Who Owns Dan Ives Wedbush AI Revolution ETF (IVES)?Hedge Fund & Institutional Holders

$29.75-0.33 (-1.10%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.800034277250001e+175T

% of Float Held

—

QoQ Change in Holders

+13 / -7

Price History

$25.24$31.40$37.57$43.73$49.89Jan 24Jun 25Mar 26

IVES — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
THRIVENT FINANCIAL FOR LUTHERANSNew Position+2.5M+$78.0M
TD Waterhouse Canada Inc.New Position+259K+$8.2M
Longitude (Cayman) Ltd.New Position+133K+$4.2M
TITLEIST ASSET MANAGEMENT, LLCNew Position+88K+$2.8M
Cambridge Investment Research Advisors, Inc.Increased+97K+$2.4M
WEDBUSH SECURITIES INCIncreased+111K+$2.4M
Janney Montgomery Scott LLCNew Position+78K+$2.0M
JANE STREET GROUP, LLCNew Position+64K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+72K+$2.0M
Castle Rock Wealth Management, LLCNew Position+58K+$1.8M
Krilogy Financial LLCNew Position+41K+$1.3M
O'ROURKE & COMPANY, IncNew Position+39K+$1.2M
Apollon Wealth Management, LLCNew Position+34K+$1.1M
Belvedere Trading LLCNew Position+33K+$1.0M
BXM Wealth LLCNew Position+102K+$899K

IVES — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Concentric Capital Strategies, LPDecreased-267K-$10.5B
Cetera Investment AdvisersDecreased-47K-$6.6B
LPL Financial LLCDecreased-103K-$4.8B
CITADEL ADVISORS LLCDecreased-34K-$4.6B
BNP PARIBAS FINANCIAL MARKETSDecreased-32K-$1.0B
GTS SECURITIES LLCClosed Position-32K-$1.0B
Per Stirling Capital Management, LLC.Closed Position-26K-$846.7M
Everstar Asset Management, LLCClosed Position-19K-$617.8M
BARCLAYS PLCClosed Position-8K-$257.0M
GROUP ONE TRADING LLCDecreased-2K-$99.2M
Advisory Services Network, LLCClosed Position-2K-$56.7M
WELLS FARGO & COMPANY/MNClosed Position-2K-$48.2M
PRINCIPAL SECURITIES, INC.Closed Position-800-$25.7M
JFS WEALTH ADVISORS, LLCDecreased-250-$19.9M
JPMORGAN CHASE & CODecreased-12-$15.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1THRIVENT FINANCIAL FOR LUTHERANS2,471,633$78.0M0.14%Share
2TD Capital Management LLC1,084$34.3M0.00%Share
3WEDBUSH SECURITIES INC814,241$25.0M0.73%Share
4HighTower Advisors, LLC543,805$17.0M0.02%Share
5First Heartland Consultants, Inc.322,364$10.2M0.77%Share
6TD Waterhouse Canada Inc.258,969$8.2M0.05%Share
7Cambridge Investment Research Advisors, Inc.176,626$5.0M0.01%Share
8Longitude (Cayman) Ltd.133,000$4.2M1.82%Share
9NewEdge Advisors, LLC130,074$4.0M0.01%Share
10STIFEL FINANCIAL CORP141,773$4.0M0.00%Share
11Cetera Investment Advisers158,020$4.0M0.00%Share
12ROYAL BANK OF CANADA136,511$4.0M0.00%Share
13U.S. Capital Wealth Advisors, LLC98,914$3.1M0.08%Share
14CITADEL ADVISORS LLC109,618$3.0M0.00%Share
15TITLEIST ASSET MANAGEMENT, LLC88,384$2.8M0.23%Share
16MGB Wealth Management, LLC77,230$2.4M0.70%Share
17JANE STREET GROUP, LLC64,286$2.0M0.00%Share
18Janney Montgomery Scott LLC77,552$2.0M0.00%Share
19COMMONWEALTH EQUITY SERVICES, LLC71,585$2.0M0.00%Share
20Concentric Capital Strategies, LP60,542$1.9M0.09%Share
21Castle Rock Wealth Management, LLC57,822$1.8M0.39%Share
22Krilogy Financial LLC40,575$1.3M0.05%Share
23O'ROURKE & COMPANY, Inc39,028$1.2M0.48%Share
24PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV37,859$1.2M0.33%Share
25Apollon Wealth Management, LLC34,325$1.1M0.02%Share
26LPL Financial LLC46,870$1.0M0.00%Share
27CITADEL ADVISORS LLC48,200$1.0M0.00%Call
28RAYMOND JAMES FINANCIAL INC42,621$1.0M0.00%Share
29Snowden Capital Advisors LLC60,642$1.0M0.03%Share
30Belvedere Trading LLC32,825$1.0M0.00%Share
31BXM Wealth LLC101,572$899K0.69%Share
32CMC Financial Group24,769$782K1.40%Share
33Allworth Financial LP22,579$713K0.00%Share
34WORLD EQUITY GROUP, INC.21,493$679K0.19%Share
35GRIFFIN ASSET MANAGEMENT, INC.21,347$674K0.07%Share
36Farther Finance Advisors, LLC20,825$658K0.01%Share
37MADDEN SECURITIES Corp20,335$642K0.20%Share
38Sun Financial Inc18,523$585K0.33%Share
39DAVENPORT & Co LLC18,525$585K0.00%Share
40Anchor Investment Management, LLC18$569K0.00%Share
41Mutual Advisors, LLC16,534$522K0.01%Share
42AE Wealth Management LLC14,323$452K0.00%Share
43Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14,040$443K0.01%Share
44MARINO, STRAM & ASSOCIATES LLC13,957$441K0.08%Share
45Kellett Wealth Advisors, LLC12,241$386K0.22%Share
46FIRST WILSHIRE SECURITIES MANAGEMENT INC11,500$363K0.09%Share
47Evolution Wealth Advisors, LLC11,030$348K0.04%Share
48Box Hill Private Wealth LLC10,196$322K0.33%Share
49DAYMARK WEALTH PARTNERS, LLC9,037$285K0.01%Share
50CV Advisors LLC7,982$252K0.06%Share

IVES Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025116$241.8M+54
Q3 202562$61.5B+24
Q2 202538$25.4B—

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As of Q4 2025, 50 institutional investors hold IVES (Dan Ives Wedbush AI Revolution ETF). The largest holder is THRIVENT FINANCIAL FOR LUTHERANS with $78.0M in shares. This quarter, 13 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own IVES?

As of Q4 2025, 50 institutional investors report holding IVES (Dan Ives Wedbush AI Revolution ETF) in their 13F filings.

Who is the largest institutional holder of IVES?

The largest institutional holder of IVES is THRIVENT FINANCIAL FOR LUTHERANS with $78.0M in shares.

Is institutional ownership of IVES increasing or decreasing?

This quarter, 13 institutions opened new positions in IVES and 7 closed their positions.