Brown Advisory
IVES

Brown Advisory’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Brown Advisory’s Portfolio IVES Stock Details IVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.27M Buy
112,176
+81,992
+272% +$2.89M 0.01% 580
2026
Q1 		$856K Buy
30,184
+10,209
+51% +$316K ﹤0.01% 890
2025
Q4 		$631K Buy
19,975
+2,141
+12% +$70.1K ﹤0.01% 990
2025
Q3 		$573K Buy
17,834
+164
+0.9% +$4.71K ﹤0.01% 999
2025
Q2 		$479K Buy
+17,670
New +$462K ﹤0.01% 1029

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brown Advisory's IVES Position: Q2 2026 in Review

Brown Advisory increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 272% in Q2 2026, buying an estimated $2.89M and bringing the position to 112,176 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #580.

Brown Advisory first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Brown Advisory held 112,176 shares of Dan IVES Wedbush AI Revolution ETF worth $4.27M as of Q2 2026.
  • Brown Advisory bought 81,992 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $2.89M.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #580 holding.
  • Brown Advisory first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.