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DAN Wedbush AI REV ETF (IVES)

CUSIP: 947913109 | NYSE | 201 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Thrivent Financial for Lutherans2,486,846
0.0% of portfolio›$102.1K
New Wave Wealth Advisors LLC271,225
2.9% of portfolio›$11.2M
Cambridge Investment Research Advisors, Inc.207,961
0.0% of portfolio›$8.5K
Wedbush Securities Inc164,214
0.0% of portfolio›$6.7K
Titleist Asset Management, LLC140,101
0.4% of portfolio›$5.8M
Apollon Wealth Management, LLC55,547
0.0% of portfolio›$2.3M
Commonwealth Equity Services, LLC49,828
0.0% of portfolio›$2.0M
Mesirow Financial Investment Management, Inc.46,415
0.0% of portfolio›$1.9M
Castle Rock Wealth Management, LLC44,621
0.4% of portfolio›$1.9M
Polaris Financial Partners41,191
0.8% of portfolio›$1.7K
First Heartland Consultants, Inc.40,543
0.1% of portfolio›$1.7M
Farther Finance Advisors, LLC38,256
0.0% of portfolio›$1.6M
Pennsylvania Capital Management Inc36,567
0.4% of portfolio›$1.5M
Kestra Advisory Services, LLC34,427
0.0% of portfolio›$1.4M
Independent Financial Group, LLC30,113
0.0% of portfolio›$1.2M
Verus Capital Partners, LLC29,424
0.1% of portfolio›$1.2M
Avidian Wealth Enterprises, LLC21,741
0.0% of portfolio›$892.5K
Sigma Planning Corp20,421
0.0% of portfolio›$838.3K
Madden Securities Corp19,825
0.2% of portfolio›$813.8K
Griffin Asset Management, Inc.19,422
0.1% of portfolio›$797.3K
World Equity Group, Inc.19,199
0.3% of portfolio›$788.1K
Lido Advisors, LLC17,020
0.0% of portfolio›$698.7K
Simplex Trading, LLC13,536
0.0% of portfolio›$555.7K
VestGen Advisors, LLC13,022
0.0% of portfolio›$534.6K
Evolution Wealth Advisors, LLC8,980
0.0% of portfolio›$368.6K
Tactive Advisors, LLC8,800
0.1% of portfolio›$361.2K
Box Hill Private Wealth LLC8,554
0.3% of portfolio›$351.1K
Krilogy Financial LLC8,056
0.0% of portfolio›$333.4K
CV Advisors LLC7,982
0.1% of portfolio›$327.7K
Kellett Wealth Advisors, LLC7,880
0.1% of portfolio›$323.5K
Ascentis Independent Advisors7,000
0.0% of portfolio›$287.4K
Concurrent Investment Advisors, LLC6,520
0.0% of portfolio›$267.6K
Forvis Mazars Wealth Advisors, LLC6,500
0.0% of portfolio›$266.8K
Clientfirst Wealth Management, LLC6,000
0.2% of portfolio›$246.3K
Redhawk Wealth Advisors, Inc.5,874
0.0% of portfolio›$241.1K
Relyea Zuckerberg Hanson LLC5,541
0.0% of portfolio›$227.4K
Daymark Wealth Partners, LLC5,168
0.0% of portfolio›$212.1K
NTV Asset Management LLC5,000
0.0% of portfolio›$205.3K
Nfsg Corp3,115
0.0% of portfolio›$127.9K
TD Waterhouse Canada Inc.2,929
0.0% of portfolio›$121.3K
Assetmark, Inc1,640
0.0% of portfolio›$67.3K
Beacon Investment Advisory Services, Inc.1,590
0.0% of portfolio›$65.3K
DiNuzzo Private Wealth, Inc.1,225
0.0% of portfolio›$50.3K
Versant Capital Management, Inc1,015
0.0% of portfolio›$41.7K
Pioneer Family Office, LLC850
0.0% of portfolio›$34.9K
Valley National Advisers Inc704
0.0% of portfolio›$28.9K
City State Bank500
0.0% of portfolio›$20.5K
JFS Wealth Advisors, LLC370
0.0% of portfolio›$15.2K
Milestone Investment Advisors LLC335
0.0% of portfolio›$13.8K
North Star Investment Management Corp.328
0.0% of portfolio›$13.5K
Lanark Financial, Inc.300
0.0% of portfolio›$12.3K
Markowski Investments200
0.0% of portfolio›$8.2K
Gamma Investing LLC200
0.0% of portfolio›$8.2K
Hughes Financial Services, LLC168
0.0% of portfolio›$6.6K
SJS Investment Consulting Inc.105
0.0% of portfolio›$4.3K
Abound Wealth Management70
0.0% of portfolio›$2.9K
Country Trust Bank66
0.0% of portfolio›$2.7K
Dhjj Financial Advisors, Ltd.63
0.0% of portfolio›$2.6K
Triumph Capital Management40
0.0% of portfolio›$1.6K
Creative Financial Designs Inc25
0.0% of portfolio›$1.0K
CoreCap Advisors, LLC8
0.0% of portfolio›$328
StyleTurnoverLocationFiled
Thrivent Financial for Lutherans
2,486,846$102.1K0.0%GARPMediumMinneapolis, MN2026-11-05
New Wave Wealth Advisors LLC
271,225$11.2M2.9%CoreMediumSpringdale, AR2026-10-19
Cambridge Investment Research Advisors, Inc.
207,961$8.5K0.0%ETFLowFairfield, IA2026-11-02
Wedbush Securities Inc
164,214$6.7K0.0%CoreLowPasadena, CA2026-10-22
Titleist Asset Management, LLC
140,101$5.8M0.4%ETFLowSan Antonio, TX2026-10-08
Apollon Wealth Management, LLC
55,547$2.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Commonwealth Equity Services, LLC
49,828$2.0M0.0%ETFLowWaltham, MA2026-11-02
Mesirow Financial Investment Management, Inc.
