Latest Period
Q2 2026
Security Snapshot
WEDBUSH SER TR - DAN IVES WEDBUSH (IVES) Institutional Ownership
CUSIP: 947913109
13F Institutional Holders and Ownership History from Q2 2025 to Q2 2026
Institutions Reporting
134
Shares (Excl. Options)
4,716,882
Price
$38.10
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- Security type / class
- Equity / DAN IVES WEDBUSH
- Symbol
- IVES
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 4,716,882
- Total 13F value
- $179,695,325
- Portfolio coverage rank
- 0%
- Share change
- -28,244
- Value change
- +$525,783
- Number of holders
- 134
- SEC-reported price per share
- $38.94
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
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.
- 134 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 121 to 134 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $145,603,876 to $179,695,325.
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 134 institutions filings for Q2 2026.
Security key
947913109
Latest holder period
Q2 2026
13F holders
134
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 947913109:
As of 30 Jun 2026, 134 institutional investors reported holding 4,716,882 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
5
Latest
Q2 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 4,716,882 | $179,695,325 | +$525,783 | $38.10 | 134 |
| 2026 Q1 | 5,111,236 | $145,603,876 | -$66,934,537 | $28.37 | 121 |
| 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 |