Who owns Weitz Core Plus Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WCPB from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 23 institutions disclosed 6.5M shares of Weitz Core Plus Bond ETF worth $165.3M — about 2635.4% of shares outstanding; the largest disclosed holder is New Perspectives, Inc. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$165.3M
value, 2026 filers
2635.4%
of shares outstanding (6.5M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WCPB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | New Perspectives, Inc | 3.1M | $78.4M | 24.1% | 1249.7% | +7.8% |
| 2 | SMI Advisory Services, LLC | 845,239 | $21.4M | 3.5% | 341.6% | +3.8% |
| 3 | Clear Trail Advisors, LLC | 643,407 | $16.3M | 2.5% | 260% | +10.4% |
| 4 | PFW Advisors LLC | 342,791 | $8.7M | 2.5% | 138.5% | +3.0% |
| 5 | STAPP WEALTH MANAGEMENT, PLLC | 324,040 | $8.2M | 10.7% | 131% | +0.9% |
| 6 | LexAurum Advisors, LLC | 252,249 | $6.4M | 0.7% | 101.9% | +30.8% |
| 7 | Integrated Wealth Concepts LLCNEW | 205,416 | $5.2M | 0.0% | 83% | new |
| 8 | Farther Finance Advisors, LLC | 185,776 | $4.7M | 0.0% | 75.1% | +2.9% |
| 9 | HighTower Advisors, LLC | 124,381 | $3.2M | 0.0% | 50.3% | +97.6% |
| 10 | Sigma Planning Corp | 120,884 | $3.1M | 0.1% | 48.9% | -6.8% |
| 11 | NewEdge Advisors, LLCNEW | 106,048 | $2.7M | 0.0% | 42.9% | new |
| 12 | RAINIER FAMILY WEALTH INC | 90,298 | $2.3M | 1.3% | 36.5% | +8.1% |
| 13 | Global Retirement Partners, LLCNEW | 54,575 | $1.4M | 0.0% | 22.1% | new |
| 14 | TOTH FINANCIAL ADVISORY CORP | 22,795 | $577,844 | 0.1% | 9.2% | +60.4% |
| 15 | CITADEL ADVISORS LLCNEW | 20,906 | $529,967 | 0.0% | 8.4% | new |
| 16 | Trademark Financial Management, LLC | 18,507 | $469,152 | 0.2% | 7.5% | +41.3% |
| 17 | Morey & Quinn Wealth Partners, LLCNEW | 16,619 | $421,292 | 0.3% | 6.7% | new |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 14,792 | $374,980 | 0.0% | 6% | +16.0% |
| 19 | AVISO WEALTH MANAGEMENTNEW | 13,238 | $335,583 | 0.1% | 5.4% | new |
| 20 | Brookwood Investment Group LLC | 12,057 | $305,645 | 0.0% | 4.9% | +30.2% |
| 21 | FLOW TRADERS U.S. LLCNEW | 11,760 | $298,000 | 0.0% | 4.8% | new |
| 22 | EASTERN BANKNEW | 2,000 | $50,700 | 0.0% | 0.8% | new |
| 23 | UBS Group AGNEW | 814 | $20,635 | 0.0% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.