IVEP — Wedbush Ser Tr Institutional Holders · Q3 2026
Who owns Wedbush Ser Tr (IVEP)? 2 institutions reported holding $557,411 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($473,411), Polaris Financial Partners ($84,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $473,411 | 18,770 | New |
| 2 | Polaris Financial Partners | $84,000 | 3,319 | New |
Source: SEC Form 13F filings · as of 2026-09-30