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Disclosery

IVES WEDBUSH SER TR

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DAN IVE REVO ETF (fund)

120 managers (120 13F filers) reported a position in IVES shares at 2026-03-31, 5,110,814 shares in all. 24 filers opened a position and 22 filers sold out during the quarter.

Managers
120
13F filers
120
New
24
Added
48
Reduced
28
Sold out
22
Shares held by filers
5,110,814

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WEDBUSH SECURITIES INC916,734$26M0.76%+102,49313F-HRTimeline
HighTower Advisors, LLC677,488$19.2M0.02%+133,68313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC265,168$7.52M2.63%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS260,683$7.4M0.01%new13F-HRTimeline
Willow Financial LLC252,923$7.18M7.27%+156,62013F-HRTimeline
TD Waterhouse Canada Inc.206,741$5.93M0.02%-52,22813F-HRTimeline
Cambridge Investment Research Advisors,…185,753$5.27M0.01%+9,12713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP182,494$5.18M<0.01%+40,72113F-HRTimelineGroup
Longitude (Cayman) Ltd.158,000$4.48M3.91%+25,00013F-HRTimeline
NewEdge Advisors, LLC136,159$3.86M0.01%+6,08513F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC119,437$3.39M0.26%+31,05313F-HRTimeline
U.S. Capital Wealth Advisors, LLC102,306$2.9M0.07%+3,39213F-HRTimeline
Cetera Investment Advisers99,892$2.83M<0.01%-58,12813F-HRTimeline
First Heartland Consultants, Inc.78,950$2.24M0.17%-243,41413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,296$2.08M<0.01%+20,46213F-HRTimelineGroup
Snowden Capital Advisors LLC63,697$1.81M0.05%+3,05513F-HRTimeline
Castle Rock Wealth Management, LLC60,906$1.75M0.38%+3,08413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC58,499$1.66M0.03%+24,17413F-HRTimelineGroup
O'ROURKE & COMPANY, Inc56,756$1.61M0.64%+17,72813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,100$1.51M<0.01%-18,48513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,039$1.33M<0.01%new13F-HRTimelineGroup
LPL Financial LLC46,018$1.31M<0.01%-85213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV38,593$1.09M0.31%+73413F-HRTimeline
Krilogy Financial LLC32,970$1.07M0.03%-7,60513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd32,184$913K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC31,609$907K0.01%+10,78413F-HRTimeline
COZAD ASSET MANAGEMENT INC31,657$898K0.07%+1,68313F-HRTimeline
BXM Wealth LLC31,580$896K0.69%-69,99213F-HRTimeline
Mutual Advisors, LLC31,329$889K0.02%+14,79513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,524$866K<0.01%+5,20813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC30,184$856K<0.01%+10,20913F-HRTimelineGroup
Janney Montgomery Scott LLC29,640$841K<0.01%-47,91213F-HRTimeline
AE Wealth Management LLC27,654$785K<0.01%+13,33113F-HRTimeline
Sun Financial Inc20,548$760K0.38%+2,02513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC24,500$695K0.05%+9,34913F-HRTimeline
Mariner, LLCin group Mariner, LLC24,374$691K<0.01%+1,81813F-HRTimelineGroup
Allworth Financial LP23,639$671K<0.01%+1,06013F-HRTimeline
WORLD EQUITY GROUP, INC.21,522$611K0.16%+2913F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.21,178$601K0.07%-16913F-HRTimeline
Vienna Asset Management LLC20,530$582K0.46%new13F-HRTimeline
MADDEN SECURITIES Corp20,325$577K0.17%-1013F-HRTimeline
Mesirow Financial Investment Management…20,272$575K0.01%new13F-HRTimeline
Everstar Asset Management, LLC20,033$568K0.3%new13F-HRTimeline
UBS Group AGin group UBS Group AG20,006$568K<0.01%+18,47413F-HRTimelineGroup
GTS SECURITIES LLC19,765$561K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,263$546K0.01%-62113F-HR/ATimeline
VestGen Advisors, LLC14,622$526K0.01%-1,34213F-HRTimeline
HB Wealth Management, LLC18,181$516K<0.01%new13F-HRTimeline
Estate Planners Group, LLC17,755$504K0.24%+1,89413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC15,313$434K0.08%+1,35613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,668$416K<0.01%+52713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,379$408K<0.01%-95,23913F-HRTimelineGroup
Sigma Planning Corp13,679$388K0.01%+7,16713F-HRTimeline
MML INVESTORS SERVICES, LLC13,294$377K<0.01%+1,76413F-HRTimeline
