DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHANGE-TRADED FD (WCMI)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
195
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
+22
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $142.8M | 7,296,414 | 0.03% | 7q | +20.7%+$24.5M |
| RAYMOND JAMES FINANCIAL INC | $93.3M | 4,768,307 | 0.03% | 6q | +30.2%+$21.6M |
| Fiduciary Trust Co | $88.1M | 4,500,781 | 0.96% | 4q | +21.9%+$15.8M |
| Composition Wealth, LLC | $83.6M | 4,270,879 | 0.98% | new | NEW |
| Bank of New York Mellon Corp | $55.8M | 2,849,621 | 0.01% | 3q | +4.1%+$2.2M |
| NewEdge Advisors, LLC | $53.1M | 2,712,219 | 0.16% | 5q | +5.3%+$2.7M |
| ROYAL BANK OF CANADA | $45.9M | 2,347,074 | 0.01% | 5q | -4.0%-$1.9M |
| Koshinski Asset Management, Inc. | $39.6M | 2,021,827 | 2.11% | 7q | +7.1%+$2.6M |
| Janney Montgomery Scott LLC | $31.3M | 1,599,224 | 0.06% | 7q | +10.4%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $30.6M | 1,564,802 | 0.01% | 5q | +17.3%+$4.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.6M | 1,252,793 | 0.04% | 4q | +43.6%+$7.5M |
| Ferguson Shapiro LLC | $23.5M | 1,200,760 | 6.87% | 3q | -1.0%-$247.4K |
| Rockefeller Capital Management L.P. | $23.0M | 1,176,012 | 0.04% | 5q | +18.4%+$3.6M |
| Beaumont Financial Advisors, LLC | $22.4M | 1,146,836 | 1.43% | 5q | +49.5%+$7.4M |
| HighTower Advisors, LLC | $21.8M | 1,112,717 | 0.02% | 6q | +5.9%+$1.2M |
| Prism Advisors, Inc. | $20.3M | 1,038,292 | 4.94% | 4q | -9.2%-$2.1M |
| Private Advisor Group, LLC | $18.0M | 921,683 | 0.08% | 2q | +1325.8%+$16.8M |
| Commonwealth Financial Services, LLC | $17.8M | 911,280 | 2.40% | 5q | +53.6%+$6.2M |
| NewEdge Wealth, LLC | $16.6M | 845,808 | 0.17% | 5q | -8.1%-$1.5M |
| STIFEL FINANCIAL CORP | $16.4M | 838,741 | 0.01% | 6q | +15.1%+$2.1M |
| OSAIC HOLDINGS, INC. | $16.2M | 829,630 | 0.02% | 7q | +59.1%+$6.0M |
| Parallel Advisors, LLC | $15.8M | 807,735 | 0.24% | 3q | +8.5%+$1.2M |
| Berger Financial Group, Inc | $15.4M | 785,432 | 0.78% | 2q | HELD |
| Cetera Investment Advisers | $14.8M | 758,477 | 0.01% | 6q | +30.9%+$3.5M |
| Mariner, LLC | $14.0M | 714,658 | 0.01% | 5q | -32.3%-$6.7M |
| MORGAN STANLEY | $13.9M | 711,557 | 0.00% | 2q | +110562.1%+$13.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.1M | 669,758 | 0.02% | 7q | +16.6%+$1.9M |
| IFP Advisors, Inc | $12.1M | 617,647 | 0.22% | 4q | +2.4%+$282.7K |
| Capital Investment Counsel, LLC | $11.5M | 587,422 | 1.42% | 5q | HELD |
| Arax Advisory Partners | $11.4M | 581,366 | 0.08% | 3q | +4.5%+$492.8K |
| Kestra Advisory Services, LLC | $10.7M | 546,403 | 0.03% | 6q | +3.9%+$404.0K |
| Cambridge Investment Research Advisors, Inc. | $10.3M | 528,492 | 0.01% | 7q | +81.6%+$4.6M |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.3M | 525,636 | 0.16% | 5q | +7.6%+$723.5K |
