IVES

Dan Wedbush Ai Rev Etf

Latest period2026 - Q2Total superinvestors41

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 41 superinvestors own shares of Dan Wedbush Ai Rev Etf (IVES), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Dan Wedbush Ai Rev Etf (IVES), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Dan Wedbush Ai Rev Etf (IVES) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Dan Wedbush Ai Rev Etf (IVES) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Teresa Douberly@New Wave Wealth Advisors Llc
Recent Activity
Increased 111.36%
2.91%
$21.353M
560,436 shares@ 38.11 avg price
Joe-Ben O'Banion@Titleist Asset Management, Llc
Recent Activity
Increased 10.24%
0.34%
$5.016M
131,658 shares@ 38.11 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
New Position
0.11%
$4.044M
106,132 shares@ 38.1 avg price
Jennifer Luippold@Castle Rock Wealth Management, Llc
Recent Activity
Increased 7.67%
0.49%
$2.486M
65,575 shares@ 37.91 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Decreased -29.36%
0.14%
$2.125M
55,763 shares@ 38.1 avg price
Michael Herman@Apollon Wealth Management, Llc
Recent Activity
Decreased -5.41%
0.03%
$2.108M
55,330 shares@ 38.1 avg price
Mary Jo Hayes@Mesirow Financial Investment Management, Inc.
Recent Activity
Increased 103.7%
0.03%
$1.573M
41,294 shares@ 38.11 avg price
Irvin G. Schorsch, III@Pennsylvania Capital Management Inc Adv
Recent Activity
Decreased -5.33%
0.36%
$1.392M
36,533 shares@ 38.1 avg price
Christopher C. Powers@Farther Finance Advisors, Llc
Recent Activity
Increased 12.61%
0.02%
$1.355M
35,593 shares@ 38.09 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
Increased 41.21%
0.02%
$1.036M
27,200 shares@ 38.1 avg price

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