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

152 institutions reported holding $186.2M of WEDBUSH SER TR (IVES) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($28.8M), STIFEL FINANCIAL CORP ($10.7M), NEW WAVE WEALTH ADVISORS LLC ($10.7M), WEDBUSH SECURITIES INC ($10.0M), Cambridge Investment Research Advisors, Inc. ($9.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HighTower Advisors, LLC$28.8M756,776Added
2STIFEL FINANCIAL CORP$10.7M280,685Added
3NEW WAVE WEALTH ADVISORS LLC$10.7M280,218Added
4WEDBUSH SECURITIES INC$10.0M262,186Trimmed
5Cambridge Investment Research Advisors, Inc.$9.2M242,775Added
6RAYMOND JAMES FINANCIAL INC$9.2M241,031Added
7NewEdge Advisors, LLC$6.6M172,418Added
8Longitude (Cayman) Ltd.$6.1M161,000Added
9TITLEIST ASSET MANAGEMENT, LLC$5.0M131,658Added
10CITADEL ADVISORS LLC$4.6M121,087Added
11Cetera Investment Advisers$4.3M112,247Added
12BROWN ADVISORY INC$4.3M112,176Added
13Avior Wealth Management, LLC$4.0M106,132New
14Beacon Pointe Advisors, LLC$3.0M78,827New
15Federation des caisses Desjardins du Quebec$2.7M72,140Added
16Snowden Capital Advisors LLC$2.6M68,417Added
17Castle Rock Wealth Management, LLC$2.5M65,575Added
18O'ROURKE & COMPANY, Inc$2.5M64,612Added
19GROUP ONE TRADING LLC$2.3M60,000Added
20COMMONWEALTH EQUITY SERVICES, LLC$2.1M55,915Added
21First Heartland Consultants, Inc.$2.1M55,763Trimmed
22Apollon Wealth Management, LLC$2.1M55,330Trimmed
23AE Wealth Management LLC$2.0M53,798Added
24Qube Research & Technologies Ltd$2.0M53,427New
25CAPTRUST FINANCIAL ADVISORS$1.7M44,467Trimmed

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