Weitz Core Plus Bond ETF (WCPB)

CUSIP: 664925880 | NYSE | 29 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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New Perspectives, Inc3,209,993

23.6% of portfolio$77.7M

SMI Advisory Services, LLC881,541

3.4% of portfolio$21.4M

Clear Trail Advisors, LLC647,625

2.4% of portfolio$15.7M

PFW Advisors LLC352,818

2.5% of portfolio$8.5M

Stapp Wealth Management, Pllc322,748

10.1% of portfolio$7.8M

LexAurum Advisors, LLC273,939

0.7% of portfolio$6.6M

Farther Finance Advisors, LLC204,500

0.0% of portfolio$5.0M

Sigma Planning Corp139,428

0.1% of portfolio$3.4M

Rainier Family Wealth Inc109,735

1.4% of portfolio$2.7M

Laurel Wealth Planning LLC55,080

0.6% of portfolio$1.3M

Commonwealth Equity Services, LLC38,354

0.0% of portfolio$928.8K

M Holdings Securities, Inc.36,595

0.0% of portfolio$903

Toth Financial Advisory Corp32,173

0.1% of portfolio$779.1K

Morey & Quinn Wealth Partners, LLC30,832

0.5% of portfolio$746.6K

Trademark Financial Management, LLC25,068

0.2% of portfolio$607.0K

Aviso Wealth Management18,984

0.2% of portfolio$459.7K

Montag A & Associates Inc6,445

0.0% of portfolio$156.8K

Eastern Bank3,000

0.0% of portfolio$72.6K

Abound Wealth Management800

0.0% of portfolio$19.4K

				Style	Turnover	Location	Filed
New Perspectives, Inc	3,209,993	$77.7M	23.6%	ETF	Very Low	Tougaloo, MS	2026-10-14
SMI Advisory Services, LLC	881,541	$21.4M	3.4%	ETF	Medium	Columbus, IN	2026-10-13
Clear Trail Advisors, LLC	647,625	$15.7M	2.4%	Core	Low	Houston, TX	2026-10-20
PFW Advisors LLC	352,818	$8.5M	2.5%	Core	Low	Atlanta, GA	2026-10-07
Stapp Wealth Management, Pllc	322,748	$7.8M	10.1%	ETF	Medium	Olympia, WA	2026-10-15
LexAurum Advisors, LLC	273,939	$6.6M	0.7%	ETF	Low	Overland Park, KS	2026-10-19
Farther Finance Advisors, LLC	204,500	$5.0M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Sigma Planning Corp	139,428	$3.4M	0.1%	Growth	Medium	Ann Arbor, MI	2026-10-23
Rainier Family Wealth Inc	109,735	$2.7M	1.4%	Growth	Low	Tacoma, WA	2026-11-02
Laurel Wealth Planning LLC	55,080	$1.3M	0.6%	ETF	Low	Edina, MN	2026-11-02
Commonwealth Equity Services, LLC	38,354	$928.8K	0.0%	ETF	Low	Waltham, MA	2026-11-02
M Holdings Securities, Inc.	36,595	$903	0.0%	ETF	High	Portland, OR	2026-11-03
Toth Financial Advisory Corp	32,173	$779.1K	0.1%	Core	Low	Leesburg, VA	2026-10-08
Morey & Quinn Wealth Partners, LLC	30,832	$746.6K	0.5%	Core	Very Low	Omaha, NE	2026-10-28
Trademark Financial Management, LLC	25,068	$607.0K	0.2%	ETF	Medium	Bloomington, MN	2026-10-23
Aviso Wealth Management	18,984	$459.7K	0.2%	Growth	Low	Bellevue, WA	2026-11-04
Montag A & Associates Inc	6,445	$156.8K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Eastern Bank	3,000	$72.6K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Abound Wealth Management	800	$19.4K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26