Dan Wedbush Ai Rev ETF
$42.02+0.4%
+$5.1M
Net Activity
-7.44% total shares
Institutions Holding
138
Popularity Rank
#3879
Avg Weight
0.10%
Total Value
$173.4M
138 institutions currently hold IVES, with 87 net buyers and 44 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
44
Net Buying Institutions
87
Top 5 by Value
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Across its top 20 institutional holders, IVES's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 28/100).
IVES ranks #3879 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
138 institutions disclose a position in IVES, but none treat it as a major bet — even New Wave Wealth Advisors LLC, its most concentrated holder, allocates just 2.9% of its own portfolio to it.
New Wave Wealth Advisors LLC has added to its IVES position for two straight quarters, increasing it by $3.7M to reach $11.2M today.
TD Waterhouse Canada Inc. has trimmed its IVES position for two straight quarters, cutting it by $5.8M while still holding $121.3K.
IVES is up 0.4% today, and institutions have been net buyers of $5.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$57.3M
Total Buy Value
$50.2M
Total Sell Value
87
Net Buyers
44
Net Sellers
IVES
Q2 2026
Top 5 Institutional Movers
-$26.0M
+$9.6M
+$7.1M
+$6.4M
-$5.8M
IVES does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
947913109
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Access IVES's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/IVESCLI
npx alphasmo stocks get IVES