13F Insight
DOSSIER · 13F Holders · Q1 2026
IVES

WEDBUSH SER TR

134 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 947913109·134 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$137M
visible holders
Holders
134
filers reporting
Concentration
18.93%
WEDBUSH SECURITIES INC #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported IVES in Q1 2026. WEDBUSH SECURITIES INC leads at 18.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEDBUSH SECURITIES INC
CIK 0001142495
$26M917K0.76%Q1 202602
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$21M560K2.91%Q2 202603
HighTower Advisors, LLC
CIK 0001462245
$19M677K0.02%Q1 202604
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$7M261K0.01%Q1 202605
Willow Financial LLC
CIK 0002077046
$7M253K7.27%Q1 202606
TD Waterhouse Canada Inc.
CIK 0001999606
$6M207K0.02%Q1 202607
CITADEL ADVISORS LLC
CIK 0001423053
$5M173K0.00%Q4 202508
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M186K0.01%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$5M182K0.00%Q1 202610
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$5M132K0.34%Q2 202611
Longitude (Cayman) Ltd.
CIK 0001664999
$4M158K1.83%Q1 202612
Avior Wealth Management, LLC
CIK 0001599868
$4M106K0.11%Q2 202613
NewEdge Advisors, LLC
CIK 0001633516
$4M136K0.01%Q1 202614
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$3M102K0.07%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$3M100K0.00%Q1 202616
Castle Rock Wealth Management, LLC
CIK 0001727605
$2M66K0.49%Q2 202617
MGB Wealth Management, LLC
CIK 0002015822
$2M77K0.70%Q4 202518
First Heartland Consultants, Inc.
CIK 0001428793
$2M56K0.14%Q2 202619
Apollon Wealth Management, LLC
CIK 0001764387
$2M55K0.03%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M73K0.00%Q1 2026
Page 1 of 7
114 more holders available. Log in →