WCMI institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding193
Shares held69,676,797
Reported value$1.4bn
Quarter flows32 new, 113 added, 38 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC7,296,414$142.8m0.0%
RAYMOND JAMES FINANCIAL INC4,768,307$93.3m0.0%
Fiduciary Trust Co4,500,781$88.1m1.0%
Composition Wealth, LLC4,270,879$83.6m1.0%
Bank of New York Mellon Corp2,849,621$55.8m0.0%
NewEdge Advisors, LLC2,712,219$53.1m0.2%
ROYAL BANK OF CANADA2,347,074$45.9m0.0%
Koshinski Asset Management, Inc.2,021,827$39.6m2.1%
Janney Montgomery Scott LLC1,599,224$31.3m0.1%
ENVESTNET ASSET MANAGEMENT INC1,564,802$30.6m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,252,793$24.6m0.0%
Ferguson Shapiro LLC1,200,760$23.5m6.9%
Rockefeller Capital Management L.P.1,176,012$23.0m0.0%
Beaumont Financial Advisors, LLC1,146,836$22.4m1.4%
HighTower Advisors, LLC1,112,717$21.8m0.0%
Prism Advisors, Inc.1,038,292$20.3m4.9%
Private Advisor Group, LLC921,683$18.0m0.1%
Commonwealth Financial Services, LLC911,280$17.8m2.4%
NewEdge Wealth, LLC845,808$16.6m0.2%
STIFEL FINANCIAL CORP838,741$16.4m0.0%
OSAIC HOLDINGS, INC.829,630$16.2m0.0%
Parallel Advisors, LLC807,735$15.8m0.2%
Berger Financial Group, Inc785,432$15.4m0.8%
Cetera Investment Advisers758,477$14.8m0.0%
Mariner, LLC714,658$14.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WCMI"). WCMI price history · All 13F data

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