Cresset Asset Management, LLC12,837$364K<0.01%-18,04113F-HRTimeline
Tripletail Wealth Management, LLC12,580$362K0.49%+10,48013F-HRTimeline
Box Hill Private Wealth LLC12,700$360K0.36%+2,50413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,520$355K<0.01%-140,07913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,237$347K<0.01%-19,37713F-HRTimelineGroup
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,500$326K0.07%013F-HRTimeline
HBK Sorce Advisory LLC8,830$321K0.01%+83913F-HRTimeline
CIBC WORLD MARKET INC.11,261$319K<0.01%-3,20513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,670$303K<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT10,163$288K0.01%+3,58613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,009$284K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,000$284K<0.01%-2,05013F-HRTimelineGroup
Evolution Wealth Advisors, LLC9,375$266K0.03%-1,65513F-HRTimeline
Institute for Wealth Management, LLC.8,703$247K0.03%+97413F-HRTimeline
Private Advisor Group, LLC8,000$227K<0.01%-14,82613F-HRTimeline
CV Advisors LLC7,982$226K0.06%013F-HRTimeline
Kellett Wealth Advisors, LLC7,880$224K0.12%-4,36113F-HRTimeline
Runnymede Capital Advisors, Inc.7,505$213K0.18%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,394$210K<0.01%new13F-HRTimelineGroup
Seelaus Asset Management LLC7,365$209K0.15%+20013F-HRTimeline
Sunbelt Securities, Inc.7,073$201K0.01%+4,73313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,183$177K0.01%-1,26013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,067$115K<0.01%-84813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,955$112K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,773$107K<0.01%+44313F-HRTimelineGroup
SIMPLEX TRADING, LLC3,745$106K<0.01%-9,91713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,729$106K<0.01%+40113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,160$89.7K<0.01%+47513F-HRTimeline
NFSG Corp3,115$88.4K0.01%+2,35513F-HRTimeline
Advisory Services Network, LLC2,844$80.7K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC2,812$79.8K0.05%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,400$68.1K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,250$63.8K<0.01%new13F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…1,590$45.1K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,225$34.8K<0.01%new13F-HRTimeline
MAI Capital Management1,190$33.8K<0.01%+19013F-HRTimeline
GROUP ONE TRADING LLC1,137$32.3K<0.01%-16813F-HRTimeline
TD Capital Management LLC1,084$30.8K<0.01%013F-HRTimeline
Coston, McIsaac & Partners931$26K0.01%-19513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\900$25.5K<0.01%013F-HRTimelineGroup
Pioneer Family Office, LLC850$24.1K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC704$19K<0.01%+35413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.600$17K<0.01%new13F-HRTimelineGroup
City State Bank500$14.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…474$13.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO488$13.2K<0.01%+1213F-HR/ATimelineGroup
Bogart Wealth, LLC401$11.4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC370$10.5K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC335$9.5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$8.51K<0.01%013F-HRTimeline
Clearstead Advisors, LLC288$8.17K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…196$5.56K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC168$4.77K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.140$3.97K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.100$2.84K<0.01%new13F-HRTimeline
MCF Advisors LLC91$2.58K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.76$2.16K<0.01%013F-HRTimeline
Abound Wealth Management70$1.99K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.63$1.79K<0.01%+313F-HRTimeline
Triumph Capital Management28$794<0.01%+613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25$709<0.01%013F-HRTimeline
Anchor Investment Management, LLC18$511<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS17$482<0.01%-3513F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC12$340<0.01%13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp9$294<0.01%-413F-HR/ATimeline
CoreCap Advisors, LLC8$227<0.01%new13F-HRTimeline