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Institutional Ownership · SEC Form 13F

Who owns WCBR (WCBR)


Which tracked institutional funds hold WCBR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WCBR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

48
Institutional holders
709,747
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened WCBR while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WCBR’s largest tracked holder by dollar value, Smith Anglin Financial, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in WCBR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 48 tracked filers holding WCBR, 19 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WCBR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • GTS SECURITIES LLC$572K

Full exits 3

  • NWAM LLC$828K
  • NewEdge Advisors, LLC$791K
  • FLOW TRADERS U.S. LLC$517K

Largest adds

  • TWO SIGMA INVESTMENTS, LP$753K
  • BANK OF AMERICA CORP /DE/$503K
  • CITADEL ADVISORS LLC$300K

Largest trims

  • HighTower Advisors, LLC$28M
  • LPL Financial LLC$3M
  • Sunbelt Securities, Inc.$777K
  • Procyon Advisors, LLC$591K
  • JANE STREET GROUP, LLC$569K
  • Grange Capital, LLC$272K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added94,879$2M4.3%2026-Q1
Procyon Advisors, LLC trimmed86,744$2M3.9%2026-Q1
LPL Financial LLC trimmed76,085$2M3.5%2026-Q1
Sunbelt Securities, Inc. trimmed56,747$1M2.6%2026-Q1
Grange Capital, LLC trimmed54,244$1M2.5%2026-Q1
HighTower Advisors, LLC trimmed48,752$1M2.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added48,400$1M2.2%2026-Q1
CITADEL ADVISORS LLC added42,071$1M1.9%2026-Q1
Bison Wealth, LLC20,409$595K1.1%2026-Q1
GTS SECURITIES LLC added22,925$572K1.0%2026-Q1
JANE STREET GROUP, LLC trimmed17,938$447K0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added16,691$416K0.8%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added16,343$408K0.7%2026-Q1
Cetera Investment Advisers added15,886$396K0.7%2026-Q1
Quadrature Capital Ltd new14,721$367K0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added14,549$363K0.7%2026-Q1
Summit Financial, LLC trimmed13,005$324K0.6%2026-Q1
HALBERT HARGROVE GLOBAL ADVISORS, LLC added8,610$215K0.4%2026-Q1
Rockefeller Capital Management L.P. added8,203$205K0.4%2026-Q1
BROWN, LISLE/CUMMINGS, INC.7,450$186K0.3%2026-Q1
Smartleaf Asset Management LLC added6,393$154K0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed5,811$145K0.3%2026-Q1
SIGNATUREFD, LLC2,700$67K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,800$45K0.1%2026-Q1
IFP Advisors, Inc1,654$41K0.1%2026-Q1
BOKF, NA1,000$25K0.0%2026-Q1
Parallel Advisors, LLC991$25K0.0%2026-Q1
TopTier Wealth Management, LLC new858$21K0.0%2026-Q1
Cedar Mountain Advisors, LLC500$12K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC400$10K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. new370$9K0.0%2026-Q1
NBC SECURITIES, INC.313$8K0.0%2026-Q1
Ares Financial Consulting, LLC304$8K0.0%2026-Q1
Farther Finance Advisors, LLC added294$7K0.0%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT285$7K0.0%2026-Q1
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$6K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added215$5K0.0%2026-Q1
FMR LLC trimmed214$5K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.202$5K0.0%2026-Q1
MORGAN STANLEY101$3K0.0%2026-Q1
Steward Partners Investment Advisory, LLC trimmed100$2K0.0%2026-Q1
Aventura Private Wealth, LLC100$2K0.0%2026-Q1
CWM, LLC98$2K0.0%2026-Q1
UBS Group AG trimmed89$2K0.0%2026-Q1
Federation des caisses Desjardins du Quebec50$1K0.0%2026-Q1
BANK OF MONTREAL /CAN/47$1K0.0%2026-Q1
Strategic Wealth Partners, Ltd.4$1000.0%2026-Q1
SIMPLEX TRADING, LLC new2$490.0%2026-Q1
Smith Anglin Financial, LLC trimmed1,011,972$32M58.7%2025-Q2 stale
NWAM LLC added29,702$828K1.5%2025-Q4 stale
NewEdge Advisors, LLC28,415$791K1.4%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed18,578$517K0.9%2025-Q4 stale
Cambridge Investment Research Advisors, Inc. added17,417$472K0.9%2025-Q1 stale
OLD MISSION CAPITAL LLC trimmed10,714$290K0.5%2025-Q1 stale
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed8,000$255K0.5%2025-Q2 stale
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,878$251K0.5%2025-Q2 stale
INDEPENDENT FINANCIAL GROUP, LLC trimmed8,342$232K0.4%2025-Q4 stale
Kuhn & Co Investment Counsel new6,952$218K0.4%2025-Q3 stale
Atria Investments, Inc new6,837$215K0.4%2025-Q3 stale
Demars Financial Group, LLC added6,652$209K0.4%2025-Q3 stale
CALTON & ASSOCIATES, INC. new7,400$206K0.4%2025-Q4 stale
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC7,550$205K0.4%2025-Q1 stale
Bogart Wealth, LLC6,127$171K0.3%2025-Q4 stale
Rise Advisors, LLC1,602$50K0.1%2025-Q3 stale
Boreal Capital Management LLC335$9K0.0%2025-Q4 stale
CAROLINAS WEALTH CONSULTING LLC trimmed179$5K0.0%2025-Q1 stale
ROYAL BANK OF CANADA trimmed100$3K0.0%2025-Q3 stale
Concord Wealth Partners50$1K0.0%2025-Q4 stale
AE Wealth Management LLC new16$4460.0%2025-Q4 stale
JPMORGAN CHASE & CO trimmed5$1390.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership