8 institutions reported holding $4.6M of WEDBUSH SER TR (IVEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($2.4M), Cetera Investment Advisers ($869,861), ENVESTNET ASSET MANAGEMENT INC ($415,651), NewEdge Advisors, LLC ($355,673), CAPTRUST FINANCIAL ADVISORS ($281,015). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 86,943 | New |
| 2 | Cetera Investment Advisers | $869,861 | 31,109 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $415,651 | 14,865 | New |
| 4 | NewEdge Advisors, LLC | $355,673 | 12,720 | New |
| 5 | CAPTRUST FINANCIAL ADVISORS | $281,015 | 10,050 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $254,116 | 9,088 | New |
| 7 | Roble, Belko & Company, Inc | $3,000 | 105 | New |
| 8 | Tower Research Capital LLC (TRC) | $56 | 2 | New |
Source: SEC Form 13F filings · as of 2026-06-30