Public ownership evidence

Dan IVES Wedbush AI Revolution ETF (IVES) Ownership Disclosures

Read IVES insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Dan IVES Wedbush AI Revolution ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
78,827
Value (USD)
$3,003,309
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVES fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVES fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-1978,827$3,003,309None
Integrated Investment Consultants, LLC2026-06-302026-08-186,334$241,329None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,800$107,000None
Vines Capital Management, LLC2026-06-302026-08-158,094$308,381None
Tripletail Wealth Management, LLC2026-06-302026-08-1530,180$1,125,110None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,000$38,070None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1571,140$2,710,434None
Marex Group Ltd2026-06-302026-08-1510,559$402,298None
Mutual Advisors, LLC2026-06-302026-08-1530,139$1,148,296None
Milestone Investment Advisors LLC2026-06-302026-08-15335$12,764None
O'ROURKE & COMPANY, Inc2026-06-302026-08-1564,612$2,461,748None
NFSG Corp2026-06-302026-08-153,115$118,682None
XTX Topco Ltd2026-06-302026-08-1514,104$537,362None
Qube Research & Technologies Ltd2026-06-302026-08-1553,427$2,035,569None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,010$228,981None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,589$60,538None
JANE STREET GROUP, LLC2026-06-302026-08-1534,300$1,306,830Call
GTS SECURITIES LLC2026-06-302026-08-1527,522$1,048,588None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-150$2None
Cascades Capital Asset Management, LLC2026-06-302026-08-153,006$114,534None
BROWN ADVISORY INC2026-06-302026-08-15101,976$3,885,286None
BROWN ADVISORY INC2026-06-302026-08-1510,200$388,620None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1517$615None
Cresset Asset Management, LLC2026-06-302026-08-1515,337$584,339None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1510,000$381,000None
ROYAL BANK OF CANADA2026-06-302026-08-1512,455$475,000None
CITADEL ADVISORS LLC2026-06-302026-08-1515,000$571,500Put
CITADEL ADVISORS LLC2026-06-302026-08-1560,187$2,293,125None
CITADEL ADVISORS LLC2026-06-302026-08-1545,900$1,748,790Call
FIRST WILSHIRE SECURITIES MANAGEMENT INC2026-06-302026-08-1511,500$438,150None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15221,649$8,444,827None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,382$738,454None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-1531,926$1,216,388None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15684$26,060None
Estate Planners Group, LLC2026-06-302026-08-1418,653$710,690None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14729$27,775None
UBS Group AG2026-06-302026-08-1449$1,867None
Mariner, LLC2026-06-302026-08-1423,374$890,532None
CIBC WORLD MARKET INC.2026-06-302026-08-1412,644$481,736None
Snowden Capital Advisors LLC2026-06-302026-08-1468,417$2,606,688None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1444,467$1,694,193None
RENAISSANCE TECHNOLOGIES LLC2026-06-302026-08-1435,384$1,348,130None
MORGAN STANLEY2026-06-302026-08-145,277$201,054None
MORGAN STANLEY2026-06-302026-08-141,000$38,100None
FMR LLC2026-06-302026-08-148,413$320,539None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14422$16,078None
Sun Financial Inc2026-06-302026-08-1321,031$818,737None
Intellectus Partners, LLC2026-06-302026-08-139,005$343,108None
Coston, McIsaac & Partners2026-06-302026-08-13195$7,000None
Coston, McIsaac & Partners2026-06-302026-08-13931$35,000None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗Integrated Investment Consultants, LLC ↗CENTAURUS FINANCIAL, INC. ↗Vines Capital Management, LLC ↗Tripletail Wealth Management, LLC ↗Federation des caisses Desjardins du Quebec ↗Federation des caisses Desjardins du Quebec ↗Marex Group Ltd ↗Mutual Advisors, LLC ↗Milestone Investment Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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