | $710,690 | $693,145 | -$17,545 | -2.47% | |
| Arax Advisory Partners | 0.00% | 16,144 | $615,068 | $599,911 | -$15,157 | -2.46% | |
| Mml Investors Services, Llc | 0.00% | 16,036 | $610,980 | $595,898 | -$15,082 | -2.47% | |
| Cresset Asset Management, Llc | 0.00% | 15,337 | $584,339 | $569,923 | -$14,416 | -2.47% | |
| Envestnet Asset Management Inc | 0.00% | 14,247 | $542,802 | $529,419 | -$13,383 | -2.47% |
Frequently asked questions about IVES
Who are the largest institutional holders of IVES?
The largest institutional holders of IVES reported in the latest SEC Form 13F filings include New Wave Wealth Advisors Llc, Stifel Financial Corp, Raymond James Financial Inc, Newedge Advisors, Llc, and Longitude (Cayman) Ltd.. InsiderSet ranks institutional holders by their latest reported IVES position.
What is IVES institutional ownership?
This page tracks IVES positions reported by institutional investment managers through SEC Form 13F. DAN WEDBUSH AI REV ETF (IVES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVES?
InsiderSet currently tracks 133 institutional managers reporting IVES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVES shareholders.
How much IVES stock do institutions own?
Institutional investment managers disclosed approximately $132.17M in IVES holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVES institutional ownership last updated?
The latest IVES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVES position after the reporting date.
Are institutions buying or selling IVES?
Institutional buying and selling can be analyzed by comparing IVES positions across consecutive 13F reporting periods. InsiderSet's IVES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVES ownership changes.
How has IVES institutional ownership changed over time?
InsiderSet tracks IVES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.