DOSSIER · 13F Holders · Q2 2026
IVEP

WEDBUSH SER TR

8 institutions still hold WEDBUSH SER TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 947913406·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
8
filers reporting
Concentration
47.85%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported IVEP in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 47.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M87K0.00%Q2 2026
02
Cetera Investment Advisers
CIK 0001666741
$870K31K0.00%Q2 2026
03
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$473K19K0.03%Q3 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$416K15K0.00%Q2 2026
05
NewEdge Advisors, LLC
CIK 0001633516
$356K13K0.00%Q2 2026
06
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$281K10K0.00%Q2 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$254K9K0.00%Q2 2026
08
Tower Research Capital LLC (TRC)
CIK 0001533421
$5620.00%Q2 2026