46,415$1.9M0.0%CoreLowChicago, IL2026-11-05
Castle Rock Wealth Management, LLC
44,621$1.9M0.4%GrowthMediumWalnut Creek, CA2026-10-09
Polaris Financial Partners
41,191$1.7K0.8%GrowthN/AWesterville, OH2026-10-02
First Heartland Consultants, Inc.
40,543$1.7M0.1%ETFMediumLake St. Louis, MO2026-10-08
Farther Finance Advisors, LLC
38,256$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Pennsylvania Capital Management Inc
36,567$1.5M0.4%GrowthLowHuntingdon Valley, PA2026-11-05
Kestra Advisory Services, LLC
34,427$1.4M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
30,113$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Verus Capital Partners, LLC
29,424$1.2M0.1%GrowthLowScottsdale, AZ2026-11-03
Avidian Wealth Enterprises, LLC
21,741$892.5K0.0%ETFLowHouston, TX2026-10-08
Sigma Planning Corp
20,421$838.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Madden Securities Corp
19,825$813.8K0.2%GrowthMediumDallas, TX2026-10-27
Griffin Asset Management, Inc.
19,422$797.3K0.1%CoreLowNew York, NY2026-10-22
World Equity Group, Inc.
19,199$788.1K0.3%GrowthMediumSchaumburg, IL2026-10-14
Lido Advisors, LLC
17,020$698.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Simplex Trading, LLC
13,536$555.7K0.0%CoreVery HighChicago, IL2026-11-04
VestGen Advisors, LLC
13,022$534.6K0.0%GrowthMediumChicago, IL2026-10-27
Evolution Wealth Advisors, LLC
8,980$368.6K0.0%ETFLowAventura, FL2026-11-03
Tactive Advisors, LLC
8,800$361.2K0.1%ETFHighJacksonville, FL2026-10-08
Box Hill Private Wealth LLC
8,554$351.1K0.3%ETFLowScottsdale, AZ2026-10-05
Krilogy Financial LLC
8,056$333.4K0.0%GrowthLowSt. Louis, MO2026-10-13
CV Advisors LLC
7,982$327.7K0.1%GrowthVery LowAventura, FL2026-10-13
Kellett Wealth Advisors, LLC
7,880$323.5K0.1%ETFMediumCincinnati, OH2026-10-15
Ascentis Independent Advisors
7,000$287.4K0.0%ETFLowDallas, TX2026-11-03
Concurrent Investment Advisors, LLC
6,520$267.6K0.0%GrowthMediumTampa, FL2026-10-16
Forvis Mazars Wealth Advisors, LLC
6,500$266.8K0.0%ETFVery LowSpringfield, MO2026-10-13
Clientfirst Wealth Management, LLC
6,000$246.3K0.2%Deep ValueVery LowLittle Rock, AR2026-11-04
Redhawk Wealth Advisors, Inc.
5,874$241.1K0.0%ETFHighMinneapolis, MN2026-10-14
Relyea Zuckerberg Hanson LLC
5,541$227.4K0.0%ETFLowStamford, CT2026-10-20
Daymark Wealth Partners, LLC
5,168$212.1K0.0%CoreLowCincinnati, OH2026-11-04
NTV Asset Management LLC
5,000$205.3K0.0%GrowthLowCharleston, WV2026-10-23
Nfsg Corp
3,115$127.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
2,929$121.3K0.0%CoreLowToronto, Australia2026-10-16
Assetmark, Inc
1,640$67.3K0.0%ETFLowConcord, CA2026-10-21
Beacon Investment Advisory Services, Inc.
1,590$65.3K0.0%GrowthLowMorristown, NJ2026-10-13
DiNuzzo Private Wealth, Inc.
1,225$50.3K0.0%ETFLowBeaver, PA2026-10-16
Versant Capital Management, Inc
1,015$41.7K0.0%GARPLowPhoenix, AZ2026-10-02
Pioneer Family Office, LLC
850$34.9K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Valley National Advisers Inc
704$28.9K0.0%ETFLowBethlehem, PA2026-10-23
City State Bank
500$20.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
JFS Wealth Advisors, LLC
370$15.2K0.0%ETFVery LowHermitage, PA2026-11-03
Milestone Investment Advisors LLC
335$13.8K0.0%ETFVery LowMiddleton, WI2026-11-05
North Star Investment Management Corp.
328$13.5K0.0%CoreLowChicago, IL2026-10-27
Lanark Financial, Inc.
300$12.3K0.0%CoreMediumBirmingham, AL2026-10-26
Markowski Investments
200$8.2K0.0%ETFN/ATampa, FL2026-10-30
Gamma Investing LLC
200$8.2K0.0%IndexVery LowFoster City, CA2026-10-08
Hughes Financial Services, LLC
168$6.6K0.0%ETFLowHerndon, VA2026-10-30
SJS Investment Consulting Inc.
105$4.3K0.0%ETFVery LowSylvania, OH2026-10-26
Abound Wealth Management
70$2.9K0.0%ETFVery LowFranklin, TN2026-10-26
Country Trust Bank
66$2.7K0.0%GrowthLowBloomington, IL2026-10-30
Dhjj Financial Advisors, Ltd.
63$2.6K0.0%ETFVery LowNaperville, IL2026-10-23
Triumph Capital Management
40$1.6K0.0%ETFMediumDenver, CO2026-10-14
Creative Financial Designs Inc
25$1.0K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
8$3280.0%ETFMediumSouthfield, MI2026-10-08