Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DAN IVES WEDBUSH
-
Total 13F shares
-
1,321,512
-
Share change
-
+1,320,735
-
Total reported value
-
$35,825,477
-
Price per share
-
$27.11
-
Number of holders
-
39
-
Value change
-
+$35,804,403
-
Number of buys
-
38
Institutional Holders of WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) as of Q2 2025
As of 30 Jun 2025,
WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,321,512 shares.
The largest 10 holders included
WEDBUSH SECURITIES INC, GTS SECURITIES LLC, CITADEL ADVISORS LLC, Concentric Capital Strategies, LP, Cetera Investment Advisers, Bramshill Investments, LLC, Krilogy Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Snowden Capital Advisors LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
39
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.