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Security record · archived quarter

WCMI

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
23Tracked holders
+1Δ holders
18.95MShares held
$323.12MReported value
+1New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.5% · share flow +3.1% · net new positions +4.3% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 1.39M $26.15M n/a n/a
Q2 2026 28 +1 27.83M $544.70M +4 −4
Q1 2026 29 +6 24.62M $412.97M +7 −1
Q4 2025 23 +1 18.95M $323.12M +1 n/a
Q3 2025 1 0 642.25K $10.83M n/a n/a
Q2 2025 1 0 43.90K $698,449 n/a n/a
Q1 2025 1 +1 51.41K $726,881 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 3.64M n/a $61.97M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 3.24M n/a $55.04M 0.0% n/c 1 SEC ↗ ×3
3 Bank of New York Mellon Corp 2.45M n/a $41.71M 0.0% n/c 1 SEC ↗ ×3
4 Cwm, Llc 1.35M n/a $23.03M 0.1% n/c 1 SEC ↗
5 Wealth Enhancement Advisory… 1.18M n/a $20.89M 0.0% n/c 1 SEC ↗
6 Citadel Advisors ✦ 1.20M +86.2% $20.34M 0.0% ▲ Add 4 SEC ↗
7 Royal Bank Of Canada 1.16M n/a $19.70M 0.0% n/c 1 SEC ↗
8 Rockefeller Capital Management L.P. 702.11K n/a $11.94M 0.0% n/c 1 SEC ↗ ×4
9 HighTower Advisors, LLC 626.72K n/a $10.66M 0.0% n/c 1 SEC ↗
10 Stifel Financial Corp 625.74K n/a $10.64M 0.0% n/c 1 SEC ↗
11 Mariner, LLC 601.02K n/a $10.22M 0.0% n/c 1 SEC ↗
12 Cetera Investment Advisers 597.98K n/a $10.17M 0.0% n/c 1 SEC ↗
13 Commonwealth Equity Services, Llc 557.32K n/a $9.48M 0.0% n/c 1 SEC ↗
14 Osaic Holdings, Inc. 346.91K n/a $5.90M 0.0% n/c 1 SEC ↗ ×3
15 Envestnet Asset Management Inc 295.47K n/a $5.03M 0.0% n/c 1 SEC ↗
16 Jane Street Group, Llc 121.57K n/a $2.07M 0.0% n/c 1 SEC ↗
17 Susquehanna International Group, Llp 115.44K n/a $1.96M 0.0% n/c 1 SEC ↗
18 Captrust Financial Advisors 48.25K n/a $820,664 0.0% n/c 1 SEC ↗
19 Mml Investors Services, Llc 37.57K n/a $639,094 0.0% n/c 1 SEC ↗
20 Lido Advisors, LLC 22.86K n/a $388,916 0.0% n/c 1 SEC ↗
21 Wells Fargo & Company/Mn 14.53K n/a $247,172 0.0% n/c 1 SEC ↗
22 D. E. Shaw & Co. ✦ 12.65K New $215,211 0.0% New 1 SEC ↗
23 Northwestern Mutual Wealth… 2.14K n/a $36,401 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $215,211 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 171 holders, 54.93M shares, $899.77M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API