Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wedbush Ser Tr (IVES)

118 + Investors. Track Smart Money conviction in IVES. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — IVES

Based on 120 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IVES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
120 hedge funds hold IVES right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +11900% more funds vs a year ago

fund count last 6Q
+119 new funds entered over the past year (+11900% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

76 buying53 selling
Last quarter: 76 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 64 → 33 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 75% entered in last year

■ 2% conviction (2yr+) ■ 23% medium ■ 75% new
Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -29%, value -51%

Value
-50%
Shares
-28%
Last quarter: funds added -29% more shares while total portfolio value only changed -51%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

0 → 38 → 64 → 33 → 29 new funds/Q
New funds entering each quarter: 38 → 64 → 33 → 29. IVES is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 123 current holders: 121 (98%) entered in the past year, only 2 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
14 of 119 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IVES

In 2026 Q1, 76 hedge funds were net buyers of IVES (29 opened a new position, 47 added to an existing one), while 53 reduced or exited (28 trimmed, 25 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 120.

Hedge Fund Ownership: IVES

How many hedge funds hold IVES — quarterly history vs. share price
Quarterly hedge fund ownership of IVES vs. share price

Market Analysis: IVES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVES

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wedbush Ser Tr (IVES) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVES has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
IVES
+33.7%
SPY
+15.9%

IVES outperformed SPY by +17.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IVES
+4.3%
SPY
+2.0%

Since the filing became public, IVES outperformed SPY by +2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IVES
118 + Investors

Track Smart Money conviction in IVES. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 118 116 1.72%
13F Shares 5M 7M -29.34%
Total Value $111M $228M -51.4%
New Positions 29 33 -4
Increased Positions 43 56 -13
Closed Positions 27 14 +13
Reduced Positions 28 14 +14
Total Calls 2 2 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: IVES

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

118 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVES. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IVES holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Willow Financial LLC 7.27% 252,923 $7.2M
2 New Wave Wealth Advisors LLC 2.61% 265,168 $7.5M
3 Longitude (Cayman) Ltd. 1.83% 158,000 $4.5M
4 BXM Wealth LLC 0.69% 31,580 $896K
5 O'ROURKE & COMPANY, Inc 0.64% 56,756 $1.6M
6 Tripletail Wealth Management, LLC 0.49% 12,580 $362K
7 Vienna Asset Management LLC 0.45% 20,530 $582K
8 Sun Financial Inc 0.38% 20,548 $760K
9 Castle Rock Wealth Management, LLC 0.38% 60,906 $1.8M
10 Box Hill Private Wealth LLC 0.36% 12,700 $360K
11 Pennsylvania Capital Management Inc /Adv 0.31% 38,593 $1.1M
12 Everstar Asset Management, LLC 0.30% 20,033 $568K
13 Titleist Asset Management, LLC 0.26% 119,437 $3.4M
14 Estate Planners Group, LLC 0.22% 15,861 $501K
15 Runnymede Capital Advisors, Inc. 0.18% 7,505 $213K
16 MADDEN SECURITIES Corp 0.17% 20,325 $577K
17 First Heartland Consultants, Inc. 0.17% 78,950 $2.2M
18 World Equity Group, INC. 0.16% 21,522 $611K
19 Seelaus Asset Management LLC 0.15% 7,365 $209K
20 Kellett Wealth Advisors, LLC 0.12% 7,880 $224K
21 Marino, Stram & Associates LLC 0.08% 15,313 $434K
22 First Wilshire Securities Management Inc 0.07% 11,500 $326K
23 U.S. Capital Wealth Advisors, LLC 0.07% 102,306 $2.9M
24 Cozad Asset Management Inc 0.07% 31,657 $898K
25 Griffin Asset Management, INC. 0.07% 21,178 $601K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wedbush Ser Tr (IVES)

What does the Smart Money Trend signal show for IVES?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IVES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IVES?

Slight buying edge — 59% buying: Last quarter: 76 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IVES holders?

Smaller funds dominant — 5% AUM from top-100: 14 of 119 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVES?

Mostly new holders — 75% entered in last year: Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Wedbush Ser Tr (IVES) following the 2026 Q1 hedge fund 13F filings?

As of today, IVES has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), IVES has gained +33.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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