Who owns WTV (WTV)
Which tracked institutional funds hold WTV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTV 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.
How the tape is positioned
The tracked-fund tape on WTV is one-sided between 2025-Q4 and 2026-Q1: 70 added or opened and 20 trimmed or exited — on balance accumulating.
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
WTV’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes WTV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WTV 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 217 tracked filers holding WTV, 144 increased or opened the position and 66 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 WTV 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 8
- Independent Advisor Alliance$25M
- COLUMBIA ADVISORY PARTNERS LLC$6M
- Strategic Financial Concepts, LLC$2M
- NATIXIS ADVISORS, LLC$1M
- Zhang Financial LLC$838K
- FIFTH THIRD BANCORP$718K
Full exits 6
- AXXCESS WEALTH MANAGEMENT, LLC$11M
- Insight Advisors, LLC/ PA$8M
- Global Retirement Partners, LLC$8M
- IFG Advisory, LLC$5M
- Bowman & Co S.C.$3M
- Diversify Advisory Services, LLC$657K
Largest adds
- LPL Financial LLC$96M
- MORGAN STANLEY$30M
- RAYMOND JAMES FINANCIAL INC$26M
- OSAIC HOLDINGS, INC.$18M
- Mariner, LLC$15M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11M
- Concurrent Investment Advisors, LLC$4M
- MML INVESTORS SERVICES, LLC$3M
- Onyx Bridge Wealth Group LLC$3M
- Keating Financial Advisory Services, Inc.$2M
- Lido Advisors, LLC$2M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 3,536,335 | $335M | 16.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,986,281 | $188M | 9.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,746,280 | $165M | 7.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,614,340 | $153M | 7.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,424,059 | $135M | 6.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,242,810 | $118M | 5.7% | 2026-Q1 |
| Cetera Investment Advisers added | 525,408 | $50M | 2.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 424,918 | $40M | 1.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 352,839 | $33M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 315,673 | $30M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 308,847 | $29M | 1.4% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 284,102 | $27M | 1.3% | 2026-Q1 |
| Mariner, LLC added | 282,605 | $27M | 1.3% | 2026-Q1 |
| Independent Advisor Alliance added | 260,832 | $25M | 1.2% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 254,257 | $24M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 237,958 | $23M | 1.1% | 2026-Q1 |
| Anderson Financial Strategies, LLC trimmed | 221,408 | $22M | 1.1% | 2026-Q1 |
| Legacy Financial Advisors, Inc. added | 225,627 | $21M | 1.0% | 2026-Q1 |
| Systelligence, LLC added | 221,641 | $21M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 220,375 | $21M | 1.0% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 204,293 | $19M | 0.9% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 197,770 | $19M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 196,567 | $19M | 0.9% | 2026-Q1 |
| Prism Advisors, Inc. trimmed | 184,607 | $17M | 0.8% | 2026-Q1 |
| TRUST CO OF TOLEDO NA /OH/ added | 168,051 | $16M | 0.8% | 2026-Q1 |
| Ameritas Investment Partners, Inc. trimmed | 164,860 | $16M | 0.7% | 2026-Q1 |
| Venture Visionary Partners LLC added | 164,229 | $16M | 0.7% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 151,627 | $14M | 0.7% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 142,032 | $14M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 147,976 | $14M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 144,084 | $13M | 0.6% | 2026-Q1 |
| 626 Financial, LLC added | 139,971 | $13M | 0.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 139,486 | $13M | 0.6% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 119,177 | $12M | 0.6% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 112,212 | $11M | 0.5% | 2026-Q1 |
| Team Financial Group, LLC added | 103,213 | $10M | 0.5% | 2026-Q1 |
| CERTUITY, LLC added | 92,290 | $9M | 0.4% | 2026-Q1 |
| Retirement Management Systems Inc. added | 90,429 | $9M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 88,880 | $8M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 87,917 | $8M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 84,763 | $8M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 80,390 | $8M | 0.4% | 2026-Q1 |
| Ruggaard & Associates LLC added | 80,071 | $8M | 0.4% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 72,466 | $7M | 0.3% | 2026-Q1 |
| Leslie Global Wealth, LLC trimmed | 68,577 | $6M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 65,123 | $6M | 0.3% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC new | 64,791 | $6M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 62,519 | $6M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 59,501 | $6M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 57,220 | $5M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 54,724 | $5M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 53,506 | $5M | 0.2% | 2026-Q1 |
| CEERA INVESTMENTS, LLC trimmed | 51,698 | $5M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 51,778 | $5M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 48,789 | $5M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 45,563 | $4M | 0.2% | 2026-Q1 |
| Nilsine Partners, LLC added | 43,947 | $4M | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. added | 40,978 | $4M | 0.2% | 2026-Q1 |
| PMG Wealth Management, Inc. added | 40,162 | $4M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 8,471 | $4M | 0.2% | 2026-Q1 |
| OPTIMA CAPITAL LLC added | 38,194 | $4M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 36,953 | $4M | 0.2% | 2026-Q1 |
| Vericrest Private Wealth added | 35,283 | $3M | 0.2% | 2026-Q1 |
| Bay Capital Advisors, LLC added | 34,536 | $3M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 32,596 | $3M | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 31,322 | $3M | 0.1% | 2026-Q1 |
| Santori & Peters, Inc. added | 29,901 | $3M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 29,880 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,759 | $3M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 28,767 | $3M | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 28,266 | $3M | 0.1% | 2026-Q1 |
| Cooper Financial Group trimmed | 28,151 | $3M | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 26,415 | $3M | 0.1% | 2026-Q1 |
| Powers Advisory Group, LLC added | 25,744 | $2M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 25,273 | $2M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS added | 22,226 | $2M | 0.1% | 2026-Q1 |
| Advisor Resource Council added | 22,108 | $2M | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 22,097 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 21,872 | $2M | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 20,708 | $2M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 20,480 | $2M | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 20,095 | $2M | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 20,173 | $2M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 18,868 | $2M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 18,806 | $2M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 18,647 | $2M | 0.1% | 2026-Q1 |
| Alchemi Wealth, LLC added | 18,123 | $2M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 18,006 | $2M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 17,820 | $2M | 0.1% | 2026-Q1 |
| Smith Anglin Financial, LLC new | 1,112,973 | $96M | 4.6% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 119,111 | $11M | 0.5% | 2025-Q4 stale |
| Insight Advisors, LLC/ PA added | 86,556 | $8M | 0.4% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 84,724 | $8M | 0.4% | 2025-Q4 stale |
| IFG Advisory, LLC added | 54,910 | $5M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 54,302 | $4M | 0.2% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 45,368 | $4M | 0.2% | 2025-Q1 stale |
| Bowman & Co S.C. added | 36,054 | $3M | 0.2% | 2025-Q4 stale |
| Crossmark Global Holdings, Inc. | 25,924 | $2M | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 25,351 | $2M | 0.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 19,867 | $2M | 0.1% | 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.
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.