Dan Ives WB AI PR & Inft ETFIVEPETF
13F holders, Q2 2026 (June 30)8holders
$27.96avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Dan Ives WB AI PR & Inft ETF (IVEP) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($2.4M), Cetera Investment Advisers ($870K) and Envestnet Asset Management Inc. ($416K).
- Company
- Dan Ives WB AI PR & Inft ETF
- Filed as
- WEDBUSH SER TR (Q2 2026)
- CUSIP
- 947913406
- Latest filing quarter
- Q2 2026
Total Exit/New Position Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.6M |
| Exits | 0 | $0 |
Ownership 8 holders
| Commonwealth Equity Services, LLC | 0.00% | New | 86,943 | $2.4M |
| Cetera Investment Advisers | 0.00% | New | 31,109 | $870K |
| Envestnet Asset Management Inc. | 0.00% | New | 14,865 | $416K |
| NewEdge Advisors, LLC | 0.00% | New | 12,720 | $356K |
| Captrust Financial Advisors | 0.00% | New | 10,050 | $281K |
| Susquehanna International Group, LLP | 0.00% | New | 9,088 | $254K |
| Roble, Belko & Company, Inc | 0.00% | New | 105 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $56 |
"% of holder's portfolio" is IVEP's weight in each manager's 13F, not the share of Dan Ives WB AI PR & Inft ETF the manager owns.