IVES

Dan IVES Wedbush AI Revolution ETF

119 hedge funds and large institutions have $229M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.44M
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$457K
AWM
52
AE Wealth Management
Kansas
$453K
Lido Advisors
53
Lido Advisors
California
$448K
EWM
54
Empirical Wealth Management
Washington
$444K
MSA
55
Marino Stram & Associates
Massachusetts
$441K
Simplex Trading
56
Simplex Trading
Illinois
$432K
KWA
57
Kellett Wealth Advisors
Ohio
$387K
AQR Capital Management
58
AQR Capital Management
Connecticut
$381K
MML Investors Services
59
MML Investors Services
Massachusetts
$364K
FWSM
60
First Wilshire Securities Management
California
$364K
EWA
61
Evolution Wealth Advisors
Florida
$349K
BHPW
62
Box Hill Private Wealth
Arizona
$322K
DWP
63
Daymark Wealth Partners
Ohio
$286K
CA
64
CV Advisors
Florida
$252K
JIP
65
Jaffetilchin Investment Partners
Florida
$250K
IFWM
66
Institute for Wealth Management
Colorado
$244K
HSA
67
HBK Sorce Advisory
Pennsylvania
$243K
PWA
68
Primoris Wealth Advisors
Florida
$237K
IAIM
69
International Assets Investment Management
Florida
$235K
SAM
70
Seelaus Asset Management
New Jersey
$226K
WMA
71
Wealth Management Associates
New Jersey
$226K
CFP
72
Curran Financial Partners
South Carolina
$217K
RWM
73
Ritholtz Wealth Management
New York
$208K
SPC
74
Sigma Planning Corp
Michigan
$206K
IA
75
IAM Advisory
Pennsylvania
$204K