Vault-13

FIRST TR EXCHANGE-TRADED FD WCMI

WCM INTL EQUITY · ETP · CUSIP 33733E732

194 institutional holders +21 vs Q1 2026
69,652,55869.7m shares reported held*
$1.4bnreported value*
31 new 113 added 38 reduced 11 sold out net bought ≈ $285.6m (+14.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($474.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q4 24: 20Q1 25: 43Q2 25: 79Q3 25: 100Q4 25: 124Q1 26: 173Q2 26: 194194Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202420
Q1 202543
Q2 202579
Q3 2025100
Q4 2025124
Q1 2026173
Q2 2026194

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 25: 35 bought or addedQ1 25: 8 cut or sold outQ1 25Q2 25: 67 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 80 bought or addedQ3 25: 17 cut or sold outQ3 25Q4 25: 93 bought or addedQ4 25: 24 cut or sold outQ4 25Q1 26: 136 bought or addedQ1 26: 30 cut or sold outQ1 26Q2 26: 144 bought or addedQ2 26: 49 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2025358
Q2 2025678
Q3 20258017
Q4 20259324
Q1 202613630
Q2 202614449

Biggest buyers

Composition Wealth, LLC New +4,270,879+4.3m
LPL Financial LLC Added +1,253,630+1.3m
RAYMOND JAMES FINANCIAL INC Added +1,106,136+1.1m
Private Advisor Group, LLC Added +857,041+857.0k
Fiduciary Trust Co Added +809,249+809.2k
MORGAN STANLEY Added +710,914+710.9k
Integrated Wealth Concepts LLC New +478,665+478.7k
UBS Group AG Added +466,735+466.7k
JANE STREET GROUP, LLC Added +439,688+439.7k
Atlanta Consulting Group Advisors, LLC New +433,206+433.2k

