DAN Wedbush AI REV ETF (IVES): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IVES for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 135

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$38.1

+34.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IVES (all 13F filers)

HighTower Advisors757 KWealth adviser+79 K
Stifel Financial281 KWealth adviser+98 K
New Wave Wealth Advisors280 KWealth adviser+15 K
Wedbush Securities262 KType not verified−655 K
Cambridge Investment Research Advisors243 KWealth adviser+57 K
Raymond James Financial241 KWealth adviser+168 K
NewEdge Advisors172 KWealth adviser+36 K
Longitude (Cayman)161 KType not verified+3,000
Titleist Asset Management132 KType not verified+12 K
Cetera Investment Advisers112 KWealth adviser+12 K

Filer	Type
HighTower Advisors	Wealth adviser	757 K	+79 K	$28.8M
Stifel Financial	Wealth adviser	281 K	+98 K	$10.7M
New Wave Wealth Advisors	Wealth adviser	280 K	+15 K	$10.7M
Wedbush Securities	Type not verified	262 K	−655 K	$10.0M
Cambridge Investment Research Advisors	Wealth adviser	243 K	+57 K	$9.3M
Raymond James Financial	Wealth adviser	241 K	+168 K	$9.2M
NewEdge Advisors	Wealth adviser	172 K	+36 K	$6.6M
Longitude (Cayman)	Type not verified	161 K	+3,000	$6.1M
Titleist Asset Management	Type not verified	132 K	+12 K	$5.0M
Cetera Investment Advisers	Wealth adviser	112 K	+12 K	$4.3M

HighTower Advisors
Shares
757 K
Change
+79 K
See more
Type
Wealth adviser
Value
$28.8M
Stifel Financial
Shares
281 K
Change
+98 K
See more
Type
Wealth adviser
Value
$10.7M
New Wave Wealth Advisors
Shares
280 K
Change
+15 K
See more
Type
Wealth adviser
Value
$10.7M
Wedbush Securities
Shares
262 K
Change
−655 K
See more
Type
Type not verified
Value
$10.0M
Cambridge Investment Research Advisors
Shares
243 K
Change
+57 K
See more
Type
Wealth adviser
Value
$9.3M
Raymond James Financial
Shares
241 K
Change
+168 K
See more
Type
Wealth adviser
Value
$9.2M
NewEdge Advisors
Shares
172 K
Change
+36 K
See more
Type
Wealth adviser
Value
$6.6M
Longitude (Cayman)
Shares
161 K
Change
+3,000
See more
Type
Type not verified
Value
$6.1M
Titleist Asset Management
Shares
132 K
Change
+12 K
See more
Type
Type not verified
Value
$5.0M
Cetera Investment Advisers
Shares
112 K
Change
+12 K
See more
Type
Wealth adviser
Value
$4.3M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