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
IAIM
76
International Assets Investment Management
Florida
$177K
Morgan Stanley
77
Morgan Stanley
New York
$115K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$112K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$107K
Simplex Trading
80
Simplex Trading
Illinois
$106K
Osaic Holdings
81
Osaic Holdings
Arizona
$106K
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.7K
NFSG
83
Newbridge Financial Services Group
Florida
$88.4K
ASN
84
Advisory Services Network
Georgia
$80.7K
IAAG
85
Innovative Asset Advisors Group
Connecticut
$79.8K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$68.1K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$63.8K
BIAS
88
Beacon Investment Advisory Services
New Jersey
$45.1K
DPW
89
DiNuzzo Private Wealth
Pennsylvania
$34.8K
MCM
90
MAI Capital Management
Ohio
$33.8K
Group One Trading
91
Group One Trading
Illinois
$32.3K
TCM
92
TD Capital Management
Tennessee
$30.8K
CMP
93
Coston McIsaac & Partners
Maine
$26K
US Bancorp
94
US Bancorp
Minnesota
$25.5K
PFO
95
Pioneer Family Office
Florida
$24.1K
VNA
96
Valley National Advisers
Pennsylvania
$19K
BlackRock
97
BlackRock
New York
$17K
CSB
98
City State Bank
Iowa
$14.2K
SPIA
99
Steward Partners Investment Advisory
New York
$13.4K
JP Morgan Chase
100
JP Morgan Chase
New York
$13.2K