WEDBUSH SER TR

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IVES·947913109·US·etf·Unknown - Unknown

DAN IVES WEDBUSH

IVES (WEDBUSH SER TR) is held by 47 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($19.2M), CAPTRUST FINANCIAL ADVISORS ($7.4M), TD Waterhouse Canada Inc. ($5.9M). Net institutional sentiment: Mixed.

47

Holders

Avg rating(11 Elite)

$58.4M

Total Value

59% (51)

Fund Consensus

27 buying - 19 selling

Smart Money Verdict

View all

50Mixed MomentumSingle Source

Institutional (13F)50

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IVES's score breaks down across 4 SEC sources

Holder Quality

11

★★★★★

Elite

20

★★★★

Strong

11

★★★

Solid

8

★★

Below

1

★

Weak

Held by 47 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (47)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Increased	677,488(+24.6%)	$19.2M	0.0%	+16.02%	35
CAPTRUST FINANCIAL ADVISORS	New	260,683	$7.4M	0.0%	+23.42%	38
TD Waterhouse Canada Inc.	Decreased	206,741(-20.2%)	$5.9M	0.0%	+13.85%	0
STIFEL FINANCIAL CORP	Increased	182,494(+28.7%)	$5.2M	0.0%	+17.92%	34
Cetera Investment Advisers	Decreased	99,892(-36.8%)	$2.8M	0.0%	+21.12%	0
RAYMOND JAMES FINANCIAL INC	Increased	73,296(+38.7%)	$2.1M	0.0%	+16.37%	34
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	53,100(-25.8%)	$1.5M	0.0%	+16.97%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	47,039	$1.3M	0.0%	+23.42%	35
LPL Financial LLC	Decreased	46,018(-1.8%)	$1.3M	0.0%	+13.77%	0
Quadrature Capital Ltd	New	32,184	$913,060	0.0%	+23.42%	34
Farther Finance Advisors, LLC	Increased	31,609(+51.8%)	$906,546	0.0%	+16.92%	35
Kestra Advisory Services, LLC	Increased	30,524(+20.6%)	$865,962	0.0%	+23.14%	30
BROWN ADVISORY INC	Increased	30,184(+51.1%)	$856,320	0.0%	+29.25%	35
AE Wealth Management LLC	Increased	27,654(+93.1%)	$784,554	0.0%	+18.29%	39
Mariner, LLC	Increased	24,374(+8.1%)	$691,477	0.0%	+21.84%	27
Allworth Financial LP	Increased	23,639(+4.7%)	$670,652	0.0%	+14.18%	26
UBS Group AG	Increased	20,006(+1205.9%)	$567,570	0.0%	+22.63%	39
HB Wealth Management, LLC	New	18,181	$515,795	0.0%	+23.42%	33
Lido Advisors, LLC	Increased	14,668(+3.7%)	$416,156	0.0%	+14.19%	25
CITADEL ADVISORS LLC	Decreased	14,379(-86.9%)	$407,932	0.0%	+35.32%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer