WEDBUSH SER TR (IVES) is held by 47 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is HighTower Advisors, LLC as of Q1 2026.

Are institutions buying or selling IVES?

In Q1 2026, 27 institutions opened or increased positions in WEDBUSH SER TR while 19 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IVES?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WEDBUSH SER TR.

How many hedge funds hold IVES?

47 institutional investors report holding WEDBUSH SER TR (IVES) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IVES?

As of Q1 2026, tracked institutions in WEDBUSH SER TR show 27 buyers versus 19 sellers — net inflows.

WEDBUSH SER TR

IVES·947913109·US·ETF·Unknown - Unknown

Holders

Avg rating(19 Elite)

$62.1M

Total Value

59% (51)

Fund Consensus

27 buying - 19 selling

No verdict yet — fewer than 2 funds hold IVES.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Increased	677,488(+24.6%)	$19.2M	0.0%	+21.00%	35
CAPTRUST FINANCIAL ADVISORS	New	260,683	$7.4M	0.0%	+28.72%	38
TD Waterhouse Canada Inc.	Decreased	206,741(-20.2%)	$5.9M	0.0%	+18.73%	0
STIFEL FINANCIAL CORP	Increased	182,494(+28.7%)	$5.2M	0.0%	+22.97%	34
NewEdge Advisors, LLC	Increased	136,159(+4.7%)	$3.9M	0.0%	+19.09%	28
Cetera Investment Advisers	Decreased	99,892(-36.8%)	$2.8M	0.0%	+26.32%	0
RAYMOND JAMES FINANCIAL INC	Increased	73,296(+38.7%)	$2.1M	0.0%	+21.36%	34
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	53,100(-25.8%)	$1.5M	0.0%	+21.99%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	47,039	$1.3M	0.0%	+28.72%	35
LPL Financial LLC	Decreased	46,018(-1.8%)	$1.3M	0.0%	+18.65%	0
Quadrature Capital Ltd	New	32,184	$913,060	0.0%	+28.72%	34
Farther Finance Advisors, LLC	Increased	31,609(+51.8%)	$906,546	0.0%	+21.93%	35
Kestra Advisory Services, LLC	Increased	30,524(+20.6%)	$865,962	0.0%	+28.42%	30
BROWN ADVISORY INC	Increased	30,184(+51.1%)	$856,320	0.0%	+34.79%	35
AE Wealth Management LLC	Increased	27,654(+93.1%)	$784,554	0.0%	+23.36%	39
Mariner, LLC	Increased	24,374(+8.1%)	$691,477	0.0%	+27.07%	27
Allworth Financial LP	Increased	23,639(+4.7%)	$670,652	0.0%	+19.08%	26
UBS Group AG	Increased	20,006(+1205.9%)	$567,570	0.0%	+27.90%	39
HB Wealth Management, LLC	New	18,181	$515,795	0.0%	+28.72%	33
Lido Advisors, LLC	Increased	14,668(+3.7%)	$416,156	0.0%	+19.09%	25