IVEP WEDBUSH SER TR: institutional ownership and insider trading

10 funds reported holding $5.17M of WEDBUSH SER TR in their latest 13F filings; in Q2 2026 funds net bought $4.61M, with 8 new positions and 0 funds selling out.

Largest institutional holders of IVEP

  1. COMMONWEALTH EQUITY SERVICES, LLC — $2.43M
  2. Cetera Investment Advisers — $870K
  3. TITLEIST ASSET MANAGEMENT, LLC — $473K
  4. ENVESTNET ASSET MANAGEMENT INC — $416K
  5. NewEdge Advisors, LLC — $356K
  6. CAPTRUST FINANCIAL ADVISORS — $281K
  7. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $254K
  8. Polaris Financial Partners — $84.0K
  9. Roble, Belko & Company, Inc — $3.00K
  10. Tower Research Capital LLC (TRC) — $56

Who owns the most IVEP stock?

The largest institutional holders of WEDBUSH SER TR in the latest 13F filings are COMMONWEALTH EQUITY SERVICES, LLC ($2.43M), Cetera Investment Advisers ($870K), TITLEIST ASSET MANAGEMENT, LLC ($473K).

All IVEP 13F holders