IVES

Dan Ives Wedbush AI Revolution ETF
$29.75-0.33 (-1.10%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.471633108481424e+248B

Total Value

$7.800034277250001e+175T

% of Float

Price History

$25.24$31.40$37.57$43.73$49.89Jan 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1THRIVENT FINANCIAL FOR LUTHERANS2,471,633$78.0M0.14%Share
2TD Capital Management LLC1,084$34.3M0.00%Share
3WEDBUSH SECURITIES INC814,241$25.0M0.73%Share
4HighTower Advisors, LLC543,805$17.0M0.02%Share
5First Heartland Consultants, Inc.322,364$10.2M0.77%Share
6TD Waterhouse Canada Inc.258,969$8.2M0.05%Share
7Cambridge Investment Research Advisors, Inc.176,626$5.0M0.01%Share
8Longitude (Cayman) Ltd.133,000$4.2M1.82%Share
9ROYAL BANK OF CANADA136,511$4.0M0.00%Share
10NewEdge Advisors, LLC130,074$4.0M0.01%Share
11STIFEL FINANCIAL CORP141,773$4.0M0.00%Share
12Cetera Investment Advisers158,020$4.0M0.00%Share
13U.S. Capital Wealth Advisors, LLC98,914$3.1M0.08%Share
14CITADEL ADVISORS LLC109,618$3.0M0.00%Share
15TITLEIST ASSET MANAGEMENT, LLC88,384$2.8M0.23%Share
16MGB Wealth Management, LLC77,230$2.4M0.70%Share
17Janney Montgomery Scott LLC77,552$2.0M0.00%Share
18COMMONWEALTH EQUITY SERVICES, LLC71,585$2.0M0.00%Share
19JANE STREET GROUP, LLC64,286$2.0M0.00%Share
20Concentric Capital Strategies, LP60,542$1.9M0.09%Share
21Castle Rock Wealth Management, LLC57,822$1.8M0.39%Share
22Krilogy Financial LLC40,575$1.3M0.05%Share
23O'ROURKE & COMPANY, Inc39,028$1.2M0.48%Share
24PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV37,859$1.2M0.33%Share
25Apollon Wealth Management, LLC34,325$1.1M0.02%Share
26Belvedere Trading LLC32,825$1.0M0.00%Share
27RAYMOND JAMES FINANCIAL INC42,621$1.0M0.00%Share
28LPL Financial LLC46,870$1.0M0.00%Share
29Snowden Capital Advisors LLC60,642$1.0M0.03%Share
30CITADEL ADVISORS LLC48,200$1.0M0.00%Call
31BXM Wealth LLC101,572$899K0.69%Share
32CMC Financial Group24,769$782K1.40%Share
33Allworth Financial LP22,579$713K0.00%Share
34WORLD EQUITY GROUP, INC.21,493$679K0.19%Share
35GRIFFIN ASSET MANAGEMENT, INC.21,347$674K0.07%Share
36Farther Finance Advisors, LLC20,825$658K0.01%Share
37MADDEN SECURITIES Corp20,335$642K0.20%Share
38DAVENPORT & Co LLC18,525$585K0.00%Share
39Sun Financial Inc18,523$585K0.33%Share
40Anchor Investment Management, LLC18$569K0.00%Share
41Mutual Advisors, LLC16,534$522K0.01%Share
42AE Wealth Management LLC14,323$452K0.00%Share
43Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14,040$443K0.01%Share
44MARINO, STRAM & ASSOCIATES LLC13,957$441K0.08%Share
45Kellett Wealth Advisors, LLC12,241$386K0.22%Share
46FIRST WILSHIRE SECURITIES MANAGEMENT INC11,500$363K0.09%Share
47Evolution Wealth Advisors, LLC11,030$348K0.04%Share
48Box Hill Private Wealth LLC10,196$322K0.33%Share
49DAYMARK WEALTH PARTNERS, LLC9,037$285K0.01%Share
50CV Advisors LLC7,982$252K0.06%Share