WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / DAN IVES WEDBUSH
Symbol
IVES
Price per share
$31.61
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,405,363
Total reported value
$109,564,879
% of total 13F portfolios
0%
Share change
+2,052,138
Value change
+$66,366,343
Number of holders
94
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 94 institutional investors reported holding 3,405,363 shares of WEDBUSH SER TR - DAN IVES WEDBUSH (IVES).

Institutional Holders of WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 395,671 $12,507,156 +$4,424,020 $31.61 10
2025 Q3 3,405,363 $109,564,879 +$66,366,343 $32.12 94
2025 Q2 1,321,512 $35,825,477 +$35,804,403 $27.11 39