| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8M | 4.35M | New | Q1 2026 |
| 2 | VANGUARD FIDUCIARY TRUST CO | $457K | 698.4K | New | Q1 2026 |
| 3 | STATE STREET CORP | $277K | 423.0K | Added | Q1 2026 |
| 4 | PEAK6 LLC | $260K | 397.6K | New | Q1 2026 |
| 5 | ALPS ADVISORS INC | $140K | 213.4K | Added | Q1 2026 |
| 6 | PINNACLE ASSOCIATES LTD | $56K | 85.9K | Held | Q1 2026 |
| 7 | CITADEL ADVISORS LLC | $55K | 83.5K | Reduced | Q1 2026 |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $49K | 75.0K | New | Q1 2026 |
| 9 | GROUP ONE TRADING LLC | $35K | 53.6K | Reduced | Q1 2026 |
| 10 | REGIONS FINANCIAL CORP | $33K | 50.0K | Held | Q1 2026 |
| 11 | B. Metzler seel. Sohn & Co. AG | $24K | 37.0K | Held | Q1 2026 |
| 12 | STEPHENS INC /AR/ | $23K | 35.0K | Held | Q1 2026 |
| 13 | Aptus Capital Advisors, LLC | $20K | 30.5K | New | Q1 2026 |
| 14 | OpenArc Corporate Advisory, LLC | $19K | 29.5K | New | Q1 2026 |
| 15 | Kestra Advisory Services, LLC | $18K | 28.0K | Added | Q1 2026 |
| 16 | SBI Securities Co., Ltd. | $11K | 16.5K | Added | Q1 2026 |
| 17 | Waverly Advisors, LLC | $7K | 10.0K | Reduced | Q1 2026 |
| 18 | Ausdal Financial Partners, Inc. | $7K | 10.0K | New | Q1 2026 |
| 19 | MAI Capital Management | $3K | 5.0K | Held | Q1 2026 |
| 20 | NATIXIS | $645 | 1.0K | Held | Q1 2026 |
| 21 | CWM, LLC | $219 | 335 | Held | Q1 2026 |
| 22 | TD Waterhouse Canada Inc. | $138 | 213 | Reduced | Q1 2026 |
| 23 | IFP Advisors, Inc | $131 | 200 | New | Q1 2026 |
| 24 | Federation des caisses Desjardins du Quebec | $68 | 104 | Held | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | PAGLIARA TRACY D | Director | Sell (S) | 26.2K | $15K |
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 22 funds | $122.8B |
| Amazon Com IncAMZN | 22 funds | $88.8B |
| Alphabet AGOOGL | 22 funds | $71.3B |
| Broadcom LtdAVGO | 22 funds | $64.0B |
| Meta Platforms Inc AMETA | 22 funds | $55.4B |
| Tesla IncTSLA | 22 funds | $45.3B |
| JPMorgan Chase & CoJPM | 22 funds | $40.9B |
| Berkshire Hathaway Inc BBRK/B | 22 funds | $38.0B |
| Johnson & JohnsonJNJ | 22 funds | $35.5B |
| Eli Lilly & CoLLY | 22 funds | $34.9B |
| Chevron CorpCVX | 22 funds | $32.9B |
| Visa Inc AV | 22 funds | $27.1B |
Ranked by how many of WWR's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WWR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.