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Disclosery

IVES WEDBUSH SER TR

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DAN IVE REVO ETF (fund)

39 managers (39 13F filers) reported a position in IVES shares at 2025-06-30, 1,321,512 shares in all. 38 filers opened a position and 0 filers sold out during the quarter.

Managers
39
13F filers
39
New
38
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,321,512

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WEDBUSH SECURITIES INC332,717$9.02M0.32%new13F-HRTimeline
GTS SECURITIES LLC232,391$6.3M0.28%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC179,923$4.88M<0.01%new13F-HRTimelineGroup
Concentric Capital Strategies, LP156,715$4.25M0.24%new13F-HRTimeline
Cetera Investment Advisers78,093$2.12M<0.01%new13F-HRTimeline
Bramshill Investments, LLC41,000$1.11M0.12%new13F-HRTimeline
Krilogy Financial LLC33,586$911K0.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,660$885K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC24,885$675K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…22,078$599K<0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…21,714$589K0.16%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.21,224$575K0.07%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,927$540K<0.01%new13F-HRTimelineGroup
MADDEN SECURITIES Corp19,835$538K0.18%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,670$479K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC14,963$406K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.13,127$356K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,147$329K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,016$326K<0.01%new13F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC9,627$261K0.05%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,189$249K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,700$155K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,578$69K<0.01%new13F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,850$50.2K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,307$35.4K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT1,000$27.1K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.777$21.1K0.03%13F-HRTimeline
Abound Wealth Management565$15.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC500$14K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…394$10.7K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners350$9K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC288$7.81K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$6.78K<0.01%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…184$4.99K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC100$2.71K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.76$2.06K<0.01%new13F-HRTimeline
Legacy Bridge, LLC50$1.36K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC38$1.03K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC18$488<0.01%new13F-HRTimeline