Who owns IVEP?
Dan IVES Wedbush AI Power & Infrastructure ETF · Dan
8 institutions reported holding IVEP, worth $4.6M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of IVEP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $2.4M | 86,943 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $870K | 31,109 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $416K | 14,865 | New position |
| NewEdge Advisors, LLC | New Orleans, LA | $356K | 12,720 | New position |
| Captrust Financial Advisors | Raleigh, NC | $281K | 10,050 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $254K | 9,088 | New position |
| Roble, Belko & Company, Inc | Sewickley, PA | $3K | 105 | New position |
| Tower Research Capital LLC (TRC) | New York, NY | $56 | 2 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IVEP?
8 institutional managers reported holding IVEP in Form 13F filings for June 30, 2026, worth $4.6M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $2.4M.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVEP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.