WCPB Institutional Ownership
Weitz Core Plus Bond ETF
1W: -0.7%
1M: -3.1%
3M: -4.4%
YTD: -4.5%
1Y: -4.1%
$24.24
-0.03 (-0.12%)
Weekly Expected Move ±0.8%
$24
$24
$24
$24
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WCPB
24
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
165M
Total Invested
9
New Positions
13
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New Perspectives, Inc | 3,091,982 | 75M | +225,041 | +7.8% | 4Q | SEC ↗ |
| 2 | SMI Advisory Services, LLC | 845,239 | 20M | +31,189 | +3.8% | 3Q | SEC ↗ |
| 3 | Clear Trail Advisors, LLC | 643,407 | 16M | +60,480 | +10.4% | 2Q | SEC ↗ |
| 4 | PFW Advisors LLC | 342,791 | 8M | +10,070 | +3.0% | 2Q | SEC ↗ |
| 5 | STAPP WEALTH MANAGEMENT, PLLC | 324,040 | 8M | +2,925 | +0.9% | 2Q | SEC ↗ |
| 6 | LexAurum Advisors, LLC | 252,249 | 6M | +59,340 | +30.8% | 2Q | SEC ↗ |
| 7 | Integrated Wealth Concepts LLC NEW | 205,416 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Farther Finance Advisors, LLC | 185,776 | 5M | +5,300 | +2.9% | 3Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 124,381 | 3M | +61,436 | +97.6% | 2Q | SEC ↗ |
| 10 | Sigma Planning Corp | 120,884 | 3M | -8,763 | -6.8% | 4Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC NEW | 106,048 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | RAINIER FAMILY WEALTH INC | 90,298 | 2M | +6,779 | +8.1% | 3Q | SEC ↗ |
| 13 | Global Retirement Partners, LLC NEW | 54,575 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | TOTH FINANCIAL ADVISORY CORP | 22,795 | 553K | +8,584 | +60.4% | 3Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC NEW | 20,906 | 507K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Trademark Financial Management, LLC | 18,507 | 449K | +5,413 | +41.3% | 2Q | SEC ↗ |
| 17 | Morey & Quinn Wealth Partners, LLC NEW | 16,619 | 403K | — | +0.0% | 1Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 14,792 | 359K | +2,044 | +16.0% | 3Q | SEC ↗ |
| 19 | AVISO WEALTH MANAGEMENT NEW | 13,238 | 321K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Brookwood Investment Group LLC | 12,057 | 292K | +2,800 | +30.2% | 2Q | SEC ↗ |
| 21 | FLOW TRADERS U.S. LLC NEW | 11,760 | 285K | — | +0.0% | 1Q | SEC ↗ |
| 22 | EASTERN BANK NEW | 2,000 | 48K | — | +0.0% | 1Q | SEC ↗ |
| 23 | UBS Group AG NEW | 814 | 20K | — | +0.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 0 | 0K | -12,301 | -100.0% | 2Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 0 | 0K | -58,011 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 205,416 | 5M |
| NewEdge Advisors, LLC | 106,048 | 3M |
| Global Retirement Partners, LLC | 54,575 | 1M |
| CITADEL ADVISORS LLC | 20,906 | 507K |
| Morey & Quinn Wealth Partners, LLC | 16,619 | 403K |
| AVISO WEALTH MANAGEMENT | 13,238 | 321K |
| FLOW TRADERS U.S. LLC | 11,760 | 285K |
| EASTERN BANK | 2,000 | 48K |
| UBS Group AG | 814 | 20K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 58,011 | 1M |
| JANE STREET GROUP, LLC | 12,301 | 298K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New Perspectives, Inc | +225,041 | +7.8% | 3,091,982 |
| HighTower Advisors, LLC | +61,436 | +97.6% | 124,381 |
| Clear Trail Advisors, LLC | +60,480 | +10.4% | 643,407 |
| LexAurum Advisors, LLC | +59,340 | +30.8% | 252,249 |
| SMI Advisory Services, LLC | +31,189 | +3.8% | 845,239 |
| PFW Advisors LLC | +10,070 | +3.0% | 342,791 |
| TOTH FINANCIAL ADVISORY CORP | +8,584 | +60.4% | 22,795 |
| RAINIER FAMILY WEALTH INC | +6,779 | +8.1% | 90,298 |
| Trademark Financial Management, LLC | +5,413 | +41.3% | 18,507 |
| Farther Finance Advisors, LLC | +5,300 | +2.9% | 185,776 |
| STAPP WEALTH MANAGEMENT, PLLC | +2,925 | +0.9% | 324,040 |
| Brookwood Investment Group LLC | +2,800 | +30.2% | 12,057 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,044 | +16.0% | 14,792 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sigma Planning Corp | -8,763 | -6.8% | 120,884 |