Biggest sellers

KINTRA WEALTH, LLC Reduced -1,153,284-1.2m
Independent Advisor Alliance Reduced -889,754-889.8k
Mariner, LLC Reduced -340,396-340.4k
Prospera Financial Services Inc Reduced -333,328-333.3k
Ascentis Independent Advisors Sold out -133,421-133.4k
Prism Advisors, Inc. Reduced -105,483-105.5k
Farther Finance Advisors, LLC Reduced -104,045-104.0k
ROYAL BANK OF CANADA Reduced -97,979-98.0k
NewEdge Wealth, LLC Reduced -74,519-74.5k
Mach-1 Financial Group, LLC Reduced -41,155-41.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Arax Advisory Partners 13G · institution new · filed 2025-02-06 13.4% new 609.8k≈ $11.9m 2025-02-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 7,296,4147.3m $142.8m $142.8m 0.03% Added +1.3m +1,253,630
2 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 4,768,3074.8m $93.3m $93.3m 0.03% Added +1.1m +1,106,136
3 Fiduciary Trust Co 0.96% of their portfolio Boston, MA 4,500,7814.5m $88.1m $88.1m 0.96% Added +809.2k +809,249
4 Composition Wealth, LLC 0.98% of their portfolio LOS ANGELES, CA 4,270,8794.3m $83.6m $83.6m 0.98% New
5 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,849,6212.8m $55.8m $55.8m 0.01% Added +111.9k +111,882
6 NewEdge Advisors, LLC 0.16% of their portfolio NEW ORLEANS, LA 2,712,2192.7m $53.1m $53.1m 0.16% Added +136.4k +136,361
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,347,0742.3m $45.9m $45.9m 0.01% Reduced -98.0k -97,979
8 Koshinski Asset Management, Inc. 2.11% of their portfolio DECATUR, IL 2,021,8272.0m $39.6m $39.6m 2.11% Added +133.3k +133,252
9 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 1,599,2241.6m $31.3m $31.3m 0.06% Added +150.8k +150,799
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,564,8021.6m $30.6m $30.6m 0.01% Added +230.2k +230,227
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 1,252,7931.3m $24.6m $24.6m 0.04% Added +380.7k +380,667
12 Ferguson Shapiro LLC 6.95% of their portfolio DECATUR, GA 1,200,7601.2m $23.5m $23.5m 6.95% Reduced -12.6k -12,643
13 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 1,176,0121.2m $23.0m $23.0m 0.04% Added +183.1k +183,050
14 Beaumont Financial Advisors, LLC 1.43% of their portfolio NEEDHAM, MA 1,146,8361.1m $22.4m $22.4m 1.43% Added +379.6k +379,576
15 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 1,112,7171.1m $21.8m $21.8m 0.02% Added +62.2k +62,171
16 Prism Advisors, Inc. 4.94% of their portfolio STUDIO CITY, CA 1,038,2921.0m $20.3m $20.3m 4.94% Reduced -105.5k -105,483
17 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 921,683921.7k $18.0m $18.0m 0.08% Added +857.0k +857,041
18 Commonwealth Financial Services, LLC 2.40% of their portfolio VIENNA, WV 911,280911.3k $17.8m $17.8m 2.40% Added +318.1k +318,142
19 NewEdge Wealth, LLC 0.17% of their portfolio STAMFORD, CT 845,808845.8k $16.6m $16.6m 0.17% Reduced -74.5k -74,519
20 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 838,741838.7k $16.4m $16.4m 0.01% Added +109.8k +109,816
21 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 829,630829.6k $16.2m $16.2m 0.02% Added +308.2k +308,162
22 Parallel Advisors, LLC 0.24% of their portfolio SAN FRANCISCO, CA 807,735807.7k $15.8m $15.8m 0.24% Added +63.1k +63,137
23 Berger Financial Group, Inc 0.79% of their portfolio PLYMOUTH, MN 785,432785.4k $15.4m $15.4m 0.79% Reduced -499 -499
24 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 758,477758.5k $14.8m $14.8m 0.01% Added +179.2k +179,183
25 Mariner, LLC 0.01% of their portfolio Overland Park, KS 714,658714.7k $14.0m $14.0m 0.01% Reduced -340.4k -340,396
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 711,557711.6k $13.9m $13.9m 0.00% Added +710.9k +710,914
27 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 669,758669.8k $13.1m $13.1m 0.02% Added +95.5k +95,505
28 IFP Advisors, Inc 0.22% of their portfolio TAMPA, FL 617,647617.6k $12.1m $12.1m 0.22% Added +14.4k +14,445
29 Capital Investment Counsel, LLC 1.42% of their portfolio DENVER, CO 587,422587.4k $11.5m $11.5m 1.42% Added +2.2k +2,243
