IVES

Dan Wedbush Ai Rev Etf

Latest period2026 - Q1Total superinvestors122

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 122 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
Wendy Olson@Wedbush Securities Inc
Recent Activity
Increased 12.59%
0.76%
$26.008M
916,734 shares@ 28.38 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 24.59%
0.03%
$19.221M
677,488 shares@ 28.38 avg price
Teresa Douberly@New Wave Wealth Advisors Llc
Recent Activity
New Position
2.62%
$7.523M
265,168 shares@ 28.37 avg price
DENISE M BUCHANAN@Captrust Financial Advisors
Recent Activity
New Position
0.02%
$7.396M
260,683 shares@ 28.38 avg price
Philip Kapler@Willow Financial Llc
Recent Activity
New Position
7.27%
$7.175M
252,923 shares@ 28.38 avg price
Kevin Bresler@Td Waterhouse Canada Inc.
Recent Activity
Decreased -20.16%
0.02%
$5.931M
206,741 shares@ 28.69 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Increased 5.17%
0.02%
$5.27M
185,753 shares@ 28.38 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 28.73%
0.01%
$5.177M
182,494 shares@ 28.38 avg price
Laurent Fresard@Longitude (cayman) Ltd.
Recent Activity
Increased 18.8%
1.84%
$4.482M
158,000 shares@ 28.37 avg price
Will Brand@Newedge Advisors, Llc
Recent Activity
Increased 4.68%
0.01%
$136.159M
136,159 shares@ 1000.0 avg price

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