IVES · Insider trading · 13F holders · Congress trades
Wedbush Ser Tr (IVES)
Who is buying and selling IVES: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 10
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IVES at a glance
- No open-market insider purchases or sales of IVES were filed in the last 90 days.
- 10 13F filers hold IVES among their 50 largest positions, worth $33.6M combined. The biggest bets by portfolio weight are Willow Financial LLC (7.3%), Longitude (Cayman) Ltd. (4.1%) and New Wave Wealth Advisors LLC (3.0%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in IVES.
IVES insider trading
No open-market insider purchases or sales of IVES were filed in the last 90 days.
Who owns IVES? Hedge funds and superinvestors
10 13F filers hold IVES among their 50 largest positions, worth $33.6M combined. The biggest bets by portfolio weight are Willow Financial LLC (7.3%), Longitude (Cayman) Ltd. (4.1%) and New Wave Wealth Advisors LLC (3.0%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| New Wave Wealth Advisors LLCWealth manager | 3.0% | $11.2M | 271,225 | -3.2% shares | Q3 2026 |
| Willow Financial LLCWealth manager | 7.3% | $7.2M | 252,923 | +162.6% shares | Q1 2026 |
| Longitude (Cayman) Ltd.Investment manager | 4.1% | $6.1M | 161,000 | +1.9% shares | Q2 2026 |
| O'ROURKE & COMPANY, IncWealth manager | 0.9% | $2.5M | 64,612 | +13.8% shares | Q2 2026 |
| Polaris Financial PartnersWealth manager | 0.8% | $1.7M | 41,191 | — | Q3 2026 |
| BXM Wealth LLCWealth manager | 0.8% | $1.5M | 38,725 | +22.6% shares | Q2 2026 |
| Pennsylvania Capital Management Inc /advHedge fund | 0.4% | $1.4M | 36,533 | -5.3% shares | Q2 2026 |
| Tripletail Wealth Management, LLCWealth manager | 1.3% | $1.1M | 30,180 | +139.9% shares | Q2 2026 |
| Estate Planners Group, LLCWealth manager | 0.3% | $711K | 18,653 | +5.1% shares | Q2 2026 |
| Clientfirst Wealth Management, LLCWealth manager | 0.2% | $229K | 6,000 | New | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 7, Q1 2026: 1). Screen IVES in the grand portfolio →
IVES stock trades by members of Congress
No member of Congress has disclosed a trade in IVES.
IVES questions and answers
Are insiders buying IVES stock?
No open-market insider purchases or sales of IVES were filed in the last 90 days.
Which hedge funds own IVES?
10 13F filers hold IVES among their 50 largest positions, worth $33.6M combined. The biggest bets by portfolio weight are Willow Financial LLC (7.3%), Longitude (Cayman) Ltd. (4.1%) and New Wave Wealth Advisors LLC (3.0%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
Has Congress traded IVES?
No member of Congress has disclosed a trade in IVES.
Who is the largest holder of IVES?
Among 13F filers, New Wave Wealth Advisors LLC reports the largest IVES position, $11.2M (271,225 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Willow Financial LLC's: 7.3% of its portfolio.
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