IVES

Dan IVES Wedbush AI Revolution ETF

116 hedge funds and large institutions have $225M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
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
Lido Advisors
51
Lido Advisors
California
$448K
EWM
52
Empirical Wealth Management
Washington
$444K
MSA
53
Marino Stram & Associates
Massachusetts
$441K
Simplex Trading
54
Simplex Trading
Illinois
$432K
KWA
55
Kellett Wealth Advisors
Ohio
$387K
AQR Capital Management
56
AQR Capital Management
Connecticut
$381K
MML Investors Services
57
MML Investors Services
Massachusetts
$364K
FWSM
58
First Wilshire Securities Management
California
$364K
EWA
59
Evolution Wealth Advisors
Florida
$349K
BHPW
60
Box Hill Private Wealth
Arizona
$322K
DWP
61
Daymark Wealth Partners
Ohio
$286K
CA
62
CV Advisors
Florida
$252K
JIP
63
Jaffetilchin Investment Partners
Florida
$250K
IFWM
64
Institute for Wealth Management
Colorado
$244K
HSA
65
HBK Sorce Advisory
Pennsylvania
$243K
PWA
66
Primoris Wealth Advisors
Florida
$237K
IAIM
67
International Assets Investment Management
Florida
$235K
SAM
68
Seelaus Asset Management
New Jersey
$226K
WMA
69
Wealth Management Associates
New Jersey
$226K
CFP
70
Curran Financial Partners
South Carolina
$217K
RWM
71
Ritholtz Wealth Management
New York
$208K
SPC
72
Sigma Planning Corp
Michigan
$206K
IA
73
IAM Advisory
Pennsylvania
$204K
VA
74
Valmark Advisers
Ohio
$203K
SOS
75
Silver Oak Securities
Tennessee
$202K