IVES — Wedbush Ser Tr Institutional Holders · Q3 2026
Who owns Wedbush Ser Tr (IVES)? 11 institutions reported holding $14.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($5.8M), Castle Rock Wealth Management, LLC ($1.9M), Polaris Financial Partners ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $5.8M | 140,101 | Added |
| 2 | Castle Rock Wealth Management, LLC | $1.9M | 44,621 | Trimmed |
| 3 | Polaris Financial Partners | $1.7M | 41,191 | New |
| 4 | First Heartland Consultants, Inc. | $1.7M | 40,543 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $1.6M | 38,256 | Added |
| 6 | Avidian Wealth Enterprises, LLC | $892,468 | 21,741 | Added |
| 7 | Tactive Advisors, LLC | $361,240 | 8,800 | New |
| 8 | Box Hill Private Wealth LLC | $351,142 | 8,554 | Added |
| 9 | Versant Capital Management, Inc | $41,666 | 1,015 | Hold |
| 10 | GAMMA Investing LLC | $8,210 | 200 | Hold |
| 11 | CoreCap Advisors, LLC | $328 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30