Who owns WEDBUSH SER TR?
- Ticker: IVES
- CUSIP Number: 947913109
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 2.5M | $78M | 100% | Dec 2025 |
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| Wedbush Morgan Securities | 917k | $26M | 13% | Mar 2026 |
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| HighTower Advisors | 544k | $17M | 157% | Dec 2025 |
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| TD Waterhouse Canada | 259k | $8.2M | 342% | Dec 2025 |
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| Willow Financial | 253k | $7.2M | 163% | Mar 2026 |
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| Cambridge Investment Research Advisors | 177k | $5.6M | 122% | Dec 2025 |
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| Citadel Advisors | 173k | $5.5M | -7% | Dec 2025 |
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| Cetera Investment Advisers | 158k | $5.0M | -23% | Dec 2025 |
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| Stifel Financial | 142k | $4.5M | 84% | Dec 2025 |
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| Longitude | 133k | $4.2M | 100% | Dec 2025 |
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| Goss Wealth Management | 130k | $4.1M | 37% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 102k | $2.9M | 3% | Mar 2026 |
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| Jane Street | 99k | $3.1M | 532% | Dec 2025 |
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| Titleist Asset Management | 88k | $2.8M | 87% | Dec 2025 |
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| First Heartland Consultants | 79k | $2.2M | -76% | Mar 2026 |
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| MGB Wealth Management | 77k | $2.4M | 57% | Dec 2025 |
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| Commonwealth Equity Services | 72k | $2.3M | 72% | Dec 2025 |
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| Castle Rock Wealth Management | 61k | $1.8M | 5% | Mar 2026 |
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| Snowden Capital Advisors | 61k | $1.9M | 4% | Dec 2025 |
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| Concentric Capital Strategies | 61k | $1.9M | -82% | Dec 2025 |
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| Apollon Wealth Management | 59k | $1.7M | 70% | Mar 2026 |
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| Raymond James Financial | 53k | $1.7M | 262% | Dec 2025 |
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| LPL Financial | 47k | $1.5M | -69% | Dec 2025 |
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| O'rourke & Company | 39k | $1.2M | 61% | Dec 2025 |
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| Pennsylvania Capital Management | 38k | $1.2M | 210% | Dec 2025 |
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| Belvedere Trading | 38k | $1.2M | -27% | Dec 2025 |
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| Krilogy Financial | 33k | $1.1M | -19% | Mar 2026 |
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| Envestnet Asset Management | 32k | $999k | -63% | Dec 2025 |
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| Farther Finance Advisors | 32k | $907k | 52% | Mar 2026 |
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| BXM Wealth | 32k | $896k | -69% | Mar 2026 |
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| Cresset Asset Management | 31k | $976k | 142% | Dec 2025 |
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| Cozad Asset Management | 30k | $948k | 15% | Dec 2025 |
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| Janney Montgomery Scott | 30k | $841k | -62% | Mar 2026 |
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| Kestra Advisory Services | 25k | $800k | 10% | Dec 2025 |
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| CMC Financial Group | 25k | $783k | 3% | Dec 2025 |
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| Private Advisor | 23k | $722k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 23k | $714k | 18% | Dec 2025 |
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| Mariner Wealth Advisors | 23k | $713k | 81% | Dec 2025 |
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| World Equity Group | 22k | $679k | 0% | Dec 2025 |
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| Griffin Asset Management | 21k | $675k | -2% | Dec 2025 |
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| MADDEN SECURITIES Corp | 20k | $643k | 3% | Dec 2025 |
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| Mesirow Financial Investment Management International Equity | 20k | $575k | 100% | Mar 2026 |
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| Everstar Asset Management | 20k | $568k | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 20k | $631k | 12% | Dec 2025 |
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| Sun Financial | 19k | $586k | 100% | Dec 2025 |
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| Mutual Advisors | 17k | $523k | 11% | Dec 2025 |
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| VestGen Advisors | 16k | $505k | 22% | Dec 2025 |
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| Estate Planners Group | 16k | $501k | 100% | Dec 2025 |
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| Verus Capital Partners | 15k | $485k | 135% | Dec 2025 |
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| CIBC World Markets | 15k | $457k | 43% | Dec 2025 |
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| AE Wealth Management | 14k | $453k | 100% | Dec 2025 |
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| Lido Advisors | 14k | $448k | 100% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 14k | $444k | 100% | Dec 2025 |
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| Marino, Stram & Associates | 14k | $441k | 2% | Dec 2025 |
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| Simplex Trading | 14k | $432k | -61% | Dec 2025 |
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| Box Hill Private Wealth | 13k | $360k | 25% | Mar 2026 |
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| Kellett Schaffner Wealth Advisors | 12k | $387k | 16% | Dec 2025 |
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| AQR Capital Management | 12k | $381k | 100% | Dec 2025 |
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| Mml Investors Services | 12k | $365k | 21% | Dec 2025 |
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| First Wilshire Securities Management | 12k | $364k | 100% | Dec 2025 |
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| Evolution Wealth Advisors | 11k | $349k | -2% | Dec 2025 |
