WEDBUSH SER TR (IVES): Institutional Ownership
Hedge funds and institutional managers reporting a position in IVES. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
2
13F filers
Aggregate Value
$692K
Across holders
Last Price
$36.18
2026-06-26
Sector
GICS
Holder activity0 new0 added2 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 14K | $408K | 59.0% | 0.0% | Reduced | $-26K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 10K | $284K | 41.0% | 0.0% | Reduced | $-58K | Q1 2026 |