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 |
|---|---|---|---|---|---|
| HighTower Advisors | 757k | $29M | 12% | Jun 2026 |
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| Stifel Financial | 281k | $11M | 54% | Jun 2026 |
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| New Wave Wealth Advisors | 280k | $11M | 6% | Jun 2026 |
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| Wedbush Morgan Securities | 262k | $10M | -71% | Jun 2026 |
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| Willow Financial | 253k | $7.2M | 163% | Mar 2026 |
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| Cambridge Investment Research Advisors | 243k | $9.2M | 31% | Jun 2026 |
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| Raymond James Financial | 241k | $9.2M | 229% | Jun 2026 |
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| Goss Wealth Management | 172k | $6.6M | 27% | Jun 2026 |
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| Longitude | 161k | $6.1M | 2% | Jun 2026 |
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| Titleist Asset Management | 132k | $5.0M | 10% | Jun 2026 |
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| Citadel Advisors | 121k | $4.6M | 72% | Jun 2026 |
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| Cetera Investment Advisers | 112k | $4.3M | 12% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 112k | $4.3M | 272% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 106k | $4.0M | 100% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 102k | $2.9M | 3% | Mar 2026 |
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| Beacon Pointe Advisors | 79k | $3.0M | 100% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 72k | $2.7M | 2183% | Jun 2026 |
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| Snowden Capital Advisors | 68k | $2.6M | 7% | Jun 2026 |
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| Castle Rock Wealth Management | 66k | $2.5M | 8% | Jun 2026 |
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| O'rourke & Company | 65k | $2.5M | 14% | Jun 2026 |
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| Commonwealth Equity Services | 56k | $2.1M | 5% | Jun 2026 |
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| First Heartland Consultants | 56k | $2.1M | -29% | Jun 2026 |
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| Apollon Wealth Management | 55k | $2.1M | -5% | Jun 2026 |
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| AE Wealth Management | 54k | $2.0M | 95% | Jun 2026 |
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| Qube Research & Technologies | 53k | $2.0M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 45k | $1.7M | -83% | Jun 2026 |
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| LPL Financial | 44k | $1.7M | -5% | Jun 2026 |
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| Mesirow Financial Investment Management International Equity | 41k | $1.6M | 104% | Jun 2026 |
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| BXM Wealth | 39k | $1.5M | 23% | Jun 2026 |
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| Pennsylvania Capital Management | 37k | $1.4M | -5% | Jun 2026 |
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| Farther Finance Advisors | 36k | $1.4M | 13% | Jun 2026 |
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| Renaissance Technologies | 35k | $1.3M | 100% | Jun 2026 |
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| Jane Street | 34k | $1.3M | 8% | Jun 2026 |
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| Tower Research Capital | 33k | $1.3M | 100% | Jun 2026 |
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| Cozad Asset Management | 32k | $1.2M | 1% | Jun 2026 |
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| Tripletail Wealth Management | 30k | $1.1M | 140% | Jun 2026 |
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| Mutual Advisors | 30k | $1.1M | -4% | Jun 2026 |
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| Janney Montgomery Scott | 29k | $1.1M | -1% | Jun 2026 |
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| Verus Capital Partners | 29k | $1.1M | 19% | Jun 2026 |
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| Kestra Advisory Services | 28k | $1.1M | -7% | Jun 2026 |
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| Gts Securities | 28k | $1.0M | 39% | Jun 2026 |
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| Independent Financial Group | 27k | $1.0M | 41% | Jun 2026 |
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| Mariner Wealth Advisors | 23k | $891k | -4% | Jun 2026 |
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| Everstar Asset Management | 22k | $820k | 7% | Jun 2026 |
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| Sun Financial | 21k | $819k | 2% | Jun 2026 |
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| World Equity Group | 20k | $779k | -5% | Jun 2026 |
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| Hanson McClain Advisors | 20k | $766k | -15% | Jun 2026 |
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| MADDEN SECURITIES Corp | 20k | $755k | -2% | Jun 2026 |
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| Griffin Asset Management | 19k | $740k | -8% | Jun 2026 |
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| Estate Planners Group | 19k | $711k | 5% | Jun 2026 |
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| Krilogy Financial | 17k | $651k | -48% | Jun 2026 |
