Who owns Dan Ives Wedbush AI Revolution ETF?
Institutional ownership of IVES from SEC Form 13F filings across 104 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.
104
13F holders
$122.3M
value, 2026 filers
16.7%
of shares outstanding (4.0M sh)
26
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 | Cambridge Investment Research Advisors, Inc. | 485,550 | $18,500 | 0.0% | 2% | +161.4% |
| 3 | STIFEL FINANCIAL CORP | 280,685 | $10.7M | 0.0% | 1.2% | +53.8% |
| 4 | WEDBUSH SECURITIES INC | 262,186 | $9,989 | 0.3% | 1.1% | -71.4% |
| 5 | RAYMOND JAMES FINANCIAL INC | 241,031 | $9.2M | 0.0% | 1% | +228.8% |
| 6 | NewEdge Advisors, LLC | 172,418 | $6.6M | 0.0% | 0.7% | +26.6% |
| 7 | Longitude (Cayman) Ltd. | 161,000 | $6.1M | 2.0% | 0.7% | +1.9% |
| 8 | Cetera Investment Advisers | 112,247 | $4.3M | 0.0% | 0.5% | +12.4% |
| 9 | BROWN ADVISORY INC | 112,176 | $4.3M | 0.0% | 0.5% | +271.6% |
| 10 | Federation des caisses Desjardins du Quebec | 72,140 | $2.7M | 0.0% | 0.3% | +2182.9% |
| 11 | Snowden Capital Advisors LLC | 68,417 | $2.6M | 0.1% | 0.3% | +7.4% |
| 12 | Castle Rock Wealth Management, LLC | 65,575 | $2.5M | 0.5% | 0.3% | +7.7% |
| 13 | CITADEL ADVISORS LLC | 60,187 | $2.3M | 0.0% | 0.3% | +318.6% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 55,915 | $2.1M | 0.0% | 0.2% | +5.3% |
| 15 | First Heartland Consultants, Inc. | 55,763 | $2.1M | 0.1% | 0.2% | -29.4% |
| 16 | Apollon Wealth Management, LLC | 55,330 | $2.1M | 0.0% | 0.2% | -5.4% |
| 17 | AE Wealth Management LLC | 53,798 | $2.0M | 0.0% | 0.2% | +94.5% |
| 18 | Qube Research & Technologies LtdNEW | 53,427 | $2.0M | 0.0% | 0.2% | new |
| 19 | CAPTRUST FINANCIAL ADVISORS | 44,467 | $1.7M | 0.0% | 0.2% | -82.9% |
| 20 | LPL Financial LLC | 43,793 | $1.7M | 0.0% | 0.2% | -4.8% |
| 21 | Mesirow Financial Investment Management, Inc. | 41,294 | $1.6M | 0.0% | 0.2% | +103.7% |
| 22 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 36,533 | $1.4M | 0.4% | 0.2% | -5.3% |
| 23 | Tower Research Capital LLC (TRC)NEW | 33,199 | $1.3M | 0.0% | 0.1% | new |
| 24 | COZAD ASSET MANAGEMENT INC | 31,926 | $1.2M | 0.1% | 0.1% | +0.8% |
| 25 | Tripletail Wealth Management, LLC | 30,180 | $1.1M | 1.3% | 0.1% | +139.9% |
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.