# WEDBUSH SER TR (IVES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IVES/

- Reporting holders: 10
- Reported value: $12.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $5.8M | 140,101 | 0.4% | 5 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.9M | 44,621 | 0.4% | 5 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.7M | 40,543 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 38,256 | 0.0% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $892.5K | 21,741 | 0.0% | 2 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $361.2K | 8,800 | 0.1% | 1 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $351.1K | 8,554 | 0.3% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $41.7K | 1,015 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $8.2K | 200 | 0.0% | 2 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $1.7K | 41,191 | 0.8% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $328 | 8 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $12.5M |
| Q2 2026 | 138 | $209.1M |
| Q1 2026 | 121 | $144.2M |
| Q4 2025 | 120 | $232.3M |
| Q3 2025 | 97 | $112.1M |
| Q2 2025 | 39 | $35.9M |