Who Owns WEDBUSH SER TR (IVES)? -- Institutional Holders (2026-06-30)

66 institutions reported holding $106.6M of WEDBUSH SER TR (IVES) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($24.2M), Cambridge Investment Research Advisors, Inc. ($18.5M), WEDBUSH SECURITIES INC ($13.4M), NEW WAVE WEALTH ADVISORS LLC ($10.7M), TITLEIST ASSET MANAGEMENT, LLC ($5.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hennion & Walsh Asset Management, Inc.$24.2M209,541New
2Cambridge Investment Research Advisors, Inc.$18.5M485,550Added
3WEDBUSH SECURITIES INC$13.4M291,837Trimmed
4NEW WAVE WEALTH ADVISORS LLC$10.7M280,218Added
5TITLEIST ASSET MANAGEMENT, LLC$5.0M131,658Added
6Avior Wealth Management, LLC$4.0M106,132New
7Castle Rock Wealth Management, LLC$2.5M65,575Added
8COMMONWEALTH EQUITY SERVICES, LLC$2.1M55,915Added
9First Heartland Consultants, Inc.$2.1M55,763Trimmed
10Apollon Wealth Management, LLC$2.1M55,330Trimmed
11AE Wealth Management LLC$2.1M53,900Added
12ENVESTNET ASSET MANAGEMENT INC$1.8M24,756Added
13Mesirow Financial Investment Management, Inc.$1.6M41,294Added
14BXM Wealth LLC$1.5M38,725Added
15PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$1.4M36,533Trimmed
16Farther Finance Advisors, LLC$1.4M35,593Added
17Kestra Advisory Services, LLC$1.4M30,642Added
18INDEPENDENT FINANCIAL GROUP, LLC$1.0M27,200Added
19Everstar Asset Management, LLC$819,95021,521Added
20WORLD EQUITY GROUP, INC.$778,91820,444Trimmed
21MADDEN SECURITIES Corp$755,33319,825Trimmed
22GRIFFIN ASSET MANAGEMENT, INC.$739,98219,422Trimmed
23Krilogy Financial LLC$650,60317,076Trimmed
24MARINO, STRAM & ASSOCIATES LLC$637,34216,728Added
25Avidian Wealth Enterprises, LLC$571,42414,998New

Source: SEC Form 13F filings · as of 2026-06-30