IVES(IVES)
IVES
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HighTower Advisors, LLC | 756.78K | Jun 30, 26 | +79.29K | 3.17% |
| STIFEL FINANCIAL CORP | 280.69K | Jun 30, 26 | +98.19K | 1.17% |
| NEW WAVE WEALTH ADVISORS LLC | 280.22K | Jun 30, 26 | +15.05K | 1.17% |
| WEDBUSH SECURITIES INC | 262.19K | Jun 30, 26 | -654.55K | 1.10% |
| Cambridge Investment Research Advisors, Inc. | 242.78K | Jun 30, 26 | +57.02K | 1.02% |
| RAYMOND JAMES FINANCIAL INC | 241.03K | Jun 30, 26 | +167.74K | 1.01% |
| NewEdge Advisors, LLC | 172.42K | Jun 30, 26 | +36.26K | 0.72% |
| Longitude (Cayman) Ltd. | 161.00K | Jun 30, 26 | +3.00K | 0.67% |
| TITLEIST ASSET MANAGEMENT, LLC | 131.66K | Jun 30, 26 | +12.22K | 0.55% |
| Cetera Investment Advisers | 112.25K | Jun 30, 26 | +12.36K | 0.47% |
| BROWN ADVISORY INC | 112.18K | Jun 30, 26 | +81.99K | 0.47% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 106.13K | Jun 30, 26 | +106.13K | 0.44% |
| Beacon Pointe Advisors, LLC | 78.83K | Jun 30, 26 | +78.83K | 0.33% |
| Federation des caisses Desjardins du Quebec | 72.14K | Jun 30, 26 | +68.98K | 0.30% |
| Snowden Capital Advisors LLC | 68.42K | Jun 30, 26 | +4.72K | 0.29% |
| Castle Rock Wealth Management, LLC | 65.58K | Jun 30, 26 | +4.67K | 0.27% |
| O'ROURKE & COMPANY, Inc | 64.61K | Jun 30, 26 | +7.86K | 0.27% |
| CITADEL ADVISORS LLC | 60.19K | Jun 30, 26 | +45.81K | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 55.91K | Jun 30, 26 | +2.81K | 0.23% |
| First Heartland Consultants, Inc. | 55.76K | Jun 30, 26 | -23.19K | 0.23% |
| Apollon Wealth Management, LLC | 55.33K | Jun 30, 26 | -3.17K | 0.23% |
| AE Wealth Management LLC | 53.80K | Jun 30, 26 | +26.14K | 0.23% |
| Qube Research & Technologies Ltd | 53.43K | Jun 30, 26 | +53.43K | 0.22% |
| CAPTRUST FINANCIAL ADVISORS | 44.47K | Jun 30, 26 | -216.22K | 0.19% |
| LPL Financial LLC | 43.79K | Jun 30, 26 | -2.23K | 0.18% |
| Mesirow Financial Investment Management, Inc. | 41.29K | Jun 30, 26 | +21.02K | 0.17% |
| BXM Wealth LLC | 38.73K | Jun 30, 26 | +7.14K | 0.16% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 36.53K | Jun 30, 26 | -2.06K | 0.15% |
| Farther Finance Advisors, LLC | 35.59K | Jun 30, 26 | +3.98K | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 35.38K | Jun 30, 26 | +35.38K | 0.15% |
| Tower Research Capital LLC (TRC) | 33.20K | Jun 30, 26 | +33.20K | 0.14% |
| COZAD ASSET MANAGEMENT INC | 31.93K | Jun 30, 26 | +269 | 0.13% |
| Tripletail Wealth Management, LLC | 30.18K | Jun 30, 26 | +17.60K | 0.13% |
| Mutual Advisors, LLC | 30.14K | Jun 30, 26 | -1.19K | 0.13% |
| Janney Montgomery Scott LLC | 29.36K | Jun 30, 26 | -284 | 0.12% |
| VERUS CAPITAL PARTNERS, LLC | 29.09K | Jun 30, 26 | +4.59K | 0.12% |
| Kestra Advisory Services, LLC | 28.24K | Jun 30, 26 | -2.29K | 0.12% |
| GTS SECURITIES LLC | 27.52K | Jun 30, 26 | +7.76K | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 27.20K | Jun 30, 26 | +7.94K | 0.11% |
| Mariner, LLC | 23.37K | Jun 30, 26 | -1.00K | 0.10% |
| Everstar Asset Management, LLC | 21.52K | Jun 30, 26 | +1.49K | 0.09% |
| Sun Financial Inc | 21.03K | Jun 30, 26 | +483 | 0.09% |
| WORLD EQUITY GROUP, INC. | 20.44K | Jun 30, 26 | -1.08K | 0.09% |
| Allworth Financial LP | 20.11K | Jun 30, 26 | -3.53K | 0.08% |
| MADDEN SECURITIES Corp | 19.82K | Jun 30, 26 | -500 | 0.08% |
| GRIFFIN ASSET MANAGEMENT, INC. | 19.42K | Jun 30, 26 | -1.76K | 0.08% |
| Estate Planners Group, LLC | 18.65K | Jun 30, 26 | +898 | 0.08% |
| Krilogy Financial LLC | 17.08K | Jun 30, 26 | -15.89K | 0.07% |
| MARINO, STRAM & ASSOCIATES LLC | 16.73K | Jun 30, 26 | +1.42K | 0.07% |
| SRS Capital Advisors, Inc. | 16.14K | Jun 30, 26 | +16.14K | 0.07% |
| MML INVESTORS SERVICES, LLC | 16.04K | Jun 30, 26 | +2.74K | 0.07% |
