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 |
|---|---|---|---|---|---|
| Wedbush Morgan Securities | 917k | $26M | 13% | Mar 2026 |
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| HighTower Advisors | 678k | $19M | 25% | Mar 2026 |
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| New Wave Wealth Advisors | 265k | $7.5M | 100% | Mar 2026 |
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| Willow Financial | 253k | $7.2M | 163% | Mar 2026 |
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| TD Waterhouse Canada | 207k | $5.9M | -20% | Mar 2026 |
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| Cambridge Investment Research Advisors | 186k | $5.3M | 5% | Mar 2026 |
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| Stifel Financial | 183k | $5.2M | 29% | Mar 2026 |
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| Longitude | 158k | $4.5M | 19% | Mar 2026 |
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| Goss Wealth Management | 136k | $3.9M | 5% | Mar 2026 |
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| Titleist Asset Management | 119k | $3.4M | 35% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 102k | $2.9M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 100k | $2.8M | -37% | Mar 2026 |
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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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| Citadel Advisors | 70k | $2.0M | -59% | Mar 2026 |
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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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| Apollon Wealth Management | 59k | $1.7M | 70% | Mar 2026 |
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| Commonwealth Equity Services | 53k | $1.5M | -26% | Mar 2026 |
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| Raymond James Financial | 53k | $1.7M | 262% | Dec 2025 |
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| LPL Financial | 46k | $1.3M | -2% | Mar 2026 |
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| O'rourke & Company | 39k | $1.2M | 61% | Dec 2025 |
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| Pennsylvania Capital Management | 39k | $1.1M | 2% | Mar 2026 |
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| Krilogy Financial | 33k | $1.1M | -19% | Mar 2026 |
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| Jane Street | 32k | $899k | -68% | Mar 2026 |
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| Cozad Asset Management | 32k | $898k | 6% | Mar 2026 |
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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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| Mutual Advisors | 31k | $889k | 89% | Mar 2026 |
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| Kestra Advisory Services | 31k | $866k | 21% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 30k | $856k | 51% | Mar 2026 |
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| Janney Montgomery Scott | 30k | $841k | -62% | Mar 2026 |
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| AE Wealth Management | 28k | $785k | 93% | Mar 2026 |
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| Verus Capital Partners | 25k | $695k | 60% | Mar 2026 |
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| Mariner Wealth Advisors | 24k | $692k | 8% | Mar 2026 |
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| Hanson McClain Advisors | 23k | $714k | 18% | Dec 2025 |
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| World Equity Group | 22k | $611k | 0% | Mar 2026 |
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| Griffin Asset Management | 21k | $601k | -1% | Mar 2026 |
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| Sun Financial | 21k | $760k | 11% | Mar 2026 |
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| Vienna Asset Management | 21k | $582k | 100% | Mar 2026 |
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| MADDEN SECURITIES Corp | 20k | $577k | 0% | Mar 2026 |
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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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| UBS Group | 20k | $568k | 1206% | Mar 2026 |
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| Independent Financial Group | 19k | $547k | 148% | Mar 2026 |
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| HB Wealth Management | 18k | $516k | 100% | Mar 2026 |
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| Estate Planners Group | 18k | $504k | 12% | Mar 2026 |
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| Marino, Stram & Associates | 15k | $434k | 10% | Mar 2026 |
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| Lido Advisors | 15k | $416k | 4% | Mar 2026 |
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| VestGen Advisors | 15k | $526k | -8% | Mar 2026 |
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| Sigma Planning | 14k | $388k | 110% | Mar 2026 |
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| Simplex Trading | 14k | $432k | -61% | Dec 2025 |
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| Mml Investors Services | 13k | $377k | 15% | Mar 2026 |
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| Cresset Asset Management | 13k | $364k | -58% | Mar 2026 |
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| Box Hill Private Wealth | 13k | $360k | 25% | Mar 2026 |
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| Royal Bank of Canada | 13k | $355k | 13% | Mar 2026 |
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| Envestnet Asset Management | 12k | $347k | -61% | Mar 2026 |
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| First Wilshire Securities Management | 12k | $326k | 0% | Mar 2026 |
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| CIBC World Markets | 11k | $320k | -22% | Mar 2026 |
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| Comprehensive Portfolio Management | 10k | $288k | 55% | Mar 2026 |
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| Goldman Sachs Group | 10k | $284k | 100% | Mar 2026 |
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| AQR Capital Management | 10k | $284k | -17% | Mar 2026 |
