Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WEDBUSH SER TR (IVES)

117 + 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
↑ +17
Streak
3Q ▲
Buyers last Q
76%

Smart Money Signals — IVES

Based on 112 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
112 hedge funds hold IVES right now — the highest count in 2.8 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 — +11100% more funds vs a year ago

fund count last 6Q
+111 new funds entered over the past year (+11100% 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.
🟢

More buyers than sellers — 76% buying

88 buying28 selling
Last quarter: 88 funds were net buyers (31 opened a brand new position + 57 added to an existing one). Only 28 were sellers (14 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 38 → 62 → 31. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 96% entered in last year

■ 1% conviction (2yr+) ■ 3% medium ■ 96% new
Only 1 funds (1%) 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.
🚀

Acceleration phase — new buyers rushing in

0 → 0 → 38 → 62 → 31 new funds/Q
New funds entering each quarter: 0 → 38 → 62 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 117 current holders: 115 (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 — 4% AUM from top-100

4% from top-100 AUM funds
9 of 112 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 2025 Q4, 88 hedge funds were net buyers of IVES (31 opened a new position, 57 added to an existing one), while 28 reduced or exited (14 trimmed, 14 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 112.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IVES
2026 Q1 Stats Unlock in 9 days 117 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 117 99 18.18%
13F Shares 7M 3M 106.27%
Total Value $226M $111M 102.71%
New Positions 31 65 -34
Increased Positions 66 21 +45
Closed Positions 14 5 +9
Reduced Positions 18 6 +12
Total Calls 2 4 -50.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: IVES

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Institutional Holders (2026 Q1)

117 + investors

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

Top 25 institutional holders of IVES — 2025 Q4 · 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 WEDBUSH SECURITIES INC 0.76% 916,734 $26K
5 BXM Wealth LLC 0.69% 31,580 $896K
6 Castle Rock Wealth Management, LLC 0.38% 60,906 $1.8M
7 Box Hill Private Wealth LLC 0.36% 12,700 $360K
8 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 0.31% 38,593 $1.1M
9 Everstar Asset Management, LLC 0.30% 20,033 $568K
10 TITLEIST ASSET MANAGEMENT, LLC 0.26% 119,437 $3.4M
11 Estate Planners Group, LLC 0.22% 15,861 $501K
12 Runnymede Capital Advisors, Inc. 0.18% 7,505 $213K
13 MADDEN SECURITIES Corp 0.17% 20,325 $577K
14 First Heartland Consultants, Inc. 0.17% 78,950 $2.2M
15 WORLD EQUITY GROUP, INC. 0.16% 21,522 $611K
16 Seelaus Asset Management LLC 0.15% 7,365 $209K
17 Kellett Wealth Advisors, LLC 0.12% 7,880 $224K
18 MARINO, STRAM & ASSOCIATES LLC 0.08% 15,313 $434K
19 U.S. Capital Wealth Advisors, LLC 0.07% 102,306 $2.9M
20 GRIFFIN ASSET MANAGEMENT, INC. 0.07% 21,178 $601K
21 CV Advisors LLC 0.06% 7,982 $226K
22 Krilogy Financial LLC 0.03% 32,970 $1.1M
23 Evolution Wealth Advisors, LLC 0.03% 9,375 $266K
24 Apollon Wealth Management, LLC 0.03% 58,499 $1.7M
25 HighTower Advisors, LLC 0.02% 677,488 $19.2M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 76% buying: Last quarter: 88 funds were net buyers (31 opened a brand new position + 57 added to an existing one). Only 28 were sellers (14 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVES holders?

Smaller funds dominant — 4% AUM from top-100: 9 of 112 holders rank in the top 100 by AUM, but together hold only 4% 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 — 96% entered in last year: Only 1 funds (1%) 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.

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.