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| Marino, Stram & Associates | 17k | $637k | 9% | Jun 2026 |
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| SRS Capital Advisors | 16k | $615k | 100% | Jun 2026 |
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| Mml Investors Services | 16k | $611k | 21% | Jun 2026 |
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| Cresset Asset Management | 15k | $584k | 19% | Jun 2026 |
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| Streettalk Advisors | 15k | $571k | 100% | Jun 2026 |
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| VestGen Advisors | 14k | $550k | -1% | Jun 2026 |
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| Sigma Planning | 14k | $543k | 4% | Jun 2026 |
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| Envestnet Asset Management | 14k | $543k | 16% | Jun 2026 |
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| XTX Topco | 14k | $537k | 100% | Jun 2026 |
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| CIBC World Markets | 13k | $482k | 12% | Jun 2026 |
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| Royal Bank of Canada | 13k | $475k | -1% | Jun 2026 |
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| First Wilshire Securities Management | 12k | $438k | 0% | Jun 2026 |
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| HBK Sorce Advisory | 11k | $440k | 29% | Jun 2026 |
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| Marex Group | 11k | $402k | 100% | Jun 2026 |
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| Comprehensive Portfolio Management | 10k | $394k | 2% | Jun 2026 |
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| AQR Capital Management | 10k | $381k | 0% | Jun 2026 |
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| Evolution Wealth Advisors | 9.5k | $364k | 2% | Jun 2026 |
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| Concurrent Investment Advisors | 9.4k | $359k | 100% | Jun 2026 |
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| Lido Advisors | 9.4k | $359k | -36% | Jun 2026 |
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| Intellectus Partners | 9.0k | $343k | 100% | Jun 2026 |
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| FMR | 8.4k | $321k | 100% | Jun 2026 |
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| Box Hill Private Wealth | 8.3k | $316k | -35% | Jun 2026 |
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| Vines Capital Management | 8.1k | $308k | 100% | Jun 2026 |
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| Banque Cantonale Vaudoise | 8.0k | $304.800000 | 100% | Jun 2026 |
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| CV Advisors | 8.0k | $304k | 0% | Jun 2026 |
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| Kellett Schaffner Wealth Advisors | 7.9k | $300k | 0% | Jun 2026 |
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| Advisor Group Holdings | 7.6k | $290k | 104% | Jun 2026 |
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| Runnymede Capital Advisors | 7.5k | $286k | 0% | Jun 2026 |
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| Bank Of Montreal | 7.4k | $210k | 100% | Mar 2026 |
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| Granite Springs Asset Management | 7.4k | $281k | 0% | Jun 2026 |
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| Sunbelt Securities | 7.1k | $201k | 202% | Mar 2026 |
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| BKD Wealth Advisors | 6.5k | $248k | 100% | Jun 2026 |
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| ValMark Advisers | 6.4k | $245k | 100% | Jun 2026 |
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| Integrated Investment Consultants | 6.3k | $241k | 100% | Jun 2026 |
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| American Financial Advisors | 6.1k | $232k | 100% | Jun 2026 |
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| Clientfirst Wealth Management | 6.0k | $229k | 100% | Jun 2026 |
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| Clear Point Advisors | 5.8k | $221k | 100% | Jun 2026 |
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| Y-Intercept | 5.7k | $217k | 100% | Jun 2026 |
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| Wealth Alliance | 5.6k | $213k | 100% | Jun 2026 |
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| Kingswood Wealth Advisors | 5.6k | $212k | 100% | Jun 2026 |
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| Redhawk Wealth Advisors | 5.5k | $208k | 100% | Jun 2026 |
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| Prime Capital Investment Advisors | 5.3k | $204k | 100% | Jun 2026 |
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| SlateStone Wealth | 5.3k | $202k | 100% | Jun 2026 |
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| Morgan Stanley | 4.1k | $115k | -17% | Mar 2026 |
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| International Assets Investment Management | 3.9k | $147k | -37% | Jun 2026 |
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| CWM | 3.8k | $107k | 13% | Mar 2026 |
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| TD Waterhouse Canada | 3.6k | $137k | -98% | Jun 2026 |
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| Newbridge Financial Services Group | 3.1k | $119k | 0% | Jun 2026 |
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| Pnc Financial Services | 3.1k | $118k | 29% | Jun 2026 |
