Institutional Ownership
Wedbush Ser Tr
CUSIP 947913109DAN IVES WEDBUSHIVESQ1 2026
Institutional Holders
120
13F filers
Shares Held
5.11M
Aggregate institutional
Institutional Value
$109.73M
Q1 2026
Net New Holders
+3
24 new · 21 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased48
Decreased28
Sold out21
Institutional Holders
120 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 677.5K | $19.22M | +133.7K | Added |
| 2 | New Wave Wealth Advisors LLC | 265.2K | $7.52M | +265.2K | New |
| 3 | Captrust Financial Advisors | 260.7K | $7.40M | +260.7K | New |
| 4 | Willow Financial LLC | 252.9K | $7.18M | +156.6K | Added |
| 5 | Td Waterhouse Canada Inc. | 206.7K | $5.93M | −52.2K | Reduced |
| 6 | Stifel Financial Corp | 182.5K | $5.18M | +40.7K | Added |
| 7 | Longitude (Cayman) Ltd. | 158.0K | $4.48M | +25.0K | Added |
| 8 | Titleist Asset Management, LLC | 119.4K | $3.39M | +31.1K | Added |
| 9 | U.S. Capital Wealth Advisors, LLC | 102.3K | $2.90M | +3.4K | Added |
| 10 | Cetera Investment Advisers | 99.9K | $2.83M | −58.1K | Reduced |
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