IVES

Dan IVES Wedbush AI Revolution ETF

115 hedge funds and large institutions have $224M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
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
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$78.1M
WS
2
Wedbush Securities
California
$25.7M
HighTower Advisors
3
HighTower Advisors
Illinois
$17.2M
FHC
4
First Heartland Consultants
Missouri
$10.2M
TWC
5
TD Waterhouse Canada
Ontario, Canada
$8.18M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.58M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.82M
Stifel Financial
9
Stifel Financial
Missouri
$4.48M
LC
10
Longitude (Cayman)
Cayman Islands
$4.2M
NA
11
NewEdge Advisors
Louisiana
$4.11M
Citadel Advisors
12
Citadel Advisors
Florida
$3.47M
USCWA
13
U.S. Capital Wealth Advisors
Texas
$3.13M
TAM
14
Titleist Asset Management
Texas
$2.79M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.45M
MWM
16
MGB Wealth Management
Texas
$2.44M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.26M
Jane Street
18
Jane Street
New York
$2.03M
SCA
19
Snowden Capital Advisors
New York
$1.92M
CCS
20
Concentric Capital Strategies
Connecticut
$1.91M
CRWM
21
Castle Rock Wealth Management
California
$1.8M
Raymond James Financial
22
Raymond James Financial
Florida
$1.67M
LPL Financial
23
LPL Financial
California
$1.48M
KF
24
Krilogy Financial
Missouri
$1.33M
ORC
25
O'Rourke & Company
Massachusetts
$1.23M