IVES

Dan IVES Wedbush AI Revolution ETF

120 hedge funds and large institutions have $146M invested in Dan IVES Wedbush AI Revolution ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.73M
Puts
$1.06M
Net Calls
Net Calls Change

Top Sellers

1 -$78.1M
2 -$7.52M
3 -$4.33M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.94M
5
BW
BXM Wealth
Colorado
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
1
Wedbush Securities
California
$26M
HighTower Advisors
2
HighTower Advisors
Illinois
$19.2M
NWWA
3
New Wave Wealth Advisors
Arkansas
$7.52M
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$7.4M
WF
5
Willow Financial
Arkansas
$7.18M
TWC
6
TD Waterhouse Canada
Ontario, Canada
$5.93M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.27M
Stifel Financial
8
Stifel Financial
Missouri
$5.18M
LC
9
Longitude (Cayman)
Cayman Islands
$4.48M
NA
10
NewEdge Advisors
Louisiana
$3.86M
TAM
11
Titleist Asset Management
Texas
$3.39M
USCWA
12
U.S. Capital Wealth Advisors
Texas
$2.9M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.83M
FHC
14
First Heartland Consultants
Missouri
$2.24M
Raymond James Financial
15
Raymond James Financial
Florida
$2.08M
SCA
16
Snowden Capital Advisors
New York
$1.81M
CRWM
17
Castle Rock Wealth Management
California
$1.75M
AWM
18
Apollon Wealth Management
South Carolina
$1.66M
ORC
19
O'Rourke & Company
Massachusetts
$1.61M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.51M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.33M
LPL Financial
22
LPL Financial
California
$1.31M
PCM
23
Pennsylvania Capital Management
Pennsylvania
$1.09M
KF
24
Krilogy Financial
Missouri
$1.07M
QC
25
Quadrature Capital
United Kingdom
$913K