Citadel Advisors
IVES

Citadel Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Citadel Advisors’s Portfolio IVES Stock Details IVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Buy
60,187
+45,808
+319% +$1.61M ﹤0.01% 6262
2026
Q1 		$408K Sell
14,379
-95,239
-87% -$2.94M ﹤0.01% 9778
2025
Q4 		$3.47M Sell
109,618
-33,604
-23% -$1.1M ﹤0.01% 4897
2025
Q3 		$4.6M Sell
143,222
-36,701
-20% -$1.05M ﹤0.01% 4515
2025
Q2 		$4.88M Buy
+179,923
New +$4.71M ﹤0.01% 4155

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citadel Advisors's IVES Position: Q2 2026 in Review

Citadel Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 319% in Q2 2026, buying an estimated $1.61M and bringing the position to 60,187 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #6262.

Citadel Advisors first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.88M in Q2 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Citadel Advisors held 60,187 shares of Dan IVES Wedbush AI Revolution ETF worth $2.29M as of Q2 2026.
  • Citadel Advisors bought 45,808 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $1.61M.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6262 holding.
  • Citadel Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • Citadel Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $4.88M in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.