30 Arax Advisory Partners 0.08% of their portfolio NEW YORK, NY 581,366581.4k $11.4m $11.4m 0.08% Added +25.2k +25,181
31 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 546,403546.4k $10.7m $10.7m 0.03% Added +20.6k +20,644
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 528,492528.5k $10.3m $10.3m 0.01% Added +237.4k +237,423
33 AXXCESS WEALTH MANAGEMENT, LLC 0.16% of their portfolio CARLSBAD, CA 525,636525.6k $10.3m $10.3m 0.16% Added +37.0k +36,968
34 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 478,665478.7k $9.4m $9.4m 0.05% New
35 VestGen Advisors, LLC 0.27% of their portfolio CHICAGO, IL 476,043476.0k $9.3m $9.3m 0.27% Added +265.3k +265,290
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 466,762466.8k $9.1m $9.1m 0.00% Added +466.7k +466,735
37 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 461,311461.3k $9.0m $9.0m 0.01% Added +439.7k +439,688
38 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 454,896454.9k $8.9m $8.9m 0.03% Added +257.4k +257,424
39 Mach-1 Financial Group, LLC 3.31% of their portfolio Rogers, AR 436,175436.2k $8.5m $8.5m 3.31% Reduced -41.2k -41,155
40 Atlanta Consulting Group Advisors, LLC 1.34% of their portfolio ATLANTA, GA 433,206433.2k $8.5m $8.5m 1.34% New
41 Oxford Wealth Group, LLC 3.73% of their portfolio ORLANDO, FL 426,643426.6k $8.3m $8.3m 3.73% Added +75.3k +75,282
42 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 410,930410.9k $8.0m $8.0m 0.04% Reduced -2.5k -2,483
43 Cullen/Frost Bankers, Inc. 0.08% of their portfolio San Antonio, TX 410,588410.6k $8.0m $8.0m 0.08% Added +84.6k +84,591
44 KINTRA WEALTH, LLC 0.42% of their portfolio WILLIAMSPORT, PA 396,906396.9k $8.0m $8.0m 0.42% Reduced -1.2m -1,153,284
45 Uniting Wealth Partners, LLC 1.46% of their portfolio DENVER, CO 366,934366.9k $7.2m $7.2m 1.46% Added +100.7k +100,670
46 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 363,210363.2k $7.1m $7.1m 0.01% New
47 Meridian Wealth Management, LLC 0.20% of their portfolio LEXINGTON, KY 337,010337.0k $6.6m $6.6m 0.20% Reduced -2.0k -1,975
48 Dynamic Advisor Solutions LLC 0.18% of their portfolio PHOENIX, AZ 322,882322.9k $6.3m $6.3m 0.18% Added +3.9k +3,915
49 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 310,509310.5k $6.1m $6.1m 0.08% Added +20.9k +20,861
50 Chris Bulman Inc 2.19% of their portfolio ROSEVILLE, CA 306,389306.4k $6.0m $6.0m 2.19% Added +18.6k +18,621
51 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2.78% of their portfolio LOUISVILLE, KY 301,672301.7k $5.9m $5.9m 2.78% Reduced -19.7k -19,719
52 Hobart Private Capital, LLC 0.99% of their portfolio CHARLOTTE, NC 294,004294.0k $5.8m $5.8m 0.99% New
53 Lakeridge Wealth Management LLC 1.99% of their portfolio MENTOR, OH 277,752277.8k $5.4m $5.4m 1.99% New
54 Philip James Wealth Mangement, LLC 0.58% of their portfolio MILTON, GA 262,053262.1k $5.1m $5.1m 0.58% Reduced -20.2k -20,219
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 251,253251.3k $4.9m $4.9m 0.00% Added +84.4k +84,356
56 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 246,807246.8k $4.8m $4.8m 0.02% Added +5.2k +5,249
57 Brookstone Capital Management 0.05% of their portfolio WHEATON, IL 236,530236.5k $4.6m $4.6m 0.05% Added +12.9k +12,896
58 Private Wealth Asset Management, LLC 0.44% of their portfolio OMAHA, NE 235,008235.0k $4.6m $4.6m 0.44% Added +17.6k +17,623
59 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 234,758234.8k $4.6m $4.6m 0.09% Added +1.5k +1,492
60 Centennial Wealth Advisory LLC 0.96% of their portfolio Traverse City, MI 227,057227.1k $4.4m $4.4m 0.96% New
61 FLPUTNAM INVESTMENT MANAGEMENT CO 0.05% of their portfolio PORTLAND, ME 224,971225.0k $4.4m $4.4m 0.05% Added +146.2k +146,188
62 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 211,179211.2k $4.1m $4.1m 0.07% Added +13.9k +13,931
63 Commerce Advisors, LLC 2.21% of their portfolio MEMPHIS, TN 207,879207.9k $4.1m $4.1m 2.21% Added +133.1k +133,092
64 LINCOLN CAPITAL CORP 1.32% of their portfolio EAST GREENWICH, RI 207,300207.3k $4.1m $4.1m 1.32% Added +7.1k +7,120
