Dan IVES Wedbush AI Revolution ETF (IVES)
ETF ยท NYSE Arca
Dan IVES Wedbush AI Revolution ETF (IVES) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 3, 2025.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- June 3, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 134 institutions reported holding IVES, with 4.0 million shares worth $150.9 million in aggregate. The largest reported holder was Stifel Financial, with 280,685 shares worth $10.7 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Stifel Financial | 280,685 | $11M | Added 53.81% |
| New Wave Wealth Advisors | 280,218 | $11M | Added 5.68% |
| Wedbush Securities | 262,186 | $10M | Reduced 71.4% |
| Cambridge Investment Research Advisors | 242,775 | $9M | Added 30.7% |
| Raymond James Financial | 241,031 | $9M | Added 228.85% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IVES?
Dan IVES Wedbush AI Revolution ETF (IVES) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 3, 2025.
Who are the largest institutional holders of IVES?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IVES were Stifel Financial, New Wave Wealth Advisors and Wedbush Securities.
How many institutions own IVES?
134 institutions reported a position in IVES for the quarter ended June 30, 2026, worth $150.9 million in total.
Did institutions buy or sell IVES last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for IVES.
Every reported institutional holder, plus insider and congressional trades in IVES, on SentiSense.