| Cresset Asset Management, LLC | 15.34K | Jun 30, 26 | +2.50K | 0.06% |
| Avidian Wealth Solutions, LLC | 15.00K | Jun 30, 26 | +15.00K | 0.06% |
| VestGen Advisors, LLC | 14.42K | Jun 30, 26 | -200 | 0.06% |
| Sigma Planning Corp | 14.26K | Jun 30, 26 | +578 | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 14.25K | Jun 30, 26 | +2.01K | 0.06% |
| XTX Topco Ltd | 14.10K | Jun 30, 26 | +14.10K | 0.06% |
| CIBC WORLD MARKET INC. | 12.64K | Jun 30, 26 | +1.38K | 0.05% |
| ROYAL BANK OF CANADA | 12.46K | Jun 30, 26 | -65 | 0.05% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 11.50K | Jun 30, 26 | -- | 0.05% |
| HBK Sorce Advisory LLC | 11.43K | Jun 30, 26 | +2.60K | 0.05% |
| Marex Group plc | 10.56K | Jun 30, 26 | +10.56K | 0.04% |
| RITHOLTZ WEALTH MANAGEMENT | 10.35K | Jun 30, 26 | +189 | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 10.00K | Jun 30, 26 | -- | 0.04% |
| Evolution Wealth Advisors, LLC | 9.54K | Jun 30, 26 | +165 | 0.04% |
| Concurrent Investment Advisors, LLC | 9.43K | Jun 30, 26 | +9.43K | 0.04% |
| Lido Advisors, LLC | 9.42K | Jun 30, 26 | -5.25K | 0.04% |
| Intellectus Partners, LLC | 9.01K | Jun 30, 26 | +9.01K | 0.04% |
| FMR LLC | 8.41K | Jun 30, 26 | +8.41K | 0.04% |
| BANK OF MONTREAL /CAN/ | 8.31K | Jun 30, 26 | +916 | 0.03% |
| Box Hill Private Wealth LLC | 8.28K | Jun 30, 26 | -4.42K | 0.03% |
| Vines Capital Management, LLC | 8.09K | Jun 30, 26 | +8.09K | 0.03% |
| Banque Cantonale Vaudoise | 8.00K | Jun 30, 26 | +8.00K | 0.03% |
| CV Advisors LLC | 7.98K | Jun 30, 26 | -- | 0.03% |
| Kellett Wealth Advisors, LLC | 7.88K | Jun 30, 26 | -- | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 7.60K | Jun 30, 26 | +3.87K | 0.03% |
| Runnymede Capital Advisors, Inc. | 7.50K | Jun 30, 26 | -- | 0.03% |
| Seelaus Asset Management LLC | 7.37K | Jun 30, 26 | -- | 0.03% |
| FORVIS Wealth Advisors, LLC | 6.50K | Jun 30, 26 | +6.50K | 0.03% |
| Valmark Advisers, Inc. | 6.42K | Jun 30, 26 | +6.42K | 0.03% |
| Integrated Investment Consultants, LLC | 6.33K | Jun 30, 26 | +6.33K | 0.03% |
| MORGAN STANLEY | 6.28K | Jun 30, 26 | +2.21K | 0.03% |
| American Financial Advisors, LLC | 6.08K | Jun 30, 26 | +6.08K | 0.03% |
| Clientfirst Wealth Management, LLC | 6.00K | Jun 30, 26 | +6.00K | 0.03% |
| Clear Point Advisors Inc. | 5.79K | Jun 30, 26 | +5.79K | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 5.69K | Jun 30, 26 | +5.69K | 0.02% |
| Wealth Alliance | 5.58K | Jun 30, 26 | +5.58K | 0.02% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.55K | Jun 30, 26 | +5.55K | 0.02% |
| Redhawk Wealth Advisors, Inc. | 5.46K | Jun 30, 26 | +5.46K | 0.02% |
| Prime Capital Investment Advisors, LLC | 5.34K | Jun 30, 26 | +5.34K | 0.02% |
| SlateStone Wealth, LLC | 5.29K | Jun 30, 26 | +5.29K | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.88K | Jun 30, 26 | -2.30K | 0.02% |
| TD Waterhouse Canada Inc. | 3.62K | Jun 30, 26 | -203.13K | 0.02% |
| Newbridge Financial Services Group, Inc. | 3.12K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.10K | Jun 30, 26 | +700 | 0.01% |
| Cascades Capital Asset Management, LLC | 3.01K | Jun 30, 26 | +3.01K | 0.01% |
| CENTAURUS FINANCIAL, INC. | 2.80K | Jun 30, 26 | +2.80K | 0.01% |
| Innovative Asset Advisors Group, LLC | 2.71K | Jun 30, 26 | -100 | 0.01% |
| Institute for Wealth Management, LLC. | 2.35K | Jun 30, 26 | -6.35K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.35K | Jun 30, 26 | +96 | 0.01% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.59K | Jun 30, 26 | -- | 0.01% |
| DiNuzzo Private Wealth, Inc. | 1.23K | Jun 30, 26 | -- | 0.01% |
| Coston, McIsaac & Partners | 1.13K | Jun 30, 26 | +195 | 0.00% |