65 FSB PREMIER WEALTH MANAGEMENT, INC. 1.04% of their portfolio WATERLOO, IA 188,819188.8k $3.7m $3.7m 1.04% New
66 Symphony Financial, Ltd. Co. 0.38% of their portfolio HOUSTON, TX 180,024180.0k $3.5m $3.5m 0.38% Added +36.6k +36,643
67 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 168,576168.6k $3.3m $3.3m 0.03% Reduced -104.0k -104,045
68 First National Trust Co 0.11% of their portfolio Johnstown, PA 165,962166.0k $3.2m $3.2m 0.11% Added +7.6k +7,631
69 Vise Technologies, Inc. 0.03% of their portfolio NEW YORK, NY 154,899154.9k $3.0m $3.0m 0.03% New
70 DAYMARK WEALTH PARTNERS, LLC 0.07% of their portfolio CINCINNATI, OH 153,932153.9k $3.0m $3.0m 0.07% Reduced -7.2k -7,178
71 AlTi Global, Inc. 0.06% of their portfolio NEW YORK, NY 153,701153.7k $3.0m $3.0m 0.06% Added +330 +330
72 Blackhawk Capital Partners, LLC 0.98% of their portfolio THIENSVILLE, WI 152,992153.0k $3.0m $3.0m 0.98% Added +22.8k +22,842
73 INSPIRION WEALTH ADVISORS, LLC 0.32% of their portfolio LIBERTYVILLE, IL 145,726145.7k $2.8m $2.8m 0.32% Added +72 +72
74 Midwest Financial Group LLC 0.96% of their portfolio Overland Park, KS 139,583139.6k $2.7m $2.7m 0.96% New
75 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 125,672125.7k $2.5m $2.5m 0.01% Added +4.3k +4,306
76 WESPAC Advisors SoCal, LLC 0.44% of their portfolio Pasadena, CA 125,088125.1k $2.4m $2.4m 0.44% Reduced -5.3k -5,264
77 LEIGH BALDWIN & CO., LLC 1.31% of their portfolio CAZENOVIA, NY 123,828123.8k $2.4m $2.4m 1.31% Added +23.6k +23,563
78 Boyer Financial Services, Inc. 1.96% of their portfolio NEWPORT BEACH, CA 119,840119.8k $2.3m $2.3m 1.96% Added +28.6k +28,604
79 Sound Portfolio Advisors, LLC 1.64% of their portfolio MYSTIC, CT 118,168118.2k $2.3m $2.3m 1.64% Added +103.6k +103,568
80 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 109,666109.7k $2.1m $2.1m 0.00% Added +8.2k +8,172
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 109,593109.6k $2.1m $2.1m 0.00% Added +92.8k +92,761
82 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 109,408109.4k $2.1m $2.1m 0.04% Added +38.5k +38,471
83 Golden State Wealth Management, LLC 0.19% of their portfolio SANTA ANA, CA 107,368107.4k $2.1m $2.1m 0.19% Added +1.3k +1,312
84 EASTERN BANK 0.03% of their portfolio BOSTON, MA 104,017104.0k $2.0m $2.0m 0.03% Unchanged
85 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 103,096103.1k $2.0m $2.0m 0.06% Added +2.2k +2,222
86 Advyzon Investment Management, LLC 0.14% of their portfolio LISLE, IL 101,266101.3k $2.0m $2.0m 0.14% Added +9.7k +9,717
87 PSI Advisors, LLC 0.44% of their portfolio TAMPA, FL 96,73596.7k $1.9m $1.9m 0.44% Reduced -735 -735
88 Legacy Capital Wealth Partners, LLC 0.34% of their portfolio LITTLE ROCK, AR 90,58890.6k $1.8m $1.8m 0.34% Added +11.1k +11,091
89 Main Street Financial Solutions, LLC 0.11% of their portfolio NEWTOWN, PA 89,99390.0k $1.8m $1.8m 0.11% Added +30.7k +30,688
90 Coppell Advisory Solutions LLC 0.04% of their portfolio COPPELL, TX 83,30983.3k $429.0k $429.0k 0.04% New
91 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 82,09282.1k $1.6m $1.6m 0.02% Reduced -1.9k -1,857
92 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 78,87978.9k $1.5m $1.5m 0.02% Added +6.1k +6,114
93 Fifth Third Securities, Inc. 0.09% of their portfolio Cincinnati, OH 78,26978.3k $1.5m $1.5m 0.09% Added +38.9k +38,931
94 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 76,10776.1k $1.5m $1.5m 0.03% Added +43.2k +43,171
95 Advisor OS, LLC 0.10% of their portfolio CHICAGO, IL 73,69173.7k $1.4m $1.4m 0.10% Added +27.2k +27,202
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 73,18273.2k $1.4m $1.4m 0.00% Added +43.6k +43,603
97 HBW ADVISORY SERVICES LLC 0.13% of their portfolio SIMI VALLEY, CA 72,00072.0k $1.4m $1.4m 0.13% Reduced -2.6k -2,639
98 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 71,88571.9k $1.4m $1.4m 0.01% Added +42.1k +42,124
99 Legacy Wealth Managment, LLC/ID 0.57% of their portfolio BOISE, ID 71,22771.2k $1.4m $1.4m 0.57% Reduced -4.2k -4,178
100 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 70,86370.9k $1.4m $1.4m 0.03% Added +113 +113