| Integrated Wealth Concepts LLC | $9.4M | 478,665 | 0.06% | new | NEW |
| VestGen Advisors, LLC | $9.3M | 476,043 | 0.27% | 2q | +125.9%+$5.2M |
| UBS Group AG | $9.1M | 466,762 | 0.00% | 2q | +1728648.1%+$9.1M |
| JANE STREET GROUP, LLC | $9.0M | 461,311 | 0.00% | 7q | +2033.4%+$8.6M |
| Pathstone Holdings, LLC | $8.9M | 454,896 | 0.03% | 2q | +130.4%+$5.0M |
| Mach-1 Financial Group, LLC | $8.5M | 436,175 | 3.31% | 2q | -8.6%-$805.4K |
| Atlanta Consulting Group Advisors, LLC | $8.5M | 433,206 | 1.34% | new | NEW |
| Oxford Wealth Group, LLC | $8.3M | 426,643 | 3.73% | 2q | +21.4%+$1.5M |
| Steward Partners Investment Advisory, LLC | $8.0M | 410,930 | 0.04% | 5q | -0.6%-$48.6K |
| Cullen/Frost Bankers, Inc. | $8.0M | 410,588 | 0.08% | 3q | +25.9%+$1.7M |
| KINTRA WEALTH, LLC | $8.0M | 396,906 | 0.42% | 3q | -74.4%-$23.1M |
| Uniting Wealth Partners, LLC | $7.2M | 366,934 | 1.46% | 2q | +37.8%+$2.0M |
| TRUIST FINANCIAL CORP | $7.1M | 363,210 | 0.01% | new | NEW |
| Prairie Wealth Advisors, Inc. | $6.6M | none filed | 1.57% | new | NEW |
| Meridian Wealth Management, LLC | $6.6M | 337,010 | 0.20% | 5q | -0.6%-$38.7K |
| Dynamic Advisor Solutions LLC | $6.3M | 322,882 | 0.18% | 5q | +1.2%+$76.6K |
| HARBOUR INVESTMENTS, INC. | $6.1M | 310,509 | 0.08% | 6q | +7.2%+$408.2K |
| Chris Bulman Inc | $6.0M | 306,389 | 2.19% | 2q | +6.5%+$364.4K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $5.9M | 301,672 | 2.78% | 2q | -6.1%-$385.9K |
| Hobart Private Capital, LLC | $5.8M | 294,004 | 0.99% | new | NEW |
| Lakeridge Wealth Management LLC | $5.4M | 277,752 | 1.99% | new | NEW |
| Philip James Wealth Mangement, LLC | $5.1M | 262,053 | 0.58% | 7q | -7.2%-$395.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.9M | 251,253 | 0.00% | 5q | +50.5%+$1.7M |
| &PARTNERS | $4.8M | 246,807 | 0.02% | 2q | +2.2%+$102.7K |
| Brookstone Capital Management | $4.6M | 236,530 | 0.05% | 2q | +5.8%+$252.4K |
| Private Wealth Asset Management, LLC | $4.6M | 235,008 | 0.44% | 4q | +8.1%+$345.7K |
| Mutual Advisors, LLC | $4.6M | 234,758 | 0.09% | 5q | +0.6%+$29.2K |
| Centennial Wealth Advisory LLC | $4.4M | 227,057 | 0.96% | new | NEW |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $4.4M | 224,971 | 0.05% | 3q | +185.6%+$2.9M |
| MGO ONE SEVEN LLC | $4.1M | 211,179 | 0.07% | 3q | +7.1%+$272.6K |
| Commerce Advisors, LLC | $4.1M | 207,879 | 2.21% | 2q | +178.0%+$2.6M |
| LINCOLN CAPITAL CORP | $4.1M | 207,300 | 1.32% | 2q | +3.6%+$139.3K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $3.7M | 188,819 | 1.04% | new | NEW |
| Symphony Financial, Ltd. Co. | $3.5M | 180,024 | 0.38% | 5q | +25.6%+$709.0K |
| Farther Finance Advisors, LLC | $3.3M | 168,576 | 0.03% | 6q | -38.2%-$2.0M |
| First National Trust Co | $3.2M | 165,962 | 0.11% | 7q | +4.8%+$149.3K |
| Vise Technologies, Inc. | $3.0M | 154,899 | 0.03% | new | NEW |
