IVEP WEDBUSH SER TR
FollowDAN IV AI PW ETF (fund)
8 managers (8 13F filers) reported a position in IVEP shares at 2026-06-30, 164,882 shares in all. 8 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 8
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 164,882
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 86,943 | $2.43M | <0.01% | new | 13F-HRTimeline |
| Cetera Investment Advisers | 31,109 | $870K | <0.01% | new | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 14,865 | $416K | <0.01% | new | 13F-HRTimelineGroup |
| NewEdge Advisors, LLC | 12,720 | $356K | <0.01% | new | 13F-HRTimeline |
| CAPTRUST FINANCIAL ADVISORS | 10,050 | $281K | <0.01% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 9,088 | $254K | <0.01% | new | 13F-HRTimelineGroup |
| Roble, Belko & Company, Inc | 105 | $3K | <0.01% | new | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 2 | $56 | <0.01% | new | 13F-HRTimelineGroup |