Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / DAN IVES WEDBUSH
-
Total 13F shares
-
7,068,007
-
Share change
-
+3,548,801
-
Total reported value
-
$223,426,023
-
Put/Call ratio
-
45%
-
Price per share
-
$31.61
-
Number of holders
-
115
-
Value change
-
+$112,109,800
-
Number of buys
-
84
-
Number of sells
-
24
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
115 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,068,007 shares.
The largest 10 holders included
Thrivent Financial for Lutherans, WEDBUSH SECURITIES INC, HighTower Advisors, LLC, First Heartland Consultants, Inc., TD Waterhouse Canada Inc., Cambridge Investment Research Advisors, Inc., Cetera Investment Advisers, ROYAL BANK OF CANADA, STIFEL FINANCIAL CORP, and Longitude (Cayman) Ltd..
This page lists
115
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.