Who owns WEDBUSH SER TR?
- Ticker: IVES
- CUSIP Number: 947913109
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Analyze quarterly positions in Wedbush Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wedbush Ser Tr stock
Who bought or sold WEDBUSH SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wedbush Morgan Securities | 703k | $23M | 111% | Sep 2025 |
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| Concentric Capital Strategies | 328k | $11M | 109% | Sep 2025 |
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| HighTower Advisors | 211k | $6.8M | 1313% | Sep 2025 |
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| Cetera Investment Advisers | 205k | $6.6M | 162% | Sep 2025 |
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| First Heartland Consultants | 198k | $6.4M | 1406% | Sep 2025 |
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| Citadel Advisors | 186k | $6.0M | 4% | Sep 2025 |
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| LPL Financial | 149k | $4.8M | 100% | Sep 2025 |
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| Goss Wealth Management | 95k | $3.1M | 100% | Sep 2025 |
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| Envestnet Asset Management | 85k | $2.7M | 159% | Sep 2025 |
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| Cambridge Investment Research Advisors | 80k | $2.6M | 260% | Sep 2025 |
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| Stifel Financial | 77k | $2.5M | 286% | Sep 2025 |
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| Janney Montgomery Scott | 72k | $2.3M | 100% | Sep 2025 |
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| TD Waterhouse Canada | 59k | $1.9M | 100% | Sep 2025 |
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| Snowden Capital Advisors | 58k | $1.9M | 135% | Sep 2025 |
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| Castle Rock Wealth Management | 52k | $1.7M | 100% | Sep 2025 |
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| Belvedere Trading | 52k | $1.7M | 100% | Sep 2025 |
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| MGB Wealth Management | 49k | $1.6M | 100% | Sep 2025 |
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| Titleist Asset Management | 47k | $1.5M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 42k | $1.3M | 243% | Sep 2025 |
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| Krilogy Financial | 39k | $1.3M | 16% | Sep 2025 |
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| Simplex Trading | 35k | $1.1M | 100% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 32k | $1.0M | 100% | Sep 2025 |
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| Gts Securities | 32k | $1.0M | -86% | Sep 2025 |
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| Per Stirling Capital Management | 26k | $847k | 100% | Sep 2025 |
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| Cozad Asset Management | 26k | $839k | 100% | Sep 2025 |
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| O'rourke & Company | 24k | $777k | 100% | Sep 2025 |
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| CMC Financial Group | 24k | $775k | 100% | Sep 2025 |
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| Kestra Advisory Services | 23k | $741k | 92% | Sep 2025 |
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| Griffin Asset Management | 22k | $701k | 3% | Sep 2025 |
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| World Equity Group | 22k | $689k | 100% | Sep 2025 |
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| Apollon Wealth Management | 21k | $674k | 100% | Sep 2025 |
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| MADDEN SECURITIES Corp | 20k | $637k | 0% | Sep 2025 |
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| Everstar Asset Management | 19k | $618k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 19k | $615k | 100% | Sep 2025 |
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| Davenport & Co | 18k | $580k | 100% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 18k | $573k | 1% | Sep 2025 |
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| Cresset Asset Management | 18k | $570k | 100% | Sep 2025 |
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| Jane Street | 16k | $504k | 100% | Sep 2025 |
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| Mutual Advisors | 15k | $498k | 100% | Sep 2025 |
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| Raymond James Financial | 15k | $469k | 100% | Sep 2025 |
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| Marino, Stram & Associates | 14k | $440k | 42% | Sep 2025 |
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| VestGen Advisors | 13k | $419k | 100% | Sep 2025 |
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| Runnymede Capital Advisors | 13k | $408k | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 12k | $399k | 35% | Sep 2025 |
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| Pennsylvania Capital Management | 12k | $392k | 100% | Sep 2025 |
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| Farther Finance Advisors | 12k | $390k | 100% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 12k | $382k | 100% | Sep 2025 |
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| Evolution Wealth Advisors | 11k | $360k | 100% | Sep 2025 |
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| BXM Wealth | 11k | $384k | 100% | Sep 2025 |