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| Cascades Capital Asset Management | 3.0k | $115k | 100% | Jun 2026 |
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| Centaurus Financial | 2.8k | $107k | 100% | Jun 2026 |
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| Innovative Asset Advisors Group | 2.7k | $103k | -4% | Jun 2026 |
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| Institute For Wealth Management | 2.4k | $90k | -73% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.3k | $89k | 4% | Jun 2026 |
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| Beacon Investment Advisory Services | 1.6k | $61k | 0% | Jun 2026 |
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| DiNuzzo Private Wealth | 1.2k | $47k | 0% | Jun 2026 |
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| Coston, McIsaac & Partners | 1.1k | $42k | 21% | Jun 2026 |
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| TD Capital Management | 1.1k | $41k | 0% | Jun 2026 |
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| Versant Capital Management | 1.0k | $39k | 100% | Jun 2026 |
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| Pioneer Family Office | 850.00 | $32k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 729.00 | $28k | 54% | Jun 2026 |
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| Valley National Advisers | 704.00 | $27k | 0% | Jun 2026 |
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| Wells Fargo & Company | 684.00 | $26k | 100% | Jun 2026 |
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| National Bank Of Canada /fi/ | 600.00 | $23k | 100% | Jun 2026 |
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| City State Bank | 500.00 | $19k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 490.00 | $18k | 100% | Jun 2026 |
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| Huntington National Bank | 422.00 | $16k | 0% | Jun 2026 |
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| Bogart Wealth | 401.00 | $15k | 0% | Jun 2026 |
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| JFS Wealth Advisors | 370.00 | $14k | 0% | Jun 2026 |
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| Milestone Investment Advisors | 335.00 | $13k | 0% | Jun 2026 |
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| North Star Investment Management | 328.00 | $13k | 100% | Jun 2026 |
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| Nbc Securities | 300.00 | $11k | 0% | Jun 2026 |
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| Hartland & Co | 288.00 | $11k | 0% | Jun 2026 |
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| GAMMA Investing | 200.00 | $7.6k | 100% | Jun 2026 |
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| Mercer Global Advisors | 196.00 | $7.5k | 100% | Jun 2026 |
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| Russell Investments | 181.00 | $6.9k | -8% | Jun 2026 |
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| Hughes Financial Services | 168.00 | $6.4k | 0% | Jun 2026 |
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| SJS Investment Consulting | 104.00 | $4.0k | -26% | Jun 2026 |
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| MCF Advisors | 91.00 | $3.5k | 0% | Jun 2026 |
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| TrueNorth | 76.00 | $2.9k | 0% | Jun 2026 |
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| Abound Wealth Management | 70.00 | $2.7k | 0% | Jun 2026 |
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| Sachetta | 65.00 | $2.5k | 100% | Jun 2026 |
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| DHJJ Financial Advisors | 63.00 | $2.4k | 0% | Jun 2026 |
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| UBS Group | 49.00 | $1.9k | -100% | Jun 2026 |
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| Triumph Capital Management | 28.00 | $793.998800 | 27% | Mar 2026 |
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| Creative Financial Designs | 25.00 | $953.000000 | 0% | Jun 2026 |
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| Anchor Investment Management | 18.00 | $511.000200 | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 17.00 | $615.000500 | 100% | Jun 2026 |
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| CoreCap Advisors | 8.00 | $305.000000 | 0% | Jun 2026 |
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| KERR FINANCIAL PLANNING Corp | 1.00 | $39.000000 | -89% | Jun 2026 |
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Who sold out of Wedbush Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 47k | $1.3M |
| Quadrature Capital | Mar 2026 | 32k | $913k |
| Vienna Asset Management | Mar 2026 | 21k | $582k |
| HB Wealth Management | Mar 2026 | 18k | $516k |
| Colony | Mar 2026 | 11k | $303k |
| Goldman Sachs Group | Mar 2026 | 10k | $284k |
| Private Advisor | Mar 2026 | 8.0k | $227k |
| Jaffetilchin Investment Partners | Dec 2025 | 7.9k | $250k |
| Rockefeller Capital Management | Mar 2026 | 4.0k | $112k |
| Simplex Trading | Mar 2026 | 3.7k | $106k |
| Advisory Services Network | Mar 2026 | 2.8k | $81k |
| MAI Wealth Advisors | Mar 2026 | 1.2k | $34k |
| Group One Trading | Mar 2026 | 1.1k | $32k |
| SageView Advisory Group | Dec 2025 | 926.00 | $29k |
| Us Bancorp | Dec 2025 | 900.00 | $28k |
| BlackRock | Mar 2026 | 600.00 | $17k |
| Harbour Investments | Mar 2026 | 100.00 | $2.8k |
| Bnp Paribas Arbitrage, Snc | Mar 2026 | 17.00 | $481.999300 |
| Vanguard Advisers | Mar 2026 | 12.00 | $339.999600 |