| DAYMARK WEALTH PARTNERS, LLC | $3.0M | 153,932 | 0.07% | 5q | -4.5%-$140.5K |
| AlTi Global, Inc. | $3.0M | 153,701 | 0.06% | 3q | HELD |
| Blackhawk Capital Partners, LLC | $3.0M | 152,992 | 0.98% | 6q | +17.6%+$447.0K |
| INSPIRION WEALTH ADVISORS, LLC | $2.8M | 145,726 | 0.32% | 3q | HELD |
| Midwest Financial Group LLC | $2.7M | 139,583 | 0.96% | new | NEW |
| Sanctuary Advisors, LLC | $2.5M | 125,672 | 0.01% | 4q | +3.5%+$84.3K |
| WESPAC Advisors SoCal, LLC | $2.4M | 125,088 | 0.44% | 5q | -4.0%-$103.0K |
| LEIGH BALDWIN & CO., LLC | $2.4M | 123,828 | 1.31% | 2q | +23.5%+$461.1K |
| Boyer Financial Services, Inc. | $2.3M | 119,840 | 1.96% | 3q | +31.4%+$553.2K |
| Sound Portfolio Advisors, LLC | $2.3M | 118,168 | 1.64% | 2q | +709.4%+$2.0M |
| MML INVESTORS SERVICES, LLC | $2.1M | 109,666 | 0.00% | 4q | +8.1%+$159.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 109,593 | 0.00% | 4q | +551.1%+$1.8M |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 109,408 | 0.04% | 5q | +54.2%+$752.9K |
| Golden State Wealth Management, LLC | $2.1M | 107,368 | 0.19% | 7q | +1.2%+$25.7K |
| EASTERN BANK | $2.0M | 104,017 | 0.03% | 3q | HELD |
| Spire Wealth Management | $2.0M | 103,096 | 0.06% | 2q | +2.2%+$43.5K |
| Advyzon Investment Management, LLC | $2.0M | 101,266 | 0.14% | 7q | +10.6%+$190.2K |
| PSI Advisors, LLC | $1.9M | 96,735 | 0.44% | 2q | -0.8%-$14.4K |
| Legacy Capital Wealth Partners, LLC | $1.8M | 90,588 | 0.34% | 2q | +14.0%+$217.1K |
| Main Street Financial Solutions, LLC | $1.8M | 89,993 | 0.11% | 5q | +51.7%+$600.6K |
| Apollon Wealth Management, LLC | $1.6M | 82,092 | 0.02% | 5q | -2.2%-$36.3K |
| Foundations Investment Advisors, LLC | $1.5M | 78,879 | 0.02% | 2q | +8.4%+$119.7K |
| Fifth Third Securities, Inc. | $1.5M | 78,269 | 0.09% | 4q | +99.0%+$761.9K |
| Dakota Wealth Management | $1.5M | 76,107 | 0.03% | 2q | +131.1%+$844.9K |
| Advisor OS, LLC | $1.4M | 73,691 | 0.10% | 7q | +58.5%+$532.3K |
| JPMORGAN CHASE & CO | $1.4M | 73,182 | 0.00% | 2q | +147.4%+$843.7K |
| HBW ADVISORY SERVICES LLC | $1.4M | 72,000 | 0.13% | 5q | -3.5%-$51.6K |
| Equitable Holdings, Inc. | $1.4M | 71,885 | 0.01% | 2q | +141.5%+$824.4K |
| Legacy Wealth Managment, LLC/ID | $1.4M | 71,227 | 0.57% | 2q | -5.5%-$81.8K |
| Wealthcare Advisory Partners LLC | $1.4M | 70,863 | 0.03% | 4q | HELD |
Showing the largest 100 of 195 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 79 | $469.3M | 24,226,304 | 12 | 39 | 17 | 0.0% |
| Q2 2026 | 195 | $1.4B | 69,676,988 | 32 | 107 | 37 | 0.0% |
| Q1 2026 | 173 | $948.6M | 56,529,236 | 56 | 79 | 22 | 0.0% |
| Q4 2025 | 124 | $688.6M | 40,428,864 | 26 | 62 | 19 | 0.0% |
| Q3 2025 | 100 | $484.2M | 27,648,023 | 29 | 51 | 11 | 0.0% |
| Q2 2025 | 78 | $255.4M | 16,068,651 | 39 | 29 | 5 | 0.0% |
| Q1 2025 | 42 | $80.0M | 5,658,477 | 24 | 11 | 7 | 0.0% |
| Q4 2024 | 19 | $25.0M | 1,897,465 | 18 | 0 | 0 | 0.0% |