Who Owns DAN IVES (IVES)? -- Institutional Holders (2026-06-30)

153 institutions reported holding $183.0M of DAN IVES (IVES) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($28.8M), STIFEL FINANCIAL CORP ($10.7M), NEW WAVE WEALTH ADVISORS LLC ($10.7M), WEDBUSH SECURITIES INC ($10.0M), Cambridge Investment Research Advisors, Inc. ($9.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HighTower Advisors, LLC	$28.8M	756,776	Added
2	STIFEL FINANCIAL CORP	$10.7M	280,685	Added
3	NEW WAVE WEALTH ADVISORS LLC	$10.7M	280,218	Added
4	WEDBUSH SECURITIES INC	$10.0M	262,186	Trimmed
5	Cambridge Investment Research Advisors, Inc.	$9.2M	242,775	Added
6	RAYMOND JAMES FINANCIAL INC	$9.2M	241,031	Added
7	NewEdge Advisors, LLC	$6.6M	172,418	Added
8	Longitude (Cayman) Ltd.	$6.1M	161,000	Added
9	TITLEIST ASSET MANAGEMENT, LLC	$5.0M	131,658	Added
10	CITADEL ADVISORS LLC	$4.6M	121,087	Added
11	Cetera Investment Advisers	$4.3M	112,247	Added
12	BROWN ADVISORY INC	$4.3M	112,176	Added
13	Avior Wealth Management, LLC	$4.0M	106,132	New
14	Beacon Pointe Advisors, LLC	$3.0M	78,827	New
15	Federation des caisses Desjardins du Quebec	$2.7M	72,140	Added
16	Snowden Capital Advisors LLC	$2.6M	68,417	Added
17	Castle Rock Wealth Management, LLC	$2.5M	65,575	Added
18	O'ROURKE & COMPANY, Inc	$2.5M	64,612	Added
19	COMMONWEALTH EQUITY SERVICES, LLC	$2.1M	55,915	Added
20	First Heartland Consultants, Inc.	$2.1M	55,763	Trimmed
21	Apollon Wealth Management, LLC	$2.1M	55,330	Trimmed
22	AE Wealth Management LLC	$2.0M	53,798	Added
23	Qube Research & Technologies Ltd	$2.0M	53,427	New
24	CAPTRUST FINANCIAL ADVISORS	$1.7M	44,467	Trimmed
25	LPL Financial LLC	$1.7M	43,793	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30