Stock Ownership/IVES

WEDBUSH SER TR (IVES): Ownership & Insider Activity

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
4
13F filers
Aggregate Value
$6.1M
Across holders
Last Price
$41.30
2026-10-08
Sector
GICS
Quarterly fund activity3 increased0 reduced1 exited
Full exits: Rockefeller Capital Management L.P.
Institutional Holders of IVES
↗
4 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund60K$2.3M37.9%0.0%Added+$1.4MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund53K$2.0M33.6%0.0%Added—Q2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund35K$1.3M22.3%0.0%Added—Q2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund10K$381K6.3%0.0%Unchanged+$0Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$2.3M· 37.9% of total· 0.0% port· 60K sh· +$1.4M QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$2.0M· 33.6% of total· 0.0% port· 53K sh· — QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$1.3M· 22.3% of total· 0.0% port· 35K sh· — QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCUnchanged
Hedge Fund
$381K· 6.3% of total· 0.0% port· 10K sh· +$0 QoQ· Q2 2026
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