IVES — Wedbush Ser Tr 机构持仓 · 2026年Q3
谁持有 Wedbush Ser Tr（IVES）？2026年Q3（报告期截至 2026-09-30）共有 11 家机构在 SEC 13F 申报中报告持有，合计 1,423.64 万美元。前几大持有机构：Titleist Asset Management, LLC（580.00 万美元）、Castle Rock Wealth Management, LLC（190.00 万美元）、Polaris Financial Partners（170.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $5.8M | 140,101 | 增持 |
| 2 | Castle Rock Wealth Management, LLC | $1.9M | 44,621 | 减持 |
| 3 | Polaris Financial Partners | $1.7M | 41,191 | 新建仓 |
| 4 | First Heartland Consultants, Inc. | $1.7M | 40,543 | 减持 |
| 5 | Farther Finance Advisors, LLC | $1.6M | 38,256 | 增持 |
| 6 | Avidian Wealth Enterprises, LLC | $892,468 | 21,741 | 增持 |
| 7 | Tactive Advisors, LLC | $361,240 | 8,800 | 新建仓 |
| 8 | Box Hill Private Wealth LLC | $351,142 | 8,554 | 增持 |
| 9 | Versant Capital Management, Inc | $41,666 | 1,015 | 持平 |
| 10 | GAMMA Investing LLC | $8,210 | 200 | 持平 |
| 11 | CoreCap Advisors, LLC | $328 | 8 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30