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
Q1 		$641K Buy
22,600
+7,300
+48% +$226K ﹤0.01% 8693
2025
Q4 		$484K Buy
+15,300
New +$501K ﹤0.01% 9096

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Citadel Advisors's IVES Position: Q1 2026 in Review

Citadel Advisors reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 87% in Q1 2026, selling an estimated $2.94M and leaving 14,379 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #9778.

Citadel Advisors first reported a position in IVES in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.88M in Q2 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Citadel Advisors held 14,379 shares of Dan IVES Wedbush AI Revolution ETF worth $408K as of Q1 2026.
  • Citadel Advisors sold 95,239 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $2.94M.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9778 holding.
  • Citadel Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 4 quarters since.
  • Citadel Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $4.88M in Q2 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.