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IVES · Dan IVES Wedbush AI Revolution ETF

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$39.97 -0.29 (-0.72%) At close · Aug 14

Portfolio holdings reported by registered funds to the SEC on Form N-PORT — the individual securities a fund owns. Only mutual funds, ETFs and closed-end funds file N-PORT, so operating companies show no data.

Dan IVES Wedbush AI Revolution ETF

Reported 2026-01-30
Net Assets
$1,034,487,644
Total Assets
$1,035,137,179
Holdings
31
Filed
2026-03-25
Holding Balance Value % Net Assets
Micron Technology Inc 156,081 $64,754,885 6.26%
NVIDIA Corp 282,528 $53,999,577 5.22%
TSMC 162,823 $53,822,771 5.20%
Meta Platforms Inc 73,620 $52,748,730 5.10%
Alphabet Inc 154,889 $52,352,482 5.06%
Amazon.com Inc 213,164 $51,010,145 4.93%
Apple Inc 177,890 $46,158,897 4.46%
Advanced Micro Devices Inc 188,842 $44,704,567 4.32%
Alibaba Group Holding Ltd 261,989 $44,422,855 4.29%
Microsoft Corp 102,860 $44,259,629 4.28%
Tesla Inc 102,570 $44,147,154 4.27%
Broadcom Inc 132,636 $43,942,307 4.25%
IBM 123,507 $37,879,597 3.66%
GE Vernova Inc 50,798 $36,898,143 3.57%
Oracle Corp 207,153 $34,093,241 3.30%
Palantir Technologies Inc 225,876 $33,111,163 3.20%
Palo Alto Networks Inc 164,342 $29,083,604 2.81%
Shopify Inc 212,461 $27,881,257 2.70%
Baidu Inc 179,940 $27,563,209 2.66%
Crowdstrike Holdings Inc 61,175 $27,002,951 2.61%
CoreWeave Inc 264,685 $24,665,995 2.38%
Snowflake Inc 124,029 $23,900,388 2.31%
IREN Ltd 426,259 $22,907,159 2.21%
MongoDB Inc 52,972 $19,670,093 1.90%
ROBLOX Corp 284,404 $18,702,407 1.81%
Nebius Group NV 217,183 $18,501,820 1.79%
Zscaler Inc 87,148 $17,430,471 1.68%
Oklo Inc 191,749 $15,267,055 1.48%
Innodata Inc 218,181 $12,095,955 1.17%
Pegasystems Inc 238,455 $10,418,099 1.01%
Dreyfus Treasury Obligations Cash Management Fund 1,701,422 $1,701,422 0.16%
Showing 1–31 of 31 holdings
Key facts CIK 2055464 CUSIP 947913109 13F (30d) 53 filings 53 filers