Dan Ives Published New Ives AI 30 Research Report
The research report updates the constituent list for investment funds managing over $1 billion in assets.
Updated on Oct. 8, 2026 in Artificial Intelligence
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Dan Ives published the latest Ives AI 30 research report on October 8, 2026. This data-driven list serves as the foundation for rebalancing the portfolios of funds currently overseeing more than $1 billion in total assets.
Why it matters
The research provides a framework for tracking participation in the AI economy through institutional investment vehicles. By formalizing these holdings, the report aligns asset allocations with current sector research.
The Ives AI 30 research report benchmarks portfolio selection against current market analysis of the AI economy. The $1 billion in combined assets across the funds represents the total capital currently subject to the rebalancing process driven by this report.
The players
Dan Ives
Financial researcher and analyst known for tracking market participation in the AI economy.
Wedbush Fund Advisers
Investment firm that serves as the adviser for funds utilizing the Ives AI 30 list.
Yorkville Ives & Co.
Registered broker-dealer headquartered in Mountainside, New Jersey.
The details
The Ives AI 30 research utilizes proprietary methodology to select companies for inclusion in the portfolio managed by Wedbush Fund Advisers. Once selected, these holdings are integrated into the exchange-traded fund structure, with Yorkville Ives & Co. acting as the registered broker-dealer facilitating the transition. The rebalancing process ensures that the fund composition reflects the latest findings identified in the research.
Timeline
October 8, 2026: Dan Ives published the Ives AI 30 research report.
In the coming days: The IVES ETF is expected to rebalance.
The Tech Race
The release of the Ives AI 30 list updates the strategic positioning of funds competing for capital within the AI economy. This report establishes the current research benchmark used to differentiate these portfolios from broader sector indices.
Investors tracking the IVES ETF should anticipate changes to the fund's underlying holdings as the rebalance proceeds. The shift in assets will reflect the latest research-based selections identified in the October 8 report.
The takeaway
The publication of the Ives AI 30 report marks the beginning of the rebalancing phase for funds managed by Wedbush Fund Advisers. Stakeholders should monitor the fund’s updated holdings in the coming days to identify the latest sectoral shifts.
What happens next
The IVES ETF is scheduled to complete its portfolio rebalancing in the coming days.
Further reading
For broader trends in the AI investment landscape, see our Artificial Intelligence coverage.
More information
View the complete Wedbush Funds prospectus and summary prospectus for additional fund details.
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