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Disclosery

IVES WEDBUSH SER TR

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DAN IVE REVO ETF (fund)

134 managers (134 13F filers) reported a position in IVES shares at 2026-06-30, 4,716,460 shares in all. 36 filers opened a position and 17 filers sold out during the quarter.

Managers
134
13F filers
134
New
36
Added
46
Reduced
27
Sold out
17
Shares held by filers
4,716,460

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC756,776$28.8M0.03%+79,28813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP280,685$10.7M0.01%+98,19113F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC280,218$10.7M2.92%+15,05013F-HR/ATimeline
WEDBUSH SECURITIES INC262,186$9.99M0.26%-654,54813F-HRTimeline
Cambridge Investment Research Advisors,…242,775$9.25M0.02%+57,02213F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC241,031$9.18M<0.01%+167,73513F-HRTimelineGroup
NewEdge Advisors, LLC172,418$6.57M0.02%+36,25913F-HRTimeline
Longitude (Cayman) Ltd.161,000$6.13M4.05%+3,00013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC131,658$5.02M0.34%+12,22113F-HRTimeline
Cetera Investment Advisers112,247$4.28M<0.01%+12,35513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC112,176$4.27M0.01%+81,99213F-HRTimelineGroup
Avior Wealth Management, LLC106,132$4.04M0.11%new13F-HRTimeline
Beacon Pointe Advisors, LLC78,827$3M0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…72,140$2.75M0.01%+68,98013F-HRTimeline
Snowden Capital Advisors LLC68,417$2.61M0.06%+4,72013F-HRTimeline
Castle Rock Wealth Management, LLC65,575$2.49M0.49%+4,66913F-HRTimeline
O'ROURKE & COMPANY, Inc64,612$2.46M0.86%+7,85613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,187$2.29M<0.01%+45,80813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC55,915$2.13M<0.01%+2,81513F-HRTimeline
First Heartland Consultants, Inc.55,763$2.12M0.14%-23,18713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC55,330$2.11M0.03%-3,16913F-HRTimelineGroup
AE Wealth Management LLC53,798$2.05M0.01%+26,14413F-HRTimeline
Qube Research & Technologies Ltd53,427$2.04M<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,467$1.69M<0.01%-216,21613F-HRTimeline
LPL Financial LLC43,793$1.67M<0.01%-2,22513F-HRTimeline
Mesirow Financial Investment Management…41,294$1.57M0.02%+21,02213F-HRTimeline
BXM Wealth LLC38,725$1.48M0.8%+7,14513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV36,533$1.39M0.35%-2,06013F-HRTimeline
Farther Finance Advisors, LLC35,593$1.36M0.01%+3,98413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,384$1.35M<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,199$1.26M0.03%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC31,926$1.22M0.08%+26913F-HRTimeline
Mutual Advisors, LLC30,139$1.15M0.02%-1,19013F-HRTimeline
Tripletail Wealth Management, LLC30,180$1.13M1.29%+17,60013F-HRTimeline
Janney Montgomery Scott LLC29,356$1.12M<0.01%-28413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC29,094$1.11M0.06%+4,59413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,239$1.08M<0.01%-2,28513F-HRTimelineGroup
GTS SECURITIES LLC27,522$1.05M0.02%+7,75713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,200$1.04M0.02%+7,93713F-HRTimeline
Mariner, LLCin group Mariner, LLC23,374$891K<0.01%-1,00013F-HRTimelineGroup
Everstar Asset Management, LLC21,521$820K0.4%+1,48813F-HRTimeline
Sun Financial Inc21,031$819K0.39%+48313F-HRTimeline
WORLD EQUITY GROUP, INC.20,444$779K0.17%-1,07813F-HRTimeline
Allworth Financial LP20,113$766K<0.01%-3,52613F-HRTimeline
MADDEN SECURITIES Corp19,825$755K0.21%-50013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.19,422$740K0.08%-1,75613F-HRTimeline
Estate Planners Group, LLC18,653$711K0.32%+89813F-HRTimeline
Krilogy Financial LLC17,076$651K0.02%-15,89413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC16,728$637K0.1%+1,41513F-HRTimeline
Arax Advisory Partners16,144$615K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC16,036$611K<0.01%+2,74213F-HRTimeline
Cresset Asset Management, LLC15,337$584K<0.01%+2,50013F-HRTimeline
Avidian Wealth Enterprises, LLC14,998$571K0.02%new13F-HRTimeline
VestGen Advisors, LLC14,422$549K0.02%-20013F-HRTimeline
Sigma Planning Corp14,257$543K0.01%+57813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,247$543K<0.01%+2,01013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd14,104$537K0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.12,644$482K<0.01%+1,38313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,455$475K<0.01%-6513F-HRTimelineGroup
