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
WS
1
Wedbush Securities
California
$26M
HighTower Advisors
2
HighTower Advisors
Illinois
$19.2M
NWWA
3
New Wave Wealth Advisors
Arkansas
$7.52M
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$7.4M
WF
5
Willow Financial
Arkansas
$7.18M
TWC
6
TD Waterhouse Canada
Ontario, Canada
$5.93M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.27M
Stifel Financial
8
Stifel Financial
Missouri
$5.18M
LC
9
Longitude (Cayman)
Cayman Islands
$4.48M
TAM
10
Titleist Asset Management
Texas
$3.39M
USCWA
11
U.S. Capital Wealth Advisors
Texas
$2.9M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.83M
FHC
13
First Heartland Consultants
Missouri
$2.24M
Raymond James Financial
14
Raymond James Financial
Florida
$2.08M
SCA
15
Snowden Capital Advisors
New York
$1.81M
CRWM
16
Castle Rock Wealth Management
California
$1.75M
AWM
17
Apollon Wealth Management
South Carolina
$1.66M
ORC
18
O'Rourke & Company
Massachusetts
$1.61M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.51M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.33M
LPL Financial
21
LPL Financial
California
$1.31M
PCM
22
Pennsylvania Capital Management
Pennsylvania
$1.09M
KF
23
Krilogy Financial
Missouri
$1.07M
QC
24
Quadrature Capital
United Kingdom
$913K
FFA
25
Farther Finance Advisors
California
$907K