| TD Capital Management LLC | 1.08K | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 1.01K | Jun 30, 26 | +1.01K | 0.00% |
| Pioneer Family Office, LLC | 850 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 729 | Jun 30, 26 | +255 | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 704 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 684 | Jun 30, 26 | +684 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 600 | Jun 30, 26 | +600 | 0.00% |
| City State Bank | 500 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 490 | Jun 30, 26 | +2 | 0.00% |
| HUNTINGTON NATIONAL BANK | 422 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 401 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 370 | Jun 30, 26 | -- | 0.00% |
| Milestone Investment Advisors LLC | 335 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 328 | Jun 30, 26 | +328 | 0.00% |
| NBC SECURITIES, INC. | 300 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 288 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 196 | Jun 30, 26 | +196 | 0.00% |
| Russell Investments Group, Ltd. | 181 | Jun 30, 26 | -15 | 0.00% |
| Hughes Financial Services, LLC | 168 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 104 | Jun 30, 26 | -36 | 0.00% |
| MCF Advisors LLC | 91 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 76 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 70 | Jun 30, 26 | -- | 0.00% |
| Sachetta, LLC | 65 | Jun 30, 26 | +65 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 63 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 49 | Jun 30, 26 | -19.96K | 0.00% |
| Triumph Capital Management | 38 | Jun 30, 26 | +10 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 25 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 17 | Jun 30, 26 | +17 | 0.00% |
| CoreCap Advisors, LLC | 8 | Jun 30, 26 | -- | 0.00% |
| KERR FINANCIAL PLANNING Corp | 1 | Jun 30, 26 | -8 | 0.00% |
| HARBOUR INVESTMENTS, INC. | -- | Jun 30, 26 | -100 | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -10.67K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -900 | -- |
| Quadrature Capital Ltd | -- | Jun 30, 26 | -32.18K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.84K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -600 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.19K | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -17 | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -3.96K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -1.14K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -8.00K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -10.01K | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -12 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -47.04K | -- |
| Vienna Asset Management LLC | -- | Jun 30, 26 | -20.53K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -3.75K | -- |
| HB Wealth Management, LLC | -- | Jun 30, 26 | -18.18K | -- |
| U.S. Capital Wealth Advisors, LLC | 102.31K | Mar 31, 26 | +3.39K | 0.43% |
| Sunbelt Securities, Inc. | 7.07K | Mar 31, 26 | +4.73K | 0.03% |
| CWM, LLC | 3.77K | Mar 31, 26 | +443 | 0.02% |
| Anchor Investment Management, LLC | 18 | Mar 31, 26 | -- | 0.00% |
| Jaffetilchin Investment Partners, LLC | -- | Mar 31, 26 | -7.91K | -- |
| MGB Wealth Management, LLC | 77.23K | Dec 31, 25 | +28.18K | 0.32% |
| CIBC Private Wealth Group, LLC | 2.80K | Dec 31, 25 | +145 | 0.01% |
| ORG Partners LLC | 160 | Dec 31, 25 | +30 | 0.00% |
| FSA Wealth Management LLC | 200 | Sep 30, 25 | +200 | 0.00% |
| American Portfolios Advisors | 146 | Sep 30, 22 | +146 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.27K | Dec 31, 19 | -- | 0.01% |
| Advisor Group, Inc. | 526 | Dec 31, 19 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 6.44K | Jun 30, 17 | +6.44K | 0.03% |