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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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IVES — Fundamentals, Valuation & Ownership | QW Research

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Dan Ives Wedbush AI Revolution ETF (IVES)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 121 funds hold it

Ownership Change

—

vs last quarter

Crowding

88ᵗʰ pctl

more crowded than 88% of tracked stocks

Institutional Value

$115.6M

total position value across all 13F filers

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Institutional Holders

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Institutional Trends (4 Quarters)

No trend data available for this metric.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

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Crowding AnalysisCrowded

Holders121of 5,944

Avg: 68

Uncrowded88th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

73th percentile

74 buying53 selling

+26

New

-24

Closed

-2,206,741

Net shares

Ownership Concentration

Top 5: 45.8%Top 10: 62.5%

WEDBUSH SECURITIES17.7%

HighTower Advisors,13.1%

NEW WAVE WEALTH ADVISORS5.1%

CAPTRUST FINANCIAL ADVISORS5.0%

Willow Financial4.9%

Others (116)54.3%

Crowding AnalysisCrowded

Holders121of 5,944

Avg: 68

Uncrowded88th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

73th percentile

74 buying53 selling

+26

New

-24

Closed

-2,206,741

Net shares

Ownership Concentration

Top 5: 45.8%Top 10: 62.5%

WEDBUSH SECURITIES17.7%

HighTower Advisors,13.1%

NEW WAVE WEALTH ADVISORS5.1%

CAPTRUST FINANCIAL ADVISORS5.0%

Willow Financial4.9%

Others (116)54.3%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 1.26%Max: 7.27%High conviction (>1%): 3

WEDBUSH SECURITIES

HighTower Advisors,

NEW WAVE WEALTH ADVISORS

CAPTRUST FINANCIAL ADVISORS

Willow Financial

TD Waterhouse Canada

Cambridge Investment Research Advisors,

STIFEL FINANCIAL

Longitude (Cayman)

NewEdge Advisors,

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)