Skip to content
Disclosery

IVES WEDBUSH SER TR

Follow

DAN IVE REVO ETF (fund)

119 managers (119 13F filers) reported a position in IVES shares at 2025-12-31, 7,301,855 shares in all. 31 filers opened a position and 12 filers sold out during the quarter.

Managers
119
13F filers
119
New
31
Added
54
Reduced
14
Sold out
12
Shares held by filers
7,301,855

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,471,633$78.1M0.14%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC814,241$25.7M0.75%+110,83513F-HRTimeline
HighTower Advisors, LLC543,805$17.2M0.02%+332,42613F-HRTimeline
First Heartland Consultants, Inc.322,364$10.2M0.77%+124,64313F-HRTimeline
TD Waterhouse Canada Inc.258,969$8.18M0.05%+200,40413F-HRTimeline
Cambridge Investment Research Advisors,…176,626$5.58M0.01%+97,15513F-HRTimeline
Cetera Investment Advisers158,020$5M0.01%-46,73913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,599$4.82M<0.01%+141,51913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP141,773$4.48M<0.01%+64,79113F-HRTimelineGroup
Longitude (Cayman) Ltd.133,000$4.2M3.64%13F-HRTimeline
NewEdge Advisors, LLC130,074$4.11M0.01%+35,09713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,618$3.47M<0.01%-33,60413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC98,914$3.13M0.08%+87,03413F-HRTimeline
Willow Financial LLC96,303$3.04M3.1%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC88,384$2.79M0.23%+41,00313F-HRTimeline
Janney Montgomery Scott LLC77,552$2.45M0.01%+5,59213F-HRTimeline
MGB Wealth Management, LLC77,230$2.44M0.7%+28,17813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,585$2.26M<0.01%+29,88513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,315$2.03M<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC60,642$1.92M0.05%+2,26013F-HRTimeline
Concentric Capital Strategies, LP60,542$1.91M0.1%-267,28313F-HRTimeline
Castle Rock Wealth Management, LLC57,822$1.8M0.39%+5,49313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,834$1.67M<0.01%+38,23913F-HRTimelineGroup
LPL Financial LLC46,870$1.48M<0.01%-102,50013F-HRTimeline
Krilogy Financial LLC40,575$1.33M0.05%+1,47613F-HRTimeline
O'ROURKE & COMPANY, Inc39,028$1.23M0.48%+14,83413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV37,859$1.2M0.33%+25,65413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC34,325$1.08M0.02%+13,33313F-HRTimelineGroup
Belvedere Trading LLC32,825$1.04M0.19%-16,88313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,614$999K<0.01%-52,97013F-HRTimelineGroup
Cresset Asset Management, LLC30,878$976K<0.01%+18,12513F-HRTimeline
COZAD ASSET MANAGEMENT INC29,974$947K0.07%+3,84613F-HRTimeline
BXM Wealth LLC101,572$900K0.69%+90,48213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,316$800K<0.01%+2,23613F-HRTimelineGroup
CMC Financial Group24,769$783K1.4%+65213F-HRTimeline
Private Advisor Group, LLC22,826$722K<0.01%new13F-HRTimeline
Allworth Financial LP22,579$714K<0.01%+3,44213F-HRTimeline
Mariner, LLCin group Mariner, LLC22,556$713K<0.01%+10,12313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.21,493$679K0.19%+3013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.21,347$675K0.07%-47713F-HRTimeline
Farther Finance Advisors, LLC20,825$658K0.01%+8,67613F-HRTimeline
MADDEN SECURITIES Corp20,335$643K0.2%+50013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,975$631K<0.01%+2,14113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC19,884$629K0.01%+12,12013F-HRTimeline
DAVENPORT & Co LLC18,525$586K<0.01%+45513F-HRTimeline
Sun Financial Inc18,523$586K0.33%13F-HRTimeline
Mutual Advisors, LLC16,534$523K0.01%+1,60113F-HRTimeline
VestGen Advisors, LLC15,964$505K0.02%+2,91713F-HRTimeline
Estate Planners Group, LLC15,861$501K0.22%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,151$485K0.03%+8,81613F-HR/ATimeline
CIBC WORLD MARKET INC.14,466$457K<0.01%+4,34513F-HRTimeline
AE Wealth Management LLC14,323$453K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,141$448K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…14,040$444K0.01%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC13,957$441K0.08%+26013F-HRTimeline
