Weitz Core Plus Bond ETF (WCPB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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New Perspectives, Inc

INCREASED

Shares3,209,993 from 3,091,982

Change+118,011 (+4%)

Value$77.7M (-$651.8K)

Filed 2026-10-14

SMI Advisory Services, LLC

INCREASED

Shares881,541 from 845,239

Change+36,302 (+4%)

Value$21.4M (-$19.4K)

Filed 2026-10-13

Clear Trail Advisors, LLC

INCREASED

Shares647,625 from 643,407

Change+4,218 (+1%)

Value$15.7M (-$628.1K)

Filed 2026-10-20

PFW Advisors LLC

INCREASED

Shares352,818 from 342,791

Change+10,027 (+3%)

Value$8.5M (-$146.3K)

Filed 2026-10-07

Stapp Wealth Management, Pllc

DECREASED

Shares322,748 from 324,040

Change-1,292 (0%)

Value$7.8M (-$399.1K)

Filed 2026-10-15

LexAurum Advisors, LLC

INCREASED

Shares273,939 from 252,249

Change+21,690 (+9%)

Value$6.6M (+$238.9K)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares204,500 from 185,776

Change+18,724 (+10%)

Value$5.0M (+$242.5K)

Filed 2026-10-08

Sigma Planning Corp

INCREASED

Shares139,428 from 120,884

Change+18,544 (+15%)

Value$3.4M (+$311.8K)

Filed 2026-10-23

Rainier Family Wealth Inc

INCREASED

Shares109,735 from 90,298

Change+19,437 (+22%)

Value$2.7M (+$368.2K)

Filed 2026-11-02

Laurel Wealth Planning LLC

NEW

Shares55,080

Change+55,080

Value$1.3M

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares38,354 from 14,792

Change+23,562 (+159%)

Value$928.8K (+$553.8K)

Filed 2026-11-02

M Holdings Securities, Inc.

NEW

Shares36,595

Change+36,595

Value$903

Filed 2026-11-03

Toth Financial Advisory Corp

INCREASED

Shares32,173 from 22,795

Change+9,378 (+41%)

Value$779.1K (+$201.2K)

Filed 2026-10-08

Morey & Quinn Wealth Partners, LLC

INCREASED

Shares30,832 from 16,619

Change+14,213 (+86%)

Value$746.6K (+$325.3K)

Filed 2026-10-28

Trademark Financial Management, LLC

INCREASED

Shares25,068 from 18,507

Change+6,561 (+35%)

Value$607.0K (+$137.9K)

Filed 2026-10-23

Aviso Wealth Management

INCREASED

Shares18,984 from 13,238

Change+5,746 (+43%)

Value$459.7K (+$124.1K)

Filed 2026-11-04

Montag A & Associates Inc

NEW

Shares6,445

Change+6,445

Value$156.8K

Filed 2026-10-29

Eastern Bank

INCREASED

Shares3,000 from 2,000

Change+1,000 (+50%)

Value$72.6K (+$21.9K)

Filed 2026-10-05

Abound Wealth Management

NEW

Shares800

Change+800

Value$19.4K

Filed 2026-10-26

Integrated Wealth Concepts LLC

N/A

Shares— from 205,416

Change-205,416 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 124,381

Change-124,381 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 106,048

Change-106,048 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 54,575

Change-54,575 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 20,906

Change-20,906 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 12,057

Change-12,057 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 11,760

Change-11,760 (-100%)

Value—

UBS Group AG

N/A

Shares— from 814

Change-814 (-100%)

Value—

	Status
New Perspectives, Inc	INCREASED	3,209,993	3,091,982	+118,011	+4%	$78.4M	$77.7M	-$651.8K	2026-10-14
SMI Advisory Services, LLC	INCREASED	881,541	845,239	+36,302	+4%	$21.4M	$21.4M	-$19.4K	2026-10-13
Clear Trail Advisors, LLC	INCREASED	647,625	643,407	+4,218	+1%	$16.3M	$15.7M	-$628.1K	2026-10-20
PFW Advisors LLC	INCREASED	352,818	342,791	+10,027	+3%	$8.7M	$8.5M	-$146.3K	2026-10-07
Stapp Wealth Management, Pllc	DECREASED	322,748	324,040	-1,292	0%	$8.2M	$7.8M	-$399.1K	2026-10-15
LexAurum Advisors, LLC	INCREASED	273,939	252,249	+21,690	+9%	$6.4M	$6.6M	+$238.9K	2026-10-19
Farther Finance Advisors, LLC	INCREASED	204,500	185,776	+18,724	+10%	$4.7M	$5.0M	+$242.5K	2026-10-08
Sigma Planning Corp	INCREASED	139,428	120,884	+18,544	+15%	$3.1M	$3.4M	+$311.8K	2026-10-23
Rainier Family Wealth Inc	INCREASED	109,735	90,298	+19,437	+22%	$2.3M	$2.7M	+$368.2K	2026-11-02
Laurel Wealth Planning LLC	NEW	55,080	—	+55,080	—	—	$1.3M	—	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	38,354	14,792	+23,562	+159%	$375.0K	$928.8K	+$553.8K	2026-11-02
M Holdings Securities, Inc.	NEW	36,595	—	+36,595	—	—	$903	—	2026-11-03
Toth Financial Advisory Corp	INCREASED	32,173	22,795	+9,378	+41%	$577.8K	$779.1K	+$201.2K	2026-10-08
Morey & Quinn Wealth Partners, LLC	INCREASED	30,832	16,619	+14,213	+86%	$421.3K	$746.6K	+$325.3K	2026-10-28
Trademark Financial Management, LLC	INCREASED	25,068	18,507	+6,561	+35%	$469.2K	$607.0K	+$137.9K	2026-10-23
Aviso Wealth Management	INCREASED	18,984	13,238	+5,746	+43%	$335.6K	$459.7K	+$124.1K	2026-11-04
Montag A & Associates Inc	NEW	6,445	—	+6,445	—	—	$156.8K	—	2026-10-29
Eastern Bank	INCREASED	3,000	2,000	+1,000	+50%	$50.7K	$72.6K	+$21.9K	2026-10-05
Abound Wealth Management	NEW	800	—	+800	—	—	$19.4K	—	2026-10-26
Integrated Wealth Concepts LLC	N/A	—	205,416	-205,416	-100%	$5.2M	—	—	—
HighTower Advisors, LLC	N/A	—	124,381	-124,381	-100%	$3.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	106,048	-106,048	-100%	$2.7M	—	—	—
Global Retirement Partners, LLC	N/A	—	54,575	-54,575	-100%	$1.4M	—	—	—
Citadel Advisors LLC	N/A	—	20,906	-20,906	-100%	$530.0K	—	—	—
Brookwood Investment Group LLC	N/A	—	12,057	-12,057	-100%	$305.6K	—	—	—
Flow Traders U.S. LLC	N/A	—	11,760	-11,760	-100%	$298	—	—	—
UBS Group AG	N/A	—	814	-814	-100%	$20.6K	—	—	—

Showing 27 of 27 institutions