WEDBUSH SER TR

Watch

Share

IVEP·947913406·US·ETF

IVEP (WEDBUSH SER TR) is held by 6 institutional investors as of Q2 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($2.4M), Cetera Investment Advisers ($869,861), ENVESTNET ASSET MANAGEMENT INC ($415,651). Net institutional sentiment: Bullish.

6

Holders

(2 Elite)

$4.6M

Total Value

100% (6)

Consensus

6 buying - 0 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)80

Insider (Form 4)50

Activist (13D/13G)69

Congressional (STOCK Act)33

Holder Quality

81

★★★★★

Elite

29

★★★★

Strong

89

★★★

Solid

47

★★

Below

78

★

Weak

Held by 6 funds

2 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IVEP.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	New	86,943	$2.4M	0.0%	-6.29%	36
Cetera Investment Advisers	New	31,109	$869,861	0.0%	-6.29%	34
ENVESTNET ASSET MANAGEMENT INC	New	14,865	$415,651	0.0%	-6.29%	33
NewEdge Advisors, LLC	New	12,720	$355,673	0.0%	-6.29%	33
CAPTRUST FINANCIAL ADVISORS	New	10,050	$281,015	0.0%	-6.29%	32
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	9,088	$254,116	0.0%	-6.29%	35

IVEPWEDBUSH SER TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer