IVES Institutional Ownership
Dan Ives Wedbush AI Revolution ETF
1W: +0.8%
1M: +8.7%
3M: +9.5%
YTD: +30.8%
1Y: +28.3%
$41.84
+0.42 (+1.01%)
Weekly Expected Move ±2.5%
$40
$41
$42
$43
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IVES
155
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
178M
Total Invested
37
New Positions
46
Increased
44
Reduced
17
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (176 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 756,776 | $32M | +79,288 | +11.7% | 5Q | SEC ↗ |
| 2 | STIFEL FINANCIAL CORP | 280,685 | $12M | +98,191 | +53.8% | 5Q | SEC ↗ |
| 3 | NEW WAVE WEALTH ADVISORS LLC | 280,218 | $12M | +15,050 | +5.7% | 2Q | SEC ↗ |
| 4 | WEDBUSH SECURITIES INC | 262,186 | $11M | -654,548 | -71.4% | 5Q | SEC ↗ |
| 5 | Willow Financial LLC | 252,923 | $11M | +156,620 | +162.6% | 2Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 242,775 | $10M | +57,022 | +30.7% | 5Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 241,031 | $10M | +167,735 | +228.8% | 4Q | SEC ↗ |
| 8 | NewEdge Advisors, LLC | 172,418 | $7M | +36,259 | +26.6% | 4Q | SEC ↗ |
| 9 | Longitude (Cayman) Ltd. | 161,000 | $7M | +3,000 | +1.9% | 3Q | SEC ↗ |
| 10 | TITLEIST ASSET MANAGEMENT, LLC | 131,658 | $6M | +12,221 | +10.2% | 4Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 112,247 | $5M | +12,355 | +12.4% | 5Q | SEC ↗ |
| 12 | BROWN ADVISORY INC | 112,176 | $5M | +81,992 | +271.6% | 5Q | SEC ↗ |
| 13 | Avior Wealth Management, LLC NEW | 106,132 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 14 | U.S. Capital Wealth Advisors, LLC | 102,306 | $4M | +3,392 | +3.4% | 3Q | SEC ↗ |
| 15 | Beacon Pointe Advisors, LLC NEW | 78,827 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Federation des caisses Desjardins du Q | 72,140 | $3M | +68,980 | +2182.9% | 4Q | SEC ↗ |
| 17 | Snowden Capital Advisors LLC | 68,417 | $3M | +4,720 | +7.4% | 5Q | SEC ↗ |
| 18 | Castle Rock Wealth Management, LLC | 65,575 | $3M | +4,669 | +7.7% | 4Q | SEC ↗ |
| 19 | O'ROURKE & COMPANY, Inc | 64,612 | $3M | +7,856 | +13.8% | 4Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 60,187 | $3M | +45,808 | +318.6% | 5Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 55,915 | $2M | +2,815 | +5.3% | 5Q | SEC ↗ |
| 22 | First Heartland Consultants, Inc. | 55,763 | $2M | -23,187 | -29.4% | 5Q | SEC ↗ |
| 23 | Apollon Wealth Management, LLC | 55,330 | $2M | -3,169 | -5.4% | 4Q | SEC ↗ |
| 24 | AE Wealth Management LLC | 53,798 | $2M | +26,144 | +94.5% | 3Q | SEC ↗ |
| 25 | Qube Research & Technologies Ltd NEW | 53,427 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CAPTRUST FINANCIAL ADVISORS | 44,467 | $2M | -216,216 | -82.9% | 2Q | SEC ↗ |
| 27 | LPL Financial LLC | 43,793 | $2M | -2,225 | -4.8% | 4Q | SEC ↗ |
| 28 | Mesirow Financial Investment Managemen | 41,294 | $2M | +21,022 | +103.7% | 2Q | SEC ↗ |
| 29 | BXM Wealth LLC | 38,725 | $2M | +7,145 | +22.6% | 4Q | SEC ↗ |
| 30 | PENNSYLVANIA CAPITAL MANAGEMENT INC /A | 36,533 | $2M | -2,060 | -5.3% | 4Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 35,593 | $1M | +3,984 | +12.6% | 4Q | SEC ↗ |
| 32 | RENAISSANCE TECHNOLOGIES LLC NEW | 35,384 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Tower Research Capital LLC (TRC) NEW | 33,199 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | COZAD ASSET MANAGEMENT INC | 31,926 | $1M | +269 | +0.8% | 4Q | SEC ↗ |
| 35 | Tripletail Wealth Management, LLC | 30,180 | $1M | +17,600 | +139.9% | 3Q | SEC ↗ |
| 36 | Mutual Advisors, LLC | 30,139 | $1M | -1,190 | -3.8% | 4Q | SEC ↗ |
| 37 | Janney Montgomery Scott LLC | 29,356 | $1M | -284 | -1.0% | 4Q | SEC ↗ |
| 38 | VERUS CAPITAL PARTNERS, LLC | 29,094 | $1M | +4,594 | +18.8% | 4Q | SEC ↗ |
| 39 | Kestra Advisory Services, LLC | 28,239 | $1M | -2,285 | -7.5% | 5Q | SEC ↗ |
| 40 | GTS SECURITIES LLC | 27,522 | $1M | +7,757 | +39.2% | 2Q | SEC ↗ |
| 41 | INDEPENDENT FINANCIAL GROUP, LLC | 27,200 | $1M | +7,937 | +41.2% | 4Q | SEC ↗ |
