Who owns IVES?
Dan IVES Wedbush AI Revolution ETF · Dan
134 institutions reported holding IVES, worth $199.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVES
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $28.8M | 756,776 | +79,288 shares |
| New Wave Wealth Advisors LLC | Springdale, AR | $21.4M | 560,436 | +295,268 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $18.5M | 485,550 | +299,797 shares |
| Stifel Financial Corp. | St. Louis, MO | $10.7M | 280,685 | +98,191 shares |
| Wedbush Securities Inc. | Pasadena, CA | $10.0M | 262,186 | −654,548 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.2M | 241,031 | +167,735 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $6.6M | 172,418 | +36,259 shares |
| Longitude (Cayman) Ltd. | Grand Cayman, Cayman Islands | $6.1M | 161,000 | +3,000 shares |
| Titleist Asset Management, LLC | San Antonio, TX | $5.0M | 131,658 | +12,221 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.3M | 112,247 | +12,355 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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.
Similar ETFs
Compare what they hold: IVES vs ARKF, IVES vs IAK, IVES vs MLPB, IVES vs PINK.
Frequently asked questions
Who owns IVES?
134 institutional managers reported holding IVES in Form 13F filings for June 30, 2026, worth $199.6M in total. The largest reported position was held by HighTower Advisors, LLC, at $28.8M.
Did institutions buy or sell IVES last quarter?
Reported 13F value rose 51.8% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 17 sold all of theirs.
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 IVES 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.