TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

TIAA-CREF Individual & Institutional 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
Q3 		$202K Buy
+4,921
New +$190K ﹤0.01% 706

Other funds holding IVES

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's IVES Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026: 4,921 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

115 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 4,921 shares of Dan IVES Wedbush AI Revolution ETF worth $202K as of Q3 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new TIAA-CREF Individual & Institutional Services position in Q3 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #706 holding.
  • 115 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.