SIMPLEX TRADING, LLC13,662$432K0.01%-21,74213F-HRTimeline
Kellett Wealth Advisors, LLC12,241$387K0.22%+1,68013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,050$381K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,530$364K<0.01%+1,99113F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,500$364K0.09%new13F-HRTimeline
Evolution Wealth Advisors, LLC11,030$349K0.04%-17013F-HRTimeline
Box Hill Private Wealth LLC10,196$322K0.33%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,037$286K0.01%new13F-HRTimeline
CV Advisors LLC7,982$252K0.06%013F-HRTimeline
Jaffetilchin Investment Partners, LLC7,914$250K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.7,729$244K0.03%new13F-HRTimeline
HBK Sorce Advisory LLC7,991$243K0.01%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC7,500$237K0.14%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,443$235K0.02%new13F-HRTimeline
Seelaus Asset Management LLC7,165$226K0.18%new13F-HRTimeline
Wealth Management Associates, Inc.7,150$226K0.08%new13F-HRTimeline
Curran Financial Partners, LLC6,872$217K0.04%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,577$208K<0.01%+16113F-HRTimeline
Sigma Planning Corp6,512$206K0.01%new13F-HRTimeline
IAM Advisory, LLC6,456$204K0.05%+2613F-HRTimeline
Valmark Advisers, Inc.6,419$203K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,333$202K0.01%-92213F-HRTimeline
True Wealth Design, LLC6,166$195K0.06%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,915$155K<0.01%new13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,955$125K<0.01%+1513F-HR/ATimelineGroup
Cascades Capital Asset Management, LLC3,910$124K0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,328$105K<0.01%+3,07813F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,330$105K<0.01%+1,94513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,800$88.5K<0.01%+14513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,685$84.8K<0.01%+38513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,400$75.9K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.2,340$74K<0.01%+2,22813F-HRTimeline
Tripletail Wealth Management, LLC2,100$66.4K0.08%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,532$48.4K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC1,305$41.3K<0.01%-1,78513F-HRTimeline
Coston, McIsaac & Partners1,126$35K0.01%+75513F-HRTimeline
TD Capital Management LLC1,084$34.3K<0.01%+413F-HRTimeline
MAI Capital Management1,000$31.6K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC926$29.3K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/925$29.2K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\900$28.4K<0.01%013F-HRTimelineGroup
Pioneer Family Office, LLC850$26.9K0.02%13F-HRTimeline
NFSG Corp760$24K<0.01%new13F-HRTimeline
City State Bank500$15.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO476$15K<0.01%-1213F-HRTimelineGroup
Steward Partners Investment Advisory, L…474$15K<0.01%013F-HRTimeline
Bogart Wealth, LLC401$12.7K<0.01%+30113F-HRTimeline
JFS WEALTH ADVISORS, LLC370$11.7K<0.01%-25013F-HRTimeline
VALLEY NATIONAL ADVISERS INC350$11K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$9.48K<0.01%new13F-HRTimeline
Legacy Bridge, LLC300$9.48K<0.01%+25013F-HRTimeline
Clearstead Advisors, LLC288$9.1K<0.01%013F-HRTimeline
Modus Advisors, LLC251$7.94K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC168$5.31K<0.01%013F-HRTimeline
ORG Partners LLC160$5.06K<0.01%+3013F-HRTimeline
IFC & Insurance Marketing, Inc.100$3K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.76$2.4K<0.01%013F-HRTimeline
Abound Wealth Management70$2.22K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.60$1.9K<0.01%+3013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS52$1.64K<0.01%-31,64813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV25$790<0.01%new13F-HRTimeline
Triumph Capital Management22$695<0.01%new13F-HRTimeline
Anchor Investment Management, LLC18$569<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp13$382<0.01%013F-HR/ATimeline