IVES WEDBUSH SER TR
FollowDAN IVE REVO ETF (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in IVES shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | 140,101 | $5.75M | 0.37% | +8,443 | 13F-HRTimeline |
| Castle Rock Wealth Management, LLC | 44,621 | $1.89M | 0.36% | -20,954 | 13F-HRTimeline |
| Polaris Financial Partners | 41,191 | $1.7M | 0.76% | 13F-HRTimeline | |
| First Heartland Consultants, Inc. | 40,543 | $1.66M | 0.11% | -15,220 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 38,256 | $1.57M | 0.01% | +2,663 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 21,741 | $892K | 0.02% | +6,743 | 13F-HRTimeline |
| Tactive Advisors, LLC | 8,800 | $361K | 0.09% | new | 13F-HRTimeline |
| Box Hill Private Wealth LLC | 8,554 | $351K | 0.26% | +273 | 13F-HRTimeline |
| Versant Capital Management, Inc | 1,015 | $41.7K | <0.01% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 200 | $8.21K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 8 | $328 | <0.01% | 0 | 13F-HRTimeline |