Dan IVES Wedbush AI Revolution ETF (IVES) Institutional Ownership $28.34 -0.29 (-1.01%) As of 08/29/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES)Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$18.94MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$1.49M Get IVES Insider Trade Alerts Want to know when executives and insiders are buying or selling Dan IVES Wedbush AI Revolution ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data IVES Institutional Buying and Selling by Quarter Dan IVES Wedbush AI Revolution ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Snowden Capital Advisors LLC24,885$675K0.0%N/A0.166% 8/15/2025 Garden State Investment Advisory Services LLC21,714$589K0.1%N/A0.145% 8/13/2025 Brown Advisory Inc.17,670$479K0.0%N/A0.118% 8/8/2025 Cetera Investment Advisers78,093$2.12M0.0%N/A0.603% 8/8/2025 PNC Financial Services Group Inc.5,700$155K0.0%N/A0.044% 8/6/2025 Wedbush Securities Inc.332,717$9.02M0.3%N/A2.570% 8/1/2025 Envestnet Asset Management Inc.32,660$885K0.0%N/A0.252% 7/25/2025 Griffin Asset Management Inc.21,224$575K0.1%N/A0.164% 7/24/2025 JFS Wealth Advisors LLC1,307$35K0.0%N/A0.010% 7/23/2025 MADDEN SECURITIES Corp19,835$538K0.2%N/A0.158% 7/18/2025 Marino Stram & Associates LLC9,627$261K0.1%N/A0.077% 7/17/2025 Albion Financial Group UT1,000$27K0.0%N/A0.008% 7/9/2025 Krilogy Financial LLC33,586$911K0.1%N/A0.285% 2/14/2025 Jane Street Group LLC19,468$945K0.0%-60.5%2.995% 2/11/2025 LPL Financial LLC16,348$793K0.0%-2.4%2.515% 1/24/2025 Spire Wealth Management2,140$104K0.0%N/A0.329% 11/20/2024 Virtu Financial LLC15,269$733K0.0%N/A2.349% 11/15/2024 Jane Street Group LLC49,237$2.36M0.0%+343.3%7.575% 8/7/2024 Wedbush Securities Inc.41,745$1.90M0.1%-7.4%6.422% (Data available from 1/1/2016 forward) IVES Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IVES shares? During the previous two years, 17 institutional investors and hedge funds held shares of Dan IVES Wedbush AI Revolution ETF. The most heavily invested institutionals were Wedbush Securities Inc. ($9.02M), Cetera Investment Advisers ($2.12M), Jane Street Group LLC ($945K), Krilogy Financial LLC ($911K), Envestnet Asset Management Inc. ($885K), LPL Financial LLC ($793K), and Virtu Financial LLC ($733K).Learn more on Dan IVES Wedbush AI Revolution ETF's institutional investors. Which institutional investors have been buying Dan IVES Wedbush AI Revolution ETF's stock? Of the 16 institutional investors that purchased Dan IVES Wedbush AI Revolution ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wedbush Securities Inc. ($332.72K), Cetera Investment Advisers ($78.09K), Jane Street Group LLC ($38.13K), Krilogy Financial LLC ($33.59K), Envestnet Asset Management Inc. ($32.66K), Snowden Capital Advisors LLC ($24.89K), and Garden State Investment Advisory Services LLC ($21.71K). How much institutional buying is happening at Dan IVES Wedbush AI Revolution ETF? Institutional investors have bought a total of 655,556 shares in the last 24 months. This purchase volume represents approximately $18.94M in transactions. Which of Dan IVES Wedbush AI Revolution ETF's major shareholders have been selling company stock? The following institutional investors have sold Dan IVES Wedbush AI Revolution ETF stock in the last 24 months: Jane Street Group LLC ($29.77K), and LPL Financial LLC ($402.00). How much institutional selling is happening at Dan IVES Wedbush AI Revolution ETF? Institutional investors have sold a total of 30,171 shares in the last 24 months. This volume of shares sold represents approximately $1.49M in transactions. 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