DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

IVES

WEDBUSH SER TR

126 institutions still hold WEDBUSH SER TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 947913109·126 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 5.0%

vs prior quarter

13F value held

$90M

74.0% inst. owned

of float

Holders

126

-101 QoQ

filers reporting

Activity

+34 / −64

+768 added · −729 reduced

this quarter

Concentration

21.25%

HighTower Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

126 institutions reported IVES in Q1 2026. HighTower Advisors, LLC leads at 21.2% of the visible book. -101 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

HighTower Advisors, LLC

$19M677K0.02%Q1 2026 02

NEW WAVE WEALTH ADVISORS LLC

$8M265K2.61%Q1 2026 03

CAPTRUST FINANCIAL ADVISORS

$7M261K0.01%Q1 2026 04

Willow Financial LLC

$7M253K7.27%Q1 2026 05

TD Waterhouse Canada Inc.

$6M207K0.02%Q1 2026 06

CITADEL ADVISORS LLC

$5M173K0.00%Q4 2025 07

STIFEL FINANCIAL CORP

$5M182K0.00%Q1 2026 08

Longitude (Cayman) Ltd.

$4M158K1.83%Q1 2026 09

NewEdge Advisors, LLC

$4M136K0.01%Q1 2026 10

TITLEIST ASSET MANAGEMENT, LLC

$3M119K0.26%Q1 2026 11

U.S. Capital Wealth Advisors, LLC

$3M102K0.07%Q1 2026 12

Cetera Investment Advisers

$3M100K0.00%Q1 2026 13

MGB Wealth Management, LLC

$2M77K0.70%Q4 2025 14

First Heartland Consultants, Inc.

$2M79K0.17%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

$2M73K0.00%Q1 2026 16

Snowden Capital Advisors LLC

$2M64K0.05%Q1 2026 17

Castle Rock Wealth Management, LLC

$2M61K0.38%Q1 2026 18

Apollon Wealth Management, LLC

$2M58K0.03%Q1 2026 19

O'ROURKE & COMPANY, Inc

$2M57K0.64%Q1 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

$2M53K0.00%Q1 2026

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