Institutional Ownership
Wedbush Ser Tr
CUSIP 947913109DAN IVES WEDBUSHIVESQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
120
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hightower Advisors, LLC | 677.5K | $19.22M |
| 2 | New Wave Wealth Advisors LLC | 265.2K | $7.52M |
| 3 | Captrust Financial Advisors | 260.7K | $7.40M |
| 4 | Willow Financial LLC | 252.9K | $7.18M |
| 5 | Td Waterhouse Canada Inc. | 206.7K | $5.93M |
| 6 | Stifel Financial Corp | 182.5K | $5.18M |
| 7 | Longitude (Cayman) Ltd. | 158.0K | $4.48M |
| 8 | Titleist Asset Management, LLC | 119.4K | $3.39M |
| 9 | U.S. Capital Wealth Advisors, LLC | 102.3K | $2.90M |
| 10 | Cetera Investment Advisers | 99.9K | $2.83M |