Who owns Dan Ives Wedbush AI Revolution ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVES from SEC Form 13F filings across 136 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 136 institutions disclosed 4.7M shares of Dan Ives Wedbush AI Revolution ETF worth $179.7M — about 19.7% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
136
13F holders
$179.7M
value, 2026 filers
19.7%
of shares outstanding (4.7M sh)
36
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IVES's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 756,776 | $28.8M | 0.0% | 3.2% | +11.7% |
| 2 | STIFEL FINANCIAL CORP | 280,685 | $10.7M | 0.0% | 1.2% | +53.8% |
| 3 | NEW WAVE WEALTH ADVISORS LLC | 280,218 | $10.7M | 2.9% | 1.2% | +5.7% |
| 4 | WEDBUSH SECURITIES INC | 262,186 | $10.0M | 0.3% | 1.1% | -71.4% |
| 5 | Cambridge Investment Research Advisors, Inc. | 242,775 | $9.3M | 0.0% | 1% | +30.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 241,031 | $9.2M | 0.0% | 1% | +228.8% |
| 7 | NewEdge Advisors, LLC | 172,418 | $6.6M | 0.0% | 0.7% | +26.6% |
| 8 | Longitude (Cayman) Ltd. | 161,000 | $6.1M | 2.0% | 0.7% | +1.9% |
| 9 | TITLEIST ASSET MANAGEMENT, LLC | 131,658 | $5.0M | 0.3% | 0.6% | +10.2% |
| 10 | Cetera Investment Advisers | 112,247 | $4.3M | 0.0% | 0.5% | +12.4% |
| 11 | BROWN ADVISORY INC | 112,176 | $4.3M | 0.0% | 0.5% | +271.6% |
| 12 | Avior Wealth Management, LLCNEW | 106,132 | $4.0M | 0.1% | 0.4% | new |
| 13 | Beacon Pointe Advisors, LLCNEW | 78,827 | $3.0M | 0.0% | 0.3% | new |
| 14 | Federation des caisses Desjardins du Quebec | 72,140 | $2.7M | 0.0% | 0.3% | +2182.9% |
| 15 | Snowden Capital Advisors LLC | 68,417 | $2.6M | 0.1% | 0.3% | +7.4% |
| 16 | Castle Rock Wealth Management, LLC | 65,575 | $2.5M | 0.5% | 0.3% | +7.7% |
| 17 | O'ROURKE & COMPANY, Inc | 64,612 | $2.5M | 0.9% | 0.3% | +13.8% |
| 18 | CITADEL ADVISORS LLC | 60,187 | $2.3M | 0.0% | 0.3% | +318.6% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 55,915 | $2.1M | 0.0% | 0.2% | +5.3% |
| 20 | First Heartland Consultants, Inc. | 55,763 | $2.1M | 0.1% | 0.2% | -29.4% |
| 21 | Apollon Wealth Management, LLC | 55,330 | $2.1M | 0.0% | 0.2% | -5.4% |
| 22 | AE Wealth Management LLC | 53,798 | $2.0M | 0.0% | 0.2% | +94.5% |
| 23 | Qube Research & Technologies LtdNEW | 53,427 | $2.0M | 0.0% | 0.2% | new |
| 24 | CAPTRUST FINANCIAL ADVISORS | 44,467 | $1.7M | 0.0% | 0.2% | -82.9% |
| 25 | LPL Financial LLC | 43,793 | $1.7M | 0.0% | 0.2% | -4.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.