DAN Ives WB AI PR & Inft ETF (IVEP)

CUSIP: 947913406 | NYSE | 12 institutional holders

Institutional Holders — Q3 2026

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0.0% of portfolio$473.4K

0.0% of portfolio$293.4K

0.0% of portfolio$253.9K

0.0% of portfolio$84

0.0% of portfolio$19.7K

0.0% of portfolio$3

				Style	Turnover	Location	Filed
Titleist Asset Management, LLC	18,770	$473.4K	0.0%	ETF	Low	San Antonio, TX	2026-10-08
Private Advisor Group, LLC	11,634	$293.4K	0.0%	ETF	Medium	Morristown, NJ	2026-11-10
Commonwealth Equity Services, LLC	10,067	$253.9K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Polaris Financial Partners	3,319	$84	0.0%	Growth	N/A	Westerville, OH	2026-10-02
UBS Group AG	783	$19.7K	0.0%	Core	Medium	Zurich, Switzerland	2026-11-10
Roble, Belko & Company, Inc	105	$3	0.0%	ETF	Very Low	Sewickley, PA	2026-11-09