IVES

WEDBUSH SER TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

WEDBUSH SER TR (IVES) is held by 110 institutional investors with combined holdings of $218M. Major holders include THRIVENT FINANCIAL FOR LU, WEDBUSH SECURITIES INC, HighTower Advisors, LLC.

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Institutional Holders

110

Total Value

$217.6M

Ownership %

—

🏦 Top Institutional Holders

THRIVENT FINANCIAL FOR LUTHERANS

2.5M shares

$78.1M

WEDBUSH SECURITIES INC

814.2K shares

$25.7M

HighTower Advisors, LLC

543.8K shares

$17.2M

First Heartland Consultants, Inc.

322.4K shares

$10.2M

TD Waterhouse Canada Inc.

259.0K shares

$8.2M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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