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Wstwd SAL Enhnc Engy INM ETF (WEEI)

CUSIP: 90386K571 | NYSE | 23 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC582,090
0.0% of portfolio›$14.1M
Wealthcare Advisory Partners LLC17,744
0.0% of portfolio›$429.3K
Chapin Davis, Inc.16,000
0.1% of portfolio›$387.1K
Private Advisor Group, LLC15,957
0.0% of portfolio›$386.1K
Nottingham Advisors, Inc.15,738
0.0% of portfolio›$385.5K
Cambridge Investment Research Advisors, Inc.10,232
0.0% of portfolio›$248
Commonwealth Equity Services, LLC9,025
0.0% of portfolio›$218.4K
Founders Financial Alliance, LLC6,944
0.0% of portfolio›$168.0K
UMB Bank, n.a.2,000
0.0% of portfolio›$48.4K
City State Bank200
0.0% of portfolio›$4.8K
IFS Advisors, LLC100
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
LPL Financial LLC
582,090$14.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Wealthcare Advisory Partners LLC
17,744$429.3K0.0%ETFLowWest Chester, PA2026-10-21
Chapin Davis, Inc.
16,000$387.1K0.1%GrowthHighBaltimore, MD2026-10-09
Private Advisor Group, LLC
15,957$386.1K0.0%ETFMediumMorristown, NJ2026-11-10
Nottingham Advisors, Inc.
15,738$385.5K0.0%ETFLowAmherst, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
10,232$2480.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
9,025$218.4K0.0%ETFLowWaltham, MA2026-11-02
Founders Financial Alliance, LLC
6,944$168.0K0.0%CoreLowRaleigh, NC2026-11-10
UMB Bank, n.a.
2,000$48.4K0.0%CoreLowKansas City, MO2026-11-06
City State Bank
200$4.8K0.0%CoreVery LowNorwalk, IA2026-10-20
IFS Advisors, LLC
100$2.4K0.0%ETFLowOverland Park, KS2026-10-14