Latest Period
Q1 2026
Security Snapshot
WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) Institutional Ownership
CUSIP: 947913109
13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026
Institutions Reporting
120
Shares (Excl. Options)
4,975,077
Price
$28.37
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- Security type / class
- Equity / DAN IVES WEDBUSH
- Symbol
- IVES
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,975,077
- Total 13F value
- $141,741,042
- Portfolio coverage rank
- 0%
- Share change
- -2,049,007
- Value change
- -$67,083,572
- Number of holders
- 120
- SEC-reported price per share
- $35.96
Latest holder snapshot
5 signals
Issuer context
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IVES - WEDBUSH SER TR - DAN IVES WEDBUSH is tracked under CUSIP 947913109.
- 120 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 119 to 120 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $227,626,941 to $141,741,042.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 120 institutions filings for Q1 2026.
Security key
947913109
Latest holder period
Q1 2026
13F holders
120
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 947913109:
As of 31 Mar 2026, 120 institutional investors reported holding 4,975,077 shares of WEDBUSH SER TR - DAN IVES WEDBUSH (IVES).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q1 2026
Rows shown
1-4 of 4
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,975,077 | $141,741,042 | -$67,083,572 | $28.37 | 120 |
| 2025 Q4 | 7,200,905 | $227,626,941 | +$112,491,692 | $31.61 | 119 |
| 2025 Q3 | 3,400,363 | $109,404,279 | +$66,205,759 | $32.12 | 94 |
| 2025 Q2 | 1,321,512 | $35,825,477 | +$35,804,413 | $27.11 | 39 |