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| Evolution Wealth Advisors | 9.4k | $266k | -15% | Mar 2026 |
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| HBK Sorce Advisory | 8.8k | $321k | 10% | Mar 2026 |
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| Institute For Wealth Management | 8.7k | $247k | 13% | Mar 2026 |
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| Private Advisor | 8.0k | $227k | -65% | Mar 2026 |
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| CV Advisors | 8.0k | $226k | 0% | Mar 2026 |
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| Kellett Schaffner Wealth Advisors | 7.9k | $224k | -36% | Mar 2026 |
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| Runnymede Capital Advisors | 7.5k | $213k | 100% | Mar 2026 |
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| Bank Of Montreal | 7.4k | $210k | 100% | Mar 2026 |
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| Granite Springs Asset Management | 7.4k | $209k | 3% | Mar 2026 |
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| Sunbelt Securities | 7.1k | $201k | 202% | Mar 2026 |
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| International Assets Investment Management | 6.2k | $177k | -17% | Mar 2026 |
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| Morgan Stanley | 4.1k | $115k | -17% | Mar 2026 |
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| Rockefeller Capital Management | 4.0k | $112k | 0% | Mar 2026 |
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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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| Federation des caisses Desjardins du Quebec | 3.2k | $90k | 18% | Mar 2026 |
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| Newbridge Financial Services Group | 3.1k | $88k | 310% | Mar 2026 |
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| Innovative Asset Advisors Group | 2.8k | $80k | 100% | Mar 2026 |
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| Atlantic Trust | 2.8k | $89k | 5% | Dec 2025 |
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| Pnc Financial Services | 2.4k | $68k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.3k | $64k | 100% | Mar 2026 |
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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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| DiNuzzo Private Wealth | 1.2k | $35k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 1.2k | $34k | 19% | Mar 2026 |
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| Group One Trading | 1.1k | $32k | -13% | Mar 2026 |
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| TD Capital Management | 1.1k | $31k | 0% | Mar 2026 |
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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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| Pioneer Family Office | 850.00 | $24k | 0% | Mar 2026 |
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| Valley National Advisers | 704.00 | $19k | 101% | Mar 2026 |
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| BlackRock | 600.00 | $17k | 100% | 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 | $13k | 0% | Mar 2026 |
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| Huntington National Bank | 422.00 | $13k | 322% | Dec 2025 |
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| Bogart Wealth | 401.00 | $11k | 0% | Mar 2026 |
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| JFS Wealth Advisors | 370.00 | $11k | 0% | Mar 2026 |
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| Milestone Investment Advisors | 335.00 | $9.5k | 100% | 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 | $8.2k | 0% | Mar 2026 |
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| Russell Investments | 196.00 | $5.6k | 100% | Mar 2026 |
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| Hughes Financial Services | 168.00 | $4.8k | 0% | Mar 2026 |
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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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| Harbour Investments | 100.00 | $2.8k | 100% | Mar 2026 |
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| MCF Advisors | 91.00 | $2.6k | 100% | Mar 2026 |
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| TrueNorth | 76.00 | $2.2k | 0% | Mar 2026 |
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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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| Triumph Capital Management | 28.00 | $793.998800 | 27% | Mar 2026 |
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| Creative Financial Designs | 25.00 | $709.000000 | 0% | Mar 2026 |
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| Anchor Investment Management | 18.00 | $511.000200 | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 17.00 | $481.999300 | -67% | Mar 2026 |
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| Vanguard Advisers | 12.00 | $339.999600 | 100% | Mar 2026 |
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| KERR FINANCIAL PLANNING Corp | 9.00 | $294.000300 | -31% | Mar 2026 |
|
| CoreCap Advisors | 8.00 | $227.000000 | 100% | Mar 2026 |
|
Who sold out of Wedbush Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 2.5M | $78M |
| Concentric Capital Strategies | Dec 2025 | 61k | $1.9M |
| Belvedere Trading | Dec 2025 | 38k | $1.2M |
| Gts Securities | Sep 2025 | 32k | $1.0M |
| CMC Financial Group | Dec 2025 | 25k | $783k |
| Davenport & Co | Dec 2025 | 19k | $586k |
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | Dec 2025 | 14k | $444k |
| Daymark Wealth Partners | Dec 2025 | 9.0k | $286k |
| Barclays | Sep 2025 | 8.0k | $257k |
| Jaffetilchin Investment Partners | Dec 2025 | 7.9k | $250k |
| Primoris Wealth Advisors | Dec 2025 | 7.5k | $237k |
| Wealth Management Associates | Dec 2025 | 7.2k | $226k |
| Curran Financial Partners | Dec 2025 | 6.9k | $217k |
| IAM Advisory | Dec 2025 | 6.5k | $204k |
| ValMark Advisers | Dec 2025 | 6.4k | $203k |
| Silver Oak Securities | Dec 2025 | 6.3k | $202k |
| True Wealth Design | Dec 2025 | 6.2k | $195k |
| Advisory Services Network | Sep 2025 | 1.8k | $57k |
| Jpmorgan Chase & Co | Sep 2025 | 488.00 | $16k |
| Modus Advisors | Dec 2025 | 251.00 | $7.9k |
| Painted Porch Advisors | Sep 2025 | 38.00 | $1.2k |