Who Owns WEDBUSH SER TR (IVES)? -- Institutional Holders (2026-03-31)

147 institutions reported holding $153.3M of WEDBUSH SER TR (IVES) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEDBUSH SECURITIES INC ($28.2M), HighTower Advisors, LLC ($19.2M), NEW WAVE WEALTH ADVISORS LLC ($7.5M), CAPTRUST FINANCIAL ADVISORS ($7.4M), Willow Financial LLC ($7.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEDBUSH SECURITIES INC$28.2M947,785Added
2HighTower Advisors, LLC$19.2M677,488Added
3NEW WAVE WEALTH ADVISORS LLC$7.5M265,168New
4CAPTRUST FINANCIAL ADVISORS$7.4M260,683New
5Willow Financial LLC$7.2M252,923Added
6TD Waterhouse Canada Inc.$5.9M206,741Trimmed
7Cambridge Investment Research Advisors, Inc.$5.3M185,753Added
8STIFEL FINANCIAL CORP$5.2M182,494Added
9Longitude (Cayman) Ltd.$4.5M158,000Added
10TITLEIST ASSET MANAGEMENT, LLC$3.4M119,437Added
11U.S. Capital Wealth Advisors, LLC$2.9M102,306Added
12Cetera Investment Advisers$2.8M99,892Trimmed
13JANE STREET GROUP, LLC$2.5M54,835Trimmed
14LPL Financial LLC$2.5M62,858Trimmed
15First Heartland Consultants, Inc.$2.2M78,950Trimmed
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M82,385New
17FLOW TRADERS U.S. LLC$2.1M30,940Added
18RAYMOND JAMES FINANCIAL INC$2.1M73,296Added
19CITADEL ADVISORS LLC$2.0M70,379Trimmed
20Snowden Capital Advisors LLC$1.8M63,697Added
21Castle Rock Wealth Management, LLC$1.8M60,906Added
22Apollon Wealth Management, LLC$1.7M58,499Added
23O'ROURKE & COMPANY, Inc$1.6M56,756Added
24COMMONWEALTH EQUITY SERVICES, LLC$1.5M53,100Trimmed
25PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$1.1M38,593Added

Source: SEC Form 13F filings · as of 2026-03-31