Dan IVES Wedbush AI Revolution ETF (IVES) Ownership & Trading Activity

Institutional holders, insider transactions, and congressional trades for IVES. 13F holdings as of 2026-06-30.

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.

Top Institutional Holders

InstitutionSharesValueChange
Stifel Financial280,685$11MINCREASED
New Wave Wealth Advisors280,218$11MINCREASED
Wedbush Securities262,186$10MDECREASED
Cambridge Investment Research Advisors242,775$9MINCREASED
Raymond James Financial241,031$9MINCREASED

Full institutional holdings, insider history, and congressional trades for Dan IVES Wedbush AI Revolution ETF on SentiSense.