13FBOX
WEDBUSH SER TR · 13F Institutional Holdings
Options Calculator Rankings
W

WEDBUSH SER TR

IVEP
Institutions
8
Combined AUM (Q2 2026)
$4.6M
Combined Shares (Q2 2026)
164,882
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+164,882
8 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+164,882
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.6M
Institutions
8
New Buys
8
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#1$2.4M86,943$00+86,943New Buy
Cetera Investment Advisers
<0.01%#3$869,86131,109$00+31,109New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%#6$415,65114,865$00+14,865New Buy
NewEdge Advisors, LLC
<0.01%#2$355,67312,720$00+12,720New Buy
CAPTRUST FINANCIAL ADVISORS
<0.01%#4$281,01510,050$00+10,050New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#7$254,1169,088$00+9,088New Buy
Roble, Belko & Company, Inc
<0.01%#5$2,936105$00+105New Buy
Tower Research Capital LLC (TRC)
<0.01%#8$562$00+2New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow