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

WEDBUSH SER TR

IVES
Institutions
134
Combined AUM (Q2 2026)
$179.1M
Combined Shares (Q2 2026)
4.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
81 · 36 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.7M
49 · 22 Exit · ≈
⚖️ Net
-475,252
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$179.1M
Institutions
134
New Buys
36
Adds
45
Reduces
27
Exits
22
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HighTower Advisors, LLC
0.03%0.02%#36$28.8M756,776$19.2M677,488+79,288+11.70%Add
STIFEL FINANCIAL CORP
0.01%<0.01%#57$10.7M280,685$5.2M182,494+98,191+53.81%Add
NEW WAVE WEALTH ADVISORS LLC
2.91%2.61%#1$10.7M280,218$7.5M265,168+15,050+5.68%Add
WEDBUSH SECURITIES INC
0.26%0.76%#12$10.0M262,186$26.0M916,734-654,548-71.40%Reduce
Cambridge Investment Research Advisors, Inc.
0.02%0.01%#41$9.2M242,775$5.3M185,753+57,022+30.70%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#84$9.2M241,031$2.1M73,296+167,735+228.85%Add
NewEdge Advisors, LLC
0.02%0.01%#43$6.6M172,418$3.9M136,159+36,259+26.63%Add
Longitude (Cayman) Ltd.
1.95%1.83%#2$6.1M161,000$4.5M158,000+3,000+1.90%Add
TITLEIST ASSET MANAGEMENT, LLC
0.34%0.26%#10$5.0M131,658$3.4M119,437+12,221+10.23%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#103$4.6M121,087$2.0M70,379+50,708+72.05%Add
Cetera Investment Advisers
<0.01%<0.01%#73$4.3M112,247$2.8M99,892+12,355+12.37%Add
BROWN ADVISORY INC
0.01%<0.01%#64$4.3M112,176$856,32030,184+81,992+271.64%Add
Beacon Pointe Advisors, LLC
0.01%#52$3.0M78,827$00+78,827New Buy
Federation des caisses Desjardins du Quebec
0.01%<0.01%#60$2.7M72,140$89,6613,160+68,980+2,182.91%Add
Snowden Capital Advisors LLC
0.06%0.05%#26$2.6M68,417$1.8M63,697+4,720+7.41%Add
Castle Rock Wealth Management, LLC
0.49%0.38%#6$2.5M65,575$1.8M60,906+4,669+7.67%Add
O'ROURKE & COMPANY, Inc
0.86%0.64%#4$2.5M64,612$1.6M56,756+7,856+13.84%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#81$2.1M55,915$1.5M53,100+2,815+5.30%Add
First Heartland Consultants, Inc.
0.14%0.17%#21$2.1M55,763$2.2M78,950-23,187-29.37%Reduce
Apollon Wealth Management, LLC
0.03%0.03%#37$2.1M55,330$1.7M58,499-3,169-5.42%Reduce
AE Wealth Management LLC
0.01%<0.01%#56$2.0M53,798$784,55427,654+26,144+94.54%Add
Qube Research & Technologies Ltd
<0.01%#89$2.0M53,427$00+53,427New Buy
CAPTRUST FINANCIAL ADVISORS
<0.01%0.01%#83$1.7M44,467$7.4M260,683-216,216-82.94%Reduce
LPL Financial LLC
<0.01%<0.01%#106$1.7M43,793$1.3M46,018-2,225-4.84%Reduce
Mesirow Financial Investment Management, Inc.
0.02%0.01%#38$1.6M41,294$575,19320,272+21,022+103.70%Add
BXM Wealth LLC
0.8%0.69%#5$1.5M38,725$895,91731,580+7,145+22.63%Add
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
0.35%0.31%#8$1.4M36,533$1.1M38,593-2,060-5.34%Reduce
Farther Finance Advisors, LLC
0.01%0.01%#55$1.4M35,593$906,54631,609+3,984+12.60%Add
RENAISSANCE TECHNOLOGIES LLC
<0.01%#90$1.3M35,384$00+35,384New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#116$1.3M34,300$899,32931,700+2,600+8.20%Add
Tower Research Capital LLC (TRC)
0.03%#34$1.3M33,199$00+33,199New Buy
COZAD ASSET MANAGEMENT INC
0.08%0.11%#24$1.2M31,926$898,12131,657+269+0.85%Add
Mutual Advisors, LLC
0.02%0.02%#40$1.1M30,139$888,80431,329-1,190-3.80%Reduce
Tripletail Wealth Management, LLC
1.28%0.49%#3$1.1M30,180$362,30412,580+17,600+139.90%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#86$1.1M29,356$841,00029,640-284-0.96%Reduce
VERUS CAPITAL PARTNERS, LLC
0.06%0.05%#27$1.1M29,094$695,06724,500+4,594+18.75%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#74$1.1M28,239$865,96230,524-2,285-7.49%Reduce
GTS SECURITIES LLC
0.02%0.02%#39$1.0M27,522$560,73319,765+7,757+39.25%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#44$1.0M27,200$00+27,200New Buy
Mariner, LLC
<0.01%<0.01%#95$890,53223,374$691,47724,374-1,000-4.10%Reduce
Everstar Asset Management, LLC
0.34%0.3%#9$819,95021,521$568,33620,033+1,488+7.43%Add
Sun Financial Inc
0.38%0.38%#7$818,73721,031$760,07120,548+483+2.35%Add
WORLD EQUITY GROUP, INC.
0.17%0.16%#18$778,91820,444$610,57921,522-1,078-5.01%Reduce
Allworth Financial LP
<0.01%<0.01%#77$766,32420,113$670,65223,639-3,526-14.92%Reduce
MADDEN SECURITIES Corp
0.21%0.17%#15$755,33319,825$576,62020,325-500-2.46%Reduce
GRIFFIN ASSET MANAGEMENT, INC.
0.08%0.07%#25$739,98219,422$600,82321,178-1,756-8.29%Reduce
Estate Planners Group, LLC
0.32%0.24%#11$710,69018,653$503,72017,755+898+5.06%Add
Krilogy Financial LLC
0.02%0.03%#45$650,60317,076$1.1M32,970-15,894-48.21%Reduce
MARINO, STRAM & ASSOCIATES LLC
0.1%0.08%#22$637,34216,728$434,43315,313+1,415+9.24%Add
Arax Advisory Partners
<0.01%#72$615,06816,144$00+16,144New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow