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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wedbush Securities Inc, Cetera Investment Advisers, Royal Bank Of Canada, Stifel Financial Corp, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Buy | +8,816 | +139.2% | 15,151 | $485.25K | Q4 2025 | Jul 09, 2026 |
| Independent Financial Group, Llc | Buy | +12,120 | +156.1% | 19,884 | $628.53K | Q4 2025 | May 15, 2026 |
| Pioneer Family Office, Llc | Buy | +850 | — | 850 | $26.87K | Q4 2025 | May 14, 2026 |
| Willow Financial Llc | Buy | +96,303 | — | 96,303 | $3.04M | Q4 2025 | Apr 21, 2026 |
| Estate Planners Group, Llc | Buy | +15,861 | — | 15,861 | $501.38K | Q4 2025 | Apr 07, 2026 |
| Td Capital Management Llc | Buy | +1,084 | — | 1,084 | $34.28K | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, Llc | Buy | +18 | — | 18 | $569.00 | Q4 2025 | Feb 26, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,340 | — | 2,340 | $73.95K | Q4 2025 | Feb 20, 2026 |
| Newedge Advisors, Llc | Buy | +130,074 | — | 130,074 | $4.11M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +52,834 | — | 52,834 | $1.67M | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +158,020 | — | 158,020 | $5.00M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +152,599 | — | 152,599 | $4.82M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +109,618 | — | 109,618 | $3.47M | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +60,642 | — | 60,642 | $1.92M | Q4 2025 | Feb 17, 2026 |
| Concentric Capital Strategies, Lp | Buy | +60,542 | — | 60,542 | $1.91M | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, Llc | Buy | +30,878 | — | 30,878 | $976.05K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +22,826 | — | 22,826 | $721.53K | Q4 2025 | Feb 17, 2026 |
| Vestgen Advisors, Llc | Buy | +15,964 | — | 15,964 | $504.62K | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +12,050 | — | 12,050 | $380.90K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +3,955 | — | 3,955 | $125.05K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +3,328 | — | 3,328 | $105.20K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +925 | — | 925 | $29.24K | Q4 2025 | Feb 17, 2026 |
| Stifel Financial Corp | Buy | +141,773 | — | 141,773 | $4.48M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +25,316 | — | 25,316 | $800.24K | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +22,556 | — | 22,556 | $712.98K | Q4 2025 | Feb 13, 2026 |
| Brown Advisory Inc | Buy | +19,975 | — | 19,975 | $631.41K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +11,530 | — | 11,530 | $364.47K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +4,915 | — | 4,915 | $155.36K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +1,000 | — | 1,000 | $31.61K | Q4 2025 | Feb 13, 2026 |
| Wedbush Securities Inc | Buy | +814,241 | — | 814,241 | $25.74M | Q4 2025 | Feb 12, 2026 |
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.