IVES WEDBUSH SER TR: institutional ownership and insider trading
145 funds reported holding $192M of WEDBUSH SER TR in their latest 13F filings; in Q2 2026 funds net sold $791K, with 35 new positions and 17 funds selling out.
Famous investors holding IVES
- Ken Griffin (Citadel Advisors): $4.61M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $1.35M, 0.0% of the portfolio
Largest institutional holders of IVES
- HighTower Advisors, LLC — $28.8M
- NEW WAVE WEALTH ADVISORS LLC — $11.2M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $10.7M
- Cambridge Investment Research Advisors, Inc. — $9.25M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $9.18M
- Willow Financial LLC — $7.18M
- WEDBUSH SECURITIES INC — $6.74M
- NewEdge Advisors, LLC — $6.57M
- Longitude (Cayman) Ltd. — $6.13M
- TITLEIST ASSET MANAGEMENT, LLC — $5.75M