IVES

Dan IVES Wedbush AI Revolution ETF

118 hedge funds and large institutions have $140M invested in Dan IVES Wedbush AI Revolution ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$112K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$107K
Simplex Trading
78
Simplex Trading
Illinois
$106K
Osaic Holdings
79
Osaic Holdings
Arizona
$106K
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.7K
NFSG
81
Newbridge Financial Services Group
Florida
$88.4K
ASN
82
Advisory Services Network
Georgia
$80.7K
IAAG
83
Innovative Asset Advisors Group
Connecticut
$79.8K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$68.1K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$63.8K
BIAS
86
Beacon Investment Advisory Services
New Jersey
$45.1K
DPW
87
DiNuzzo Private Wealth
Pennsylvania
$34.8K
MCM
88
MAI Capital Management
Ohio
$33.8K
Group One Trading
89
Group One Trading
Illinois
$32.3K
TCM
90
TD Capital Management
Tennessee
$30.8K
CMP
91
Coston McIsaac & Partners
Maine
$26K
US Bancorp
92
US Bancorp
Minnesota
$25.5K
PFO
93
Pioneer Family Office
Florida
$24.1K
VNA
94
Valley National Advisers
Pennsylvania
$19K
BlackRock
95
BlackRock
New York
$17K
CSB
96
City State Bank
Iowa
$14.2K
SPIA
97
Steward Partners Investment Advisory
New York
$13.4K
JP Morgan Chase
98
JP Morgan Chase
New York
$13.2K
HNB
99
Huntington National Bank
Ohio
$12K
BWL
100
Bogart Wealth LLC
Virginia
$11.4K