13F Insight
DOSSIER · 13F Holders · Q2 2026
IVES

WEDBUSH SER TR

143 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 947913109·143 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$158M
visible holders
Holders
143
filers reporting
Concentration
18.27%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

143 institutions reported IVES in Q2 2026. HighTower Advisors, LLC leads at 18.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$29M757K0.03%Q2 202602
WEDBUSH SECURITIES INC
CIK 0001142495
$26M917K0.76%Q1 202603
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$21M560K2.91%Q2 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$11M281K0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M241K0.00%Q2 202606
Willow Financial LLC
CIK 0002077046
$7M253K7.27%Q1 202607
NewEdge Advisors, LLC
CIK 0001633516
$7M172K0.02%Q2 202608
Longitude (Cayman) Ltd.
CIK 0001664999
$6M161K1.95%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M186K0.01%Q1 202610
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$5M132K0.34%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$5M121K0.00%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$4M112K0.00%Q2 202613
Avior Wealth Management, LLC
CIK 0001599868
$4M106K0.11%Q2 202614
Beacon Pointe Advisors, LLC
CIK 0001744317
$3M79K0.01%Q2 202615
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$3M102K0.07%Q1 202616
Federation des caisses Desjardins du Quebec
CIK 0002022297
$3M72K0.01%Q2 202617
Snowden Capital Advisors LLC
CIK 0001903055
$3M68K0.06%Q2 202618
Castle Rock Wealth Management, LLC
CIK 0001727605
$2M66K0.49%Q2 202619
O'ROURKE & COMPANY, Inc
CIK 0001911468
$2M65K0.86%Q2 202620
MGB Wealth Management, LLC
CIK 0002015822
$2M77K0.70%Q4 2025
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