MG
IVES

Marex Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Marex Group’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 		$402K Buy
+10,559
New +$372K ﹤0.01% 766

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

Marex Group's IVES Position: Q2 2026 in Review

Marex Group opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 10,559 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings.

133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Marex Group held 10,559 shares of Dan IVES Wedbush AI Revolution ETF worth $402K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Marex Group position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #766 holding.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.