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| Royal Bank of Canada | 11k | $354k | 330% | Sep 2025 |
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| Kellett Schaffner Wealth Advisors | 11k | $339k | 100% | Sep 2025 |
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| CIBC World Markets | 10k | $325k | 100% | Sep 2025 |
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| Mml Investors Services | 9.5k | $306k | 100% | Sep 2025 |
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| Wolverine Trading | 9.5k | $305k | 100% | Sep 2025 |
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| Barclays | 8.0k | $257k | 100% | Sep 2025 |
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| CV Advisors | 8.0k | $256k | 100% | Sep 2025 |
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| Primoris Wealth Advisors | 7.5k | $241k | 100% | Sep 2025 |
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| Silver Oak Securities | 7.3k | $233k | 100% | Sep 2025 |
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| Verus Capital Partners | 6.5k | $210k | 100% | Sep 2025 |
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| IAM Advisory | 6.4k | $207k | 100% | Sep 2025 |
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| ValMark Advisers | 6.4k | $206k | 100% | Sep 2025 |
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| Comprehensive Portfolio Management | 6.4k | $206k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 3.9k | $127k | 100% | Sep 2025 |
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| Group One Trading | 3.1k | $99k | 100% | Sep 2025 |
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| Atlantic Trust | 2.7k | $85k | 44% | Sep 2025 |
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| Pnc Financial Services | 2.4k | $77k | -58% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 2.3k | $74k | 100% | Sep 2025 |
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| Advisory Services Network | 1.8k | $57k | 100% | Sep 2025 |
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| Wells Fargo & Company | 1.5k | $48k | 100% | Sep 2025 |
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| CWM | 1.4k | $44k | 177% | Sep 2025 |
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| TD Capital Management | 1.1k | $35k | 100% | Sep 2025 |
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| Us Bancorp | 900.00 | $29k | 100% | Sep 2025 |
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| Principal Securities | 800.00 | $26k | 100% | Sep 2025 |
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| Evolution Wealth Management | 777.00 | $25k | 0% | Sep 2025 |
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| JFS Wealth Advisors | 620.00 | $20k | -53% | Sep 2025 |
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| City State Bank | 500.00 | $16k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 488.00 | $16k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 474.00 | $15k | 20% | Sep 2025 |
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| Coston, McIsaac & Partners | 371.00 | $11k | 6% | Sep 2025 |
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| IFP Advisors | 300.00 | $9.6k | 100% | Sep 2025 |
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| Hartland & Co | 288.00 | $9.3k | 0% | Sep 2025 |
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| Advisor Group Holdings | 250.00 | $7.1k | 100% | Sep 2025 |
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| FSA Wealth Management | 200.00 | $6.4k | 100% | Sep 2025 |
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| Hughes Financial Services | 168.00 | $5.7k | 100% | Sep 2025 |
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| ORG Partners | 130.00 | $4.2k | 100% | Sep 2025 |
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| Sunbelt Securities | 112.00 | $3.6k | 100% | Sep 2025 |
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| Huntington National Bank | 100.00 | $3.2k | 100% | Sep 2025 |
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| Bogart Wealth | 100.00 | $3.2k | 0% | Sep 2025 |
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| TrueNorth | 76.00 | $2.4k | 0% | Sep 2025 |
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| Abound Wealth Management | 70.00 | $2.2k | -88% | Sep 2025 |
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| Legacy Bridge | 50.00 | $1.6k | 0% | Sep 2025 |
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| Painted Porch Advisors | 38.00 | $1.2k | 0% | Sep 2025 |
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| DHJJ Financial Advisors | 30.00 | $963.999000 | 100% | Sep 2025 |
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| Anchor Investment Management | 18.00 | $577.999800 | 0% | Sep 2025 |
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| KERR FINANCIAL PLANNING Corp | 13.00 | $420.000100 | 100% | Sep 2025 |
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| Triumph Capital Management | 11.00 | $352.999900 | 100% | Sep 2025 |
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| CoreCap Advisors | 10.00 | $321.000000 | 100% | Sep 2025 |
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Who sold out of Wedbush Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bramshill Investments | Jun 2025 | 41k | $1.1M |
| Garden State Investment Advisory Services | Jun 2025 | 22k | $589k |
| Albion Financial Group | Jun 2025 | 1.0k | $27k |
| Salem Investment Counselors | Jun 2025 | 250.00 | $6.8k |
| Tower Research Capital | Jun 2025 | 184.00 | $5.0k |