§ EQUITY
USDIVES
DAN WEDBUSH AI REV ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
81 increased/new, 30 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HighTower Advisors, LLC | 677K | 0.0% | +25% |
| NEW WAVE WEALTH ADVISORS LLC | 265K | 2.6% | n/a |
| CAPTRUST FINANCIAL ADVISORS | 261K | 0.0% | n/a |
| Willow Financial LLC | 253K | 7.3% | +163% |
| TD Waterhouse Canada Inc. | 207K | 0.0% | −20% |
| STIFEL FINANCIAL CORP | 182K | 0.0% | +29% |
◇ AC INTELLIGENCE
Top institutional owners for IVES as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER79.1% · 102 holders
DEALER / BANK19.5% · 15 holders
TACTICAL / MACRO1.3% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IVES in the last 180 days.