Among active 13F managers last quarter, 6 opened and 7 added, while 3 reduced; the largest holder to move was Procyon Advisors, LLC (−1.2%).
54 tracked 13F filers disclose a position in WCBR as of the latest SEC 13F filings, a combined $19.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 95K | $2.4M | ▲+42% Added · +28K sh | Q1 2026 | |
| 2 | Procyon Advisors, LLC | 86K | $3.1M | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 76K | $1.9M | ▼−60% Reduced · −113K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | 49K | $1.2M | ▼−95% Reduced · −1.0M sh | Q1 2026 | |
| 5 | Two Sigma Investments, LP | 48K | $1.2M | ▲+197% Added · +32K sh | Q1 2026 | |
| 6 | Citadel Advisors LLC | 35K | $1.3M | ▼−16% Reduced · −7K sh | Q2 2026 | |
| 7 | GTS Securities LLC | 23K | $572K | ▲New +23K sh | Q1 2026 | |
| 8 | Quadrature Capital Ltd | 20K | $733K | ▲+38% Added · +6K sh | Q2 2026 | |
| 9 | Bison Wealth, LLC | 20K | $764K | ▼−2.8% Reduced · −564 sh | Q2 2026 | |
| 10 | Creative Financial Designs Inc | 19K | $703K | ▲+19% Added · +3K sh | Q2 2026 | |
| 11 | Jane Street Group, LLC | 18K | $447K | ▼−51% Reduced · −19K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 17K | $416K | ▲+5.8% Added · +921 sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 16K | $396K | ▲+20% Added · +3K sh | Q1 2026 | |
| 14 | Raymond James Financial Inc | 15K | $363K | ▲+30% Added · +3K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | 13K | $468K | ▼−0.6% Reduced · −74 sh | Q2 2026 | |
| 16 | Elevate Capital Advisors, LLC | 11K | $400K | ▲New +11K sh | Q2 2026 | |
| 17 | Regal Investment Advisors LLC | 9K | $339K | ▲New +9K sh | Q2 2026 | |
| 18 | Halbert Hargrove Global Advisors, LLC | 9K | $215K | ▲+3.9% Added · +321 sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | 8K | $205K | ▲+0.2% Added · +19 sh | Q1 2026 | |
| 20 | Brown, Lisle/cummings, Inc. | 7K | $270K | —Held | Q2 2026 | |
| 21 | Kuhn & Co Investment Counsel | 7K | $252K | ▲Added Added · +7K sh | Q2 2026 | |
| 22 | Meridian Financial Advisors, LLC | 7K | $242K | ▲New +7K sh | Q2 2026 | |
| 23 | Atria Investments, Inc | 6K | $234K | ▲New +6K sh | Q2 2026 | |
| 24 | Smartleaf Asset Management LLC | 6K | $225K | —Held | Q2 2026 | |
| 25 | Oxinas Partners, LLC | 6K | $223K | ▲New +6K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in WCBR and 7 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 25 funds | $6.0B |
| Amazon.com IncAMZN | 25 funds | $5.0B |
| Microsoft CorpMSFT | 25 funds | $3.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 25 funds | $1.9B |
| Netflix IncNFLX | 25 funds | $868.4M |
| Apple IncAAPL | 24 funds | $5.7B |
| Broadcom IncAVGO | 24 funds | $2.3B |
| JPMorgan Chase & CoJPM | 24 funds | $2.3B |
| Tesla IncTSLA | 24 funds | $1.9B |
| Vanguard S&P 500 ETFVOO | 24 funds | $1.9B |
| Eli Lilly & CoLLY | 24 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 24 funds | $1.5B |
Ranked by how many of WCBR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WCBR.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 562 funds | $9.7B |
| QGRWmc | 148 funds | $1.9B |
| WTAImc | 148 funds | $217.0M |
| NTSXmc | 102 funds | $744.9M |
| WCLDFUND | 86 funds | $129.1M |
| USMFUS MULTIFACTOR ETF | 68 funds | $203.9M |
| GCCmc | 65 funds | $144.0M |
| GDEmc | 64 funds | $240.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WCBR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WCBR/capital-change-brief"
Use Arkolith's capital_change_brief for WCBR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WCBR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.