IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

DAN Ives WB AI PR & Inft ETF (IVEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Titleist Asset Management, LLC
NEW
Shares18,770
Change+18,770
Value$473.4K
Filed 2026-10-08
Private Advisor Group, LLC
NEW
Shares11,634
Change+11,634
Value$293.4K
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares10,067 from 86,943
Change-76,876 (-88%)
Value$253.9K (-$2.2M)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares3,319
Change+3,319
Value$84
Filed 2026-10-02
UBS Group AG
NEW
Shares783
Change+783
Value$19.7K
Filed 2026-11-10
Roble, Belko & Company, Inc
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$3 ($0)
Filed 2026-11-09
Cetera Investment Advisers
N/A
Shares— from 31,109
Change-31,109 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,720
Change-12,720 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Titleist Asset Management, LLC
NEW18,770—+18,770——$473.4K—2026-10-08
Private Advisor Group, LLC
NEW11,634—+11,634——$293.4K—2026-11-10
Commonwealth Equity Services, LLC
DECREASED10,06786,943-76,876-88%$2.4M$253.9K-$2.2M2026-11-02
Polaris Financial Partners
NEW3,319—+3,319——$84—2026-10-02
UBS Group AG
NEW783—+783——$19.7K—2026-11-10
Roble, Belko & Company, Inc
UNCHANGED10510500%$3$3$02026-11-09
Cetera Investment Advisers
N/A—31,109-31,109-100%$869.9K———
Envestnet Asset Management Inc
N/A—14,865-14,865-100%$415.7K———
NewEdge Advisors, LLC
N/A—12,720-12,720-100%$355.7K———
Captrust Financial Advisors
N/A—10,050-10,050-100%$281.0K———
Susquehanna International Group, LLP
N/A—9,088-9,088-100%$254.1K———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$56———
Showing 12 of 12 institutions