| 42 | Mariner, LLC | 23,374 | $978K | -1,000 | -4.1% | 5Q | SEC ↗ |
| 43 | Everstar Asset Management, LLC | 21,521 | $900K | +1,488 | +7.4% | 2Q | SEC ↗ |
| 44 | Sun Financial Inc | 21,031 | $880K | +483 | +2.4% | 3Q | SEC ↗ |
| 45 | WORLD EQUITY GROUP, INC. | 20,444 | $855K | -1,078 | -5.0% | 4Q | SEC ↗ |
| 46 | Allworth Financial LP | 20,113 | $842K | -3,526 | -14.9% | 4Q | SEC ↗ |
| 47 | MADDEN SECURITIES Corp | 19,825 | $829K | -500 | -2.5% | 5Q | SEC ↗ |
| 48 | GRIFFIN ASSET MANAGEMENT, INC. | 19,422 | $813K | -1,756 | -8.3% | 5Q | SEC ↗ |
| 49 | Estate Planners Group, LLC | 18,653 | $780K | +898 | +5.1% | 3Q | SEC ↗ |
| 50 | Krilogy Financial LLC | 17,076 | $714K | -15,894 | -48.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Avior Wealth Management, LLC | 106,132 | $4M |
| Beacon Pointe Advisors, LLC | 78,827 | $3M |
| Qube Research & Technologies Ltd | 53,427 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 35,384 | $1M |
| Tower Research Capital LLC (TRC) | 33,199 | $1M |
| Arax Advisory Partners | 16,144 | $675K |
| Avidian Wealth Enterprises, LLC | 14,998 | $628K |
| XTX Topco Ltd | 14,104 | $590K |
| Marex Group Ltd | 10,559 | $442K |
| Concurrent Investment Advisors, LLC | 9,428 | $394K |
| Intellectus Partners, LLC | 9,005 | $377K |
| FMR LLC | 8,413 | $352K |
| Vines Capital Management, LLC | 8,094 | $339K |
| Banque Cantonale Vaudoise | 8,000 | $335K |
| Forvis Mazars Wealth Advisors, LLC | 6,500 | $272K |
| Valmark Advisers, Inc. | 6,419 | $269K |
| Integrated Investment Consultants, | 6,334 | $265K |
| American Financial Advisors, LLC | 6,080 | $254K |
| Clientfirst Wealth Management, LLC | 6,000 | $251K |
| Clear Point Advisors Inc. | 5,792 | $242K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 2,471,633 | $103M |
| Concentric Capital Strategies, LP | 60,542 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 47,039 | $2M |
| Belvedere Trading LLC | 32,825 | $1M |
| Quadrature Capital Ltd | 32,184 | $1M |
| CMC Financial Group | 24,769 | $1M |
| Vienna Asset Management LLC | 20,530 | $859K |
| DAVENPORT & Co LLC | 18,525 | $775K |
| HB Wealth Management, LLC | 18,181 | $761K |
| Empirical Financial Services, LLC d | 14,040 | $587K |
| Focus Partners Wealth | 10,670 | $446K |
| GOLDMAN SACHS GROUP INC | 10,009 | $419K |
| DAYMARK WEALTH PARTNERS, LLC | 9,037 | $378K |
| Private Advisor Group, LLC | 8,000 | $335K |
| Jaffetilchin Investment Partners, L | 7,914 | $331K |
| PRIMORIS WEALTH ADVISORS, LLC | 7,500 | $314K |
| Wealth Management Associates, Inc. | 7,150 | $299K |
| Curran Financial Partners, LLC | 6,872 | $288K |
| IAM Advisory, LLC | 6,456 | $270K |
| SILVER OAK SECURITIES, INCORPORATED | 6,333 | $265K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEDBUSH SECURITIES INC | -654,548 | -71.4% | 262,186 |
| CAPTRUST FINANCIAL ADVISORS | -216,216 | -82.9% | 44,467 |
| TD Waterhouse Canada Inc. | -203,125 | -98.3% | 3,616 |
| First Heartland Consultants, Inc. | -23,187 | -29.4% | 55,763 |
| UBS Group AG | -19,957 | -99.8% | 49 |
| Krilogy Financial LLC | -15,894 | -48.2% | 17,076 |
| Institute for Wealth Management, LL | -6,351 | -73.0% | 2,352 |
| Lido Advisors, LLC | -5,248 | -35.8% | 9,420 |
| Box Hill Private Wealth LLC | -4,419 | -34.8% | 8,281 |
| Allworth Financial LP | -3,526 | -14.9% | 20,113 |
| Apollon Wealth Management, LLC | -3,169 | -5.4% | 55,330 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -2,300 | -37.2% | 3,883 |
| Kestra Advisory Services, LLC | -2,285 | -7.5% | 28,239 |
| LPL Financial LLC | -2,225 | -4.8% | 43,793 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC | -2,060 | -5.3% | 36,533 |
| GRIFFIN ASSET MANAGEMENT, INC. | -1,756 | -8.3% | 19,422 |
| Mutual Advisors, LLC | -1,190 | -3.8% | 30,139 |
| WORLD EQUITY GROUP, INC. | -1,078 | -5.0% | 20,444 |
| Mariner, LLC | -1,000 | -4.1% | 23,374 |
| MADDEN SECURITIES Corp | -500 | -2.5% | 19,825 |