IVES institutional holders

WEDBUSH SER TR · 13F, 2026Q2

Managers holding133
Shares held5,239,453
Reported value$199.6m
Quarter flows35 new, 46 added, 27 trimmed, 22 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
HighTower Advisors, LLC756,776$28.8m0.0%
NEW WAVE WEALTH ADVISORS LLC560,436$21.4m2.9%
Cambridge Investment Research Advisors, Inc.485,550$18.5m0.0%
STIFEL FINANCIAL CORP280,685$10.7m0.0%
WEDBUSH SECURITIES INC262,186$10.0m0.3%
RAYMOND JAMES FINANCIAL INC241,031$9.2m0.0%
NewEdge Advisors, LLC172,418$6.6m0.0%
Longitude (Cayman) Ltd.161,000$6.1m2.0%
TITLEIST ASSET MANAGEMENT, LLC131,658$5.0m0.3%
Cetera Investment Advisers112,247$4.3m0.0%
BROWN ADVISORY INC112,176$4.3m0.0%
Avior Wealth Management, LLC106,132$4.0m0.1%
Beacon Pointe Advisors, LLC78,827$3.0m0.0%
Federation des caisses Desjardins du Quebec72,140$2.7m0.0%
Snowden Capital Advisors LLC68,417$2.6m0.1%
Castle Rock Wealth Management, LLC65,575$2.5m0.5%
O'ROURKE & COMPANY, Inc64,612$2.5m0.9%
CITADEL ADVISORS LLC60,187$2.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC55,915$2.1m0.0%
First Heartland Consultants, Inc.55,763$2.1m0.1%
Apollon Wealth Management, LLC55,330$2.1m0.0%
AE Wealth Management LLC53,798$2.0m0.0%
Qube Research & Technologies Ltd53,427$2.0m0.0%
CAPTRUST FINANCIAL ADVISORS44,467$1.7m0.0%
LPL Financial LLC43,793$1.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IVES"). IVES price history · All 13F data

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