WEDBUSH SER TR

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IVES·947913109·US·ETF·Unknown - Unknown

IVES (WEDBUSH SER TR) is held by 43 institutional investors as of Q2 2026. Largest holders: HighTower Advisors, LLC ($28.8M), STIFEL FINANCIAL CORP ($10.7M), RAYMOND JAMES FINANCIAL INC ($9.2M). Net institutional sentiment: Mixed.

43

Holders

(10 Elite)

$89.9M

Total Value

57% (54)

Consensus

31 buying - 23 selling

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

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)37

Activist (13D/13G)49

Congressional (STOCK Act)59

Holder Quality

62

★★★★★

Elite

80

★★★★

Strong

70

★★★

Solid

28

★★

Below

17

★

Weak

Held by 43 funds

10 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (43)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Increased	756,776(+11.7%)	$28.8M	0.0%	+18.95%	32
STIFEL FINANCIAL CORP	Increased	280,685(+53.8%)	$10.7M	0.0%	+14.21%	39
RAYMOND JAMES FINANCIAL INC	Increased	241,031(+228.8%)	$9.2M	0.0%	+5.84%	45
NewEdge Advisors, LLC	Increased	172,418(+26.6%)	$6.6M	0.0%	+14.97%	34
Cetera Investment Advisers	Increased	112,247(+12.4%)	$4.3M	0.0%	+23.33%	30
BROWN ADVISORY INC	Increased	112,176(+271.6%)	$4.3M	0.0%	+7.63%	43
Federation des caisses Desjardins du Quebec	Increased	72,140(+2182.9%)	$2.7M	0.0%	+0.81%	42
CITADEL ADVISORS LLC	Increased	60,187(+318.6%)	$2.3M	0.0%	+7.63%	42
COMMONWEALTH EQUITY SERVICES, LLC	Increased	55,915(+5.3%)	$2.1M	0.0%	+21.26%	27
AE Wealth Management LLC	Increased	53,798(+94.5%)	$2M	0.0%	+11.08%	41
Qube Research & Technologies Ltd	New	53,427	$2M	0.0%	+0.05%	36
CAPTRUST FINANCIAL ADVISORS	Decreased	44,467(-82.9%)	$1.7M	0.0%	+29.40%	0
LPL Financial LLC	Decreased	43,793(-4.8%)	$1.7M	0.0%	+19.27%	0
Farther Finance Advisors, LLC	Increased	35,593(+12.6%)	$1.4M	0.0%	+19.56%	29
RENAISSANCE TECHNOLOGIES LLC	New	35,384	$1.3M	0.0%	+0.05%	35
Kestra Advisory Services, LLC	Decreased	28,239(-7.5%)	$1.1M	0.0%	+29.10%	0
Mariner, LLC	Decreased	23,374(-4.1%)	$890,532	0.0%	+27.74%	0
Allworth Financial LP	Decreased	20,113(-14.9%)	$766,324	0.0%	+19.71%	0
MML INVESTORS SERVICES, LLC	Increased	16,036(+20.6%)	$610,980	0.0%	+16.46%	29
Cresset Asset Management, LLC	Increased	15,337(+19.5%)	$584,339	0.0%	+15.70%	29

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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