Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / DAN IVES WEDBUSH
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Number of holders
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2
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Total 13F shares, excl. options
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12K
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Shares change
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+11.1K
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Total reported value, excl. options
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$384K
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Value change
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+$359K
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Number of buys
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1
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Number of sells
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-2
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Price
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$32.12
Significant Holders of WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) as of Q3 2025
3 filings reported holding IVES - WEDBUSH SER TR - DAN IVES WEDBUSH as of Q3 2025.
WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12K shares
.
Largest 3 shareholders include U.S. Capital Wealth Advisors, LLC (11.9K shares), Abound Wealth Management (70 shares), and SALEM INVESTMENT COUNSELORS INC (0 shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.