HBK Sorce Advisory LLC11,428$440K0.01%+2,59813F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,500$438K0.09%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd10,559$402K<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT10,352$394K0.01%+18913F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,000$381K<0.01%013F-HRTimelineGroup
Evolution Wealth Advisors, LLC9,540$363K0.04%+16513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,428$359K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,420$359K<0.01%-5,24813F-HRTimelineGroup
Intellectus Partners, LLC9,005$343K0.06%new13F-HRTimeline
FMR LLCin group FMR LLC8,413$321K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,310$317K<0.01%+91613F-HRTimelineGroup
Box Hill Private Wealth LLC8,281$316K0.25%-4,41913F-HRTimeline
Vines Capital Management, LLC8,094$308K0.25%new13F-HR/ATimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise8,000$305K0.02%new13F-HRTimelineGroup
CV Advisors LLC7,982$304K0.06%013F-HRTimeline
Kellett Wealth Advisors, LLC7,880$300K0.14%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,599$290K<0.01%+3,87013F-HRTimelineGroup
Runnymede Capital Advisors, Inc.7,505$286K0.17%013F-HRTimeline
Seelaus Asset Management LLC7,365$281K0.2%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,500$248K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.6,419$245K<0.01%new13F-HRTimeline
Integrated Investment Consultants, LLC6,334$241K0.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,277$239K<0.01%+2,21013F-HRTimelineGroup
American Financial Advisors, LLC6,080$232K0.03%new13F-HRTimeline
Clientfirst Wealth Management, LLC6,000$229K0.19%new13F-HRTimeline
Clear Point Advisors Inc.5,792$221K0.2%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,688$217K<0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC5,585$213K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,554$212K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.5,460$208K0.02%new13F-HRTimeline
Prime Capital Investment Advisors, LLC5,342$204K<0.01%new13F-HRTimeline
SlateStone Wealth, LLC5,295$202K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,883$147K0.01%-2,30013F-HRTimeline
TD Waterhouse Canada Inc.3,616$137K<0.01%-203,12513F-HRTimeline
NFSG Corp3,115$119K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,100$118K<0.01%+70013F-HRTimelineGroup
Cascades Capital Asset Management, LLC3,006$115K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,800$107K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC2,712$103K0.05%-10013F-HRTimeline
Institute for Wealth Management, LLC.2,352$89.6K0.01%-6,35113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,346$89.4K<0.01%+9613F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…1,590$60.6K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,225$46.7K<0.01%013F-HRTimeline
Coston, McIsaac & Partners1,126$42K0.01%+19513F-HRTimeline
TD Capital Management LLC1,084$41.3K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,015$38.7K<0.01%new13F-HRTimeline
Pioneer Family Office, LLC850$32.4K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…729$27.8K<0.01%+25513F-HRTimeline
VALLEY NATIONAL ADVISERS INC704$26.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN684$26.1K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/600$22.8K<0.01%new13F-HRTimelineGroup
City State Bank500$19.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO490$18.3K<0.01%+213F-HRTimelineGroup
Bogart Wealth, LLC401$15.3K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC370$14.1K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC335$12.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.328$12.5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$11.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC288$11K<0.01%013F-HRTimeline
GAMMA Investing LLC200$7.62K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…181$6.9K<0.01%-1513F-HRTimelineGroup
Hughes Financial Services, LLC168$6.4K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.104$3.96K<0.01%-3613F-HRTimeline
MCF Advisors LLC91$3.47K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.76$2.9K<0.01%013F-HRTimeline
Abound Wealth Management70$2.68K<0.01%013F-HRTimeline
Sachetta, LLC65$2.46K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.63$2.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG49$1.87K<0.01%-19,95713F-HRTimelineGroup
Triumph Capital Management38$1.45K<0.01%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25$953<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17$615<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC8$305<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1$39<0.01%-813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS0$2<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.