Latest Period
Q1 2026
Security Snapshot
WEDBUSH SER TR - DAN IVES WEDBUSH Institutional Ownership
CUSIP: 947913109
13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026
Institutions Reporting
9
Shares (Excl. Options)
357,770
Price
$28.37
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- Type / Class
- Equity / DAN IVES WEDBUSH
- Price per share
- $28.37
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 357,770
- Total reported value
- $10,151,863
- Share change
- 0
- Number of holders
- 9
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 947913109 - WEDBUSH SER TR - DAN IVES WEDBUSH is tracked under CUSIP 947913109.
- 9 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 9 between Q4 2025 and Q1 2026.
- Reported value moved from $3,465,025 to $10,151,863.
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 9 institutions filings for Q1 2026.
Security key
947913109
Latest holder period
Q1 2026
13F holders
9
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, 9 institutional investors reported holding 357,770 shares of WEDBUSH SER TR - DAN IVES WEDBUSH.