12 institutions reported holding $6.9M of WEDBUSH SER TR (TGLR) in SEC 13F filings for 2026-06-30. Largest institutional holders: LAFFER TENGLER INVESTMENTS, INC. ($3.5M), GTS SECURITIES LLC ($901,641), Garden State Investment Advisory Services LLC ($811,290), Per Stirling Capital Management, LLC. ($728,891), Seelaus Asset Management LLC ($421,656). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LAFFER TENGLER INVESTMENTS, INC. | $3.5M | 86,177 | Added |
| 2 | GTS SECURITIES LLC | $901,641 | 22,260 | New |
| 3 | Garden State Investment Advisory Services LLC | $811,290 | 20,029 | Added |
| 4 | Per Stirling Capital Management, LLC. | $728,891 | 17,995 | Added |
| 5 | Seelaus Asset Management LLC | $421,656 | 10,410 | Added |
| 6 | JPMORGAN CHASE & CO | $297,499 | 7,382 | New |
| 7 | Sigma Planning Corp | $234,485 | 5,789 | Added |
| 8 | NewEdge Advisors, LLC | $22,278 | 550 | New |
| 9 | Caldwell Trust Co | $10,126 | 250 | New |
| 10 | AE Wealth Management LLC | $6,886 | 170 | Hold |
| 11 | WELLS FARGO & COMPANY/MN | $60 | 1 | Hold |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30