WCPB institutional holders
NORTHERN LTS FD TR II · 13F, 2026Q2
| Managers holding | 23 |
|---|---|
| Shares held | 6,520,574 |
| Reported value | $165.3m |
| Quarter flows | 9 new, 13 added, 1 trimmed, 1 exited |
Top 23 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| New Perspectives, Inc | 3,091,982 | $78.4m | 24.1% |
| SMI Advisory Services, LLC | 845,239 | $21.4m | 3.5% |
| Clear Trail Advisors, LLC | 643,407 | $16.3m | 2.5% |
| PFW Advisors LLC | 342,791 | $8.7m | 2.5% |
| STAPP WEALTH MANAGEMENT, PLLC | 324,040 | $8.2m | 10.7% |
| LexAurum Advisors, LLC | 252,249 | $6.4m | 0.7% |
| Integrated Wealth Concepts LLC | 205,416 | $5.2m | 0.0% |
| Farther Finance Advisors, LLC | 185,776 | $4.7m | 0.0% |
| HighTower Advisors, LLC | 124,381 | $3.2m | 0.0% |
| Sigma Planning Corp | 120,884 | $3.1m | 0.1% |
| NewEdge Advisors, LLC | 106,048 | $2.7m | 0.0% |
| RAINIER FAMILY WEALTH INC | 90,298 | $2.3m | 1.3% |
| Global Retirement Partners, LLC | 54,575 | $1.4m | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 22,795 | $577,844 | 0.1% |
| CITADEL ADVISORS LLC | 20,906 | $529,967 | 0.0% |
| Trademark Financial Management, LLC | 18,507 | $469,152 | 0.2% |
| Morey & Quinn Wealth Partners, LLC | 16,619 | $421,292 | 0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,792 | $374,980 | 0.0% |
| AVISO WEALTH MANAGEMENT | 13,238 | $335,583 | 0.1% |
| Brookwood Investment Group LLC | 12,057 | $305,645 | 0.0% |
| FLOW TRADERS U.S. LLC | 11,760 | $298,000 | 0.0% |
| EASTERN BANK | 2,000 | $50,700 | 0.0% |
| UBS Group AG | 814 | $20,635 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("WCPB"). WCPB price history · All 13F data