MML INVESTORS SERVICES, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 701059
SPRINGFIELD, MA
Position in IVES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$377,150
+$12,687 QoQ
Shares Held
13,294
+15.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,150 | 13,294 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $364,463 | 11,530 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $306,392 | 9,539 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||