Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / DAN IVES WEDBUSH
-
Total 13F shares
-
495,004
-
Share change
-
+176,651
-
Total reported value
-
$15,649,072
-
Price per share
-
$31.61
-
Number of holders
-
19
-
Value change
-
+$5,577,122
-
Number of buys
-
14
-
Number of sells
-
5
Institutional Holders of WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) as of Q4 2025
As of 31 Dec 2025,
WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
495,004 shares.
The largest 10 holders included
First Heartland Consultants, Inc., Apollon Wealth Management, LLC, WORLD EQUITY GROUP, INC., DAVENPORT & Co LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, MARINO, STRAM & ASSOCIATES LLC, Evolution Wealth Advisors, LLC, DAYMARK WEALTH PARTNERS, LLC, CV Advisors LLC, and Jaffetilchin Investment Partners, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 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.