MML Investors Services
IVES

MML Investors Services’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

MML Investors Services’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 		$611K Buy
16,036
+2,742
+21% +$96.6K ﹤0.01% 2329
2026
Q1 		$377K Buy
13,294
+1,764
+15% +$54.5K ﹤0.01% 2405
2025
Q4 		$364K Buy
11,530
+1,991
+21% +$65.2K ﹤0.01% 2488
2025
Q3 		$306K Buy
+9,539
New +$274K ﹤0.01% 2505

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

MML Investors Services's IVES Position: Q2 2026 in Review

MML Investors Services increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 21% in Q2 2026, buying an estimated $96.6K and bringing the position to 16,036 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

MML Investors Services first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • MML Investors Services held 16,036 shares of Dan IVES Wedbush AI Revolution ETF worth $611K as of Q2 2026.
  • MML Investors Services bought 2,742 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $96.6K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2329 holding.
  • MML Investors Services first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.