129 tracked 13F filers disclose a position in IVES as of the latest SEC 13F filings, a combined $114.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $19.2M | 677K | ▲+25% Added · +134K sh | Q1 2026 | |
| 2 | NEW WAVE WEALTH ADVISORS LLC | $10.7M | 280K | ▲+5.7% Added · +15K sh | Q2 2026 | |
| 3 | STIFEL FINANCIAL CORP | $5.2M | 182K | ▲+29% Added · +41K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $6.6M | 172K | ▲+27% Added · +36K sh | Q2 2026 | |
| 5 | Longitude | $6.1M | 161K | ▲+1.9% Added · +3K sh | Q2 2026 | |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $5.0M | 132K | ▲+10% Added · +12K sh | Q2 2026 | |
| 7 | U.S. Capital Wealth Advisors, LLC | $2.9M | 102K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $2.8M | 100K | ▼−37% Reduced · −58K sh | Q1 2026 | |
| 9 | Beacon Pointe Advisors, LLC | $3.0M | 79K | ▲New +79K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.1M | 73K | ▲+39% Added · +20K sh | Q1 2026 | |
| 11 | Castle Rock Wealth Management, LLC | $2.5M | 66K | ▲+7.7% Added · +5K sh | Q2 2026 | |
| 12 | O'ROURKE & COMPANY, Inc | $2.5M | 65K | ▲+66% Added · +26K sh | Q2 2026 | |
| 13 | Snowden Capital Advisors LLC | $1.8M | 64K | ▲+5.0% Added · +3K sh | Q1 2026 | |
| 14 | Apollon Wealth Management, LLC | $1.7M | 58K | ▲+70% Added · +24K sh | Q1 2026 | |
| 15 | First Heartland Consultants, Inc. | $2.1M | 56K | ▼−29% Reduced · −23K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 53K | ▼−26% Reduced · −18K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 47K | ▲New +47K sh | Q1 2026 | |
| 18 | LPL Financial LLC | $1.3M | 46K | ▼−1.8% Reduced · −852 sh | Q1 2026 | |
| 19 | Mesirow Financial Investment Management, Inc. | $1.6M | 41K | ▲+104% Added · +21K sh | Q2 2026 | |
| 20 | BXM Wealth LLC | $1.5M | 39K | ▲+23% Added · +7K sh | Q2 2026 | |
| 21 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $1.4M | 37K | ▼−5.3% Reduced · −2K sh | Q2 2026 | |
| 22 | Krilogy Financial LLC | $1.1M | 33K | ▼−19% Reduced · −8K sh | Q1 2026 | |
| 23 | COZAD ASSET MANAGEMENT INC | $1.2M | 32K | ▲+0.8% Added · +269 sh | Q2 2026 | |
| 24 | Farther Finance Advisors, LLC | $907K | 32K | ▲+52% Added · +11K sh | Q1 2026 | |
| 25 | Mutual Advisors, LLC | $889K | 31K | ▲+89% Added · +15K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in IVES and 20 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 63 funds | $20.0B |
| APPLE INCAAPL | 63 funds | $15.1B |
| AMAZON.COM INCAMZN | 63 funds | $10.3B |
| META PLATFORMS INC-CLASS AMETA | 63 funds | $5.2B |
| MICROSOFT CORPMSFT | 62 funds | $14.7B |
| ALPHABET INC-CL CGOOG | 61 funds | $7.7B |
| ALPHABET INC-CL AGOOGL | 61 funds | $7.1B |
| BROADCOM INCAVGO | 61 funds | $6.9B |
| JPMORGAN CHASE & COJPM | 61 funds | $4.0B |
| TESLA INCTSLA | 60 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 60 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $5.2B |
Ranked by how many of IVES's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IVESthis pageUIT EXCHANGE TRADED | 129 funds | $114.0M |
| 947913307MF Closed and MF Open | 6 funds | $5.0M |
| 947913208RETURNONLEADERSH | 1 funds | $839K |
| 947913406DAN IV AI PW ETF | 1 funds | $356K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IVES
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IVES/capital-change-brief"
Use Arkolith's capital_change_brief for IVES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IVES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.