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| Comprehensive Portfolio Management | 10k | $288k | 55% | Mar 2026 |
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| Daymark Wealth Partners | 9.0k | $286k | 100% | Dec 2025 |
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| HBK Sorce Advisory | 8.0k | $243k | 100% | Dec 2025 |
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| CV Advisors | 8.0k | $252k | 0% | Dec 2025 |
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| Jaffetilchin Investment Partners | 7.9k | $250k | 100% | Dec 2025 |
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| Institute For Wealth Management | 7.7k | $244k | 100% | Dec 2025 |
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| Runnymede Capital Advisors | 7.5k | $213k | 100% | Mar 2026 |
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| Primoris Wealth Advisors | 7.5k | $237k | 0% | Dec 2025 |
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| International Assets Investment Management | 7.4k | $235k | 100% | Dec 2025 |
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| Granite Springs Asset Management | 7.2k | $227k | 100% | Dec 2025 |
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| Wealth Management Associates | 7.2k | $226k | 100% | Dec 2025 |
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| Sigma Planning | 6.5k | $206k | 100% | Dec 2025 |
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| ValMark Advisers | 6.4k | $203k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 4.0k | $125k | 0% | Dec 2025 |
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| Cascades Capital Asset Management | 3.9k | $124k | 100% | Dec 2025 |
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| CWM | 3.3k | $105k | 140% | Dec 2025 |
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| Advisor Group Holdings | 3.3k | $105k | 1231% | Dec 2025 |
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| Atlantic Trust | 2.8k | $89k | 5% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 2.7k | $85k | 17% | Dec 2025 |
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| Pnc Financial Services | 2.4k | $76k | 0% | Dec 2025 |
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| Sunbelt Securities | 2.3k | $74k | 1989% | Dec 2025 |
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| Tripletail Wealth Management | 2.1k | $66k | 100% | Dec 2025 |
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| Beacon Investment Advisory Services | 1.6k | $45k | 100% | Mar 2026 |
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| UBS Group | 1.5k | $48k | 100% | Dec 2025 |
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| Group One Trading | 1.3k | $41k | -58% | Dec 2025 |
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| DiNuzzo Private Wealth | 1.2k | $35k | 100% | Mar 2026 |
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| TD Capital Management | 1.1k | $34k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 1.0k | $32k | 100% | Dec 2025 |
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| Coston, McIsaac & Partners | 931.00 | $26k | -17% | Mar 2026 |
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| SageView Advisory Group | 926.00 | $29k | 100% | Dec 2025 |
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| Us Bancorp | 900.00 | $28k | 0% | Dec 2025 |
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| Newbridge Financial Services Group | 760.00 | $24k | 100% | Dec 2025 |
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| Valley National Advisers | 704.00 | $19k | 101% | Mar 2026 |
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| City State Bank | 500.00 | $14k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 474.00 | $15k | 0% | Dec 2025 |
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| Huntington National Bank | 422.00 | $13k | 322% | Dec 2025 |
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| Bogart Wealth | 401.00 | $13k | 301% | Dec 2025 |
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| JFS Wealth Advisors | 370.00 | $11k | 0% | Mar 2026 |
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| Nbc Securities | 300.00 | $8.5k | 0% | Mar 2026 |
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| Legacy Bridge | 300.00 | $9.5k | 500% | Dec 2025 |
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| Hartland & Co | 288.00 | $9.1k | 0% | Dec 2025 |
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| Modus Advisors | 251.00 | $7.9k | 100% | Dec 2025 |
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| Hughes Financial Services | 168.00 | $5.3k | 0% | Dec 2025 |
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| ORG Partners | 160.00 | $5.1k | 23% | Dec 2025 |
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| SJS Investment Consulting | 140.00 | $4.0k | 100% | Mar 2026 |
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| TrueNorth | 76.00 | $2.4k | 0% | Dec 2025 |
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| Abound Wealth Management | 70.00 | $2.0k | 0% | Mar 2026 |
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| DHJJ Financial Advisors | 63.00 | $1.8k | 5% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 52.00 | $1.6k | -100% | Dec 2025 |
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| Creative Financial Designs | 25.00 | $709.000000 | 0% | Mar 2026 |
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| Triumph Capital Management | 22.00 | $694.999800 | 100% | Dec 2025 |
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| Anchor Investment Management | 18.00 | $568.999800 | 0% | Dec 2025 |
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| KERR FINANCIAL PLANNING Corp | 13.00 | $381.999800 | 0% | Dec 2025 |
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| CoreCap Advisors | 8.00 | $227.000000 | 100% | Mar 2026 |
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Who sold out of Wedbush Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Sep 2025 | 32k | $1.0M |
| Per Stirling Capital Management | Sep 2025 | 26k | $847k |
| Davenport & Co | Dec 2025 | 19k | $586k |
| Barclays | Sep 2025 | 8.0k | $257k |
| Curran Financial Partners | Dec 2025 | 6.9k | $217k |
| IAM Advisory | Dec 2025 | 6.5k | $204k |
| Silver Oak Securities | Dec 2025 | 6.3k | $202k |
| True Wealth Design | Dec 2025 | 6.2k | $195k |
| Advisory Services Network | Sep 2025 | 1.8k | $57k |
| Wells Fargo & Company | Sep 2025 | 1.5k | $48k |
| Principal Securities | Sep 2025 | 800.00 | $26k |
| Evolution Wealth Management | Sep 2025 | 777.00 | $25k |
| Painted Porch Advisors | Sep 2025 | 38.00 | $1.2k |