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Institutional Ownership · SEC Form 13F

Who owns WWJD


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

112
Institutional holders
10M
Shares held (tracked funds)

How tracked funds are positioned

72 tracked funds added shares of WWJD or opened a position while 32 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 7 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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

WWJD’s largest tracked holder by dollar value, Inspire Advisors, LLC, sizes it at 8.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in WWJD 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 2026-Q1 and 2026-Q2, across 112 tracked filers holding WWJD, 72 increased or opened the position and 32 reduced or closed it, by share count adjusted for splits; 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 WWJD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 7 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 14

  • EverSource Wealth Advisors, LLC$6M
  • Discipline Wealth Solutions, LLC$489K
  • Gambit Capital Management, LLC$399K
  • LITTLEJOHN FINANCIAL SERVICES, INC.$301K
  • Delta Investment Management, LLC$274K
  • PRINCIPAL SECURITIES, INC.$229K

Full exits 7

  • Atria Investments, Inc$2M
  • NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2M
  • STIFEL FINANCIAL CORP$1M
  • CITADEL ADVISORS LLC$677K
  • PFG Investments, LLC$299K
  • Root Financial Partners, LLC$32K

Largest adds

  • Inspire Advisors, LLC$14M
  • Simplicity Wealth,LLC$3M
  • LPL Financial LLC$3M
  • Inspire Investing, LLC$2M
  • SILVER OAK SECURITIES, INCORPORATED$847K
  • UNITED CAPITAL FINANCIAL ADVISORS, LLC$725K

Largest trims

  • Turning Point Benefit Group, Inc.$6M
  • JANE STREET GROUP, LLC$2M
  • CREATIVE FINANCIAL DESIGNS INC /ADV$2M
  • OneAscent Financial Services LLC$1M
  • WorthPointe, LLC$524K
  • Cornerstone Financial Management LLC$268K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Inspire Advisors, LLC added3,282,710$125M32.5%2026-Q2
OneAscent Financial Services LLC trimmed551,263$21M5.5%2026-Q2
Bare Financial Services, Inc added533,340$20M5.3%2026-Q2
PAX Financial Group, LLC added452,976$17M4.5%2026-Q2
Faithward Advisors, LLC trimmed441,139$17M4.4%2026-Q2
Inspire Investing, LLC added424,886$16M4.2%2026-Q2
LPL Financial LLC added361,204$14M3.6%2026-Q2
Fiduciary Alliance LLC added357,061$14M3.5%2026-Q2
Legacy Wealth Asset Management, LLC added292,460$11M2.9%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed272,496$10M2.7%2026-Q2
Turning Point Benefit Group, Inc. trimmed232,672$9M2.3%2026-Q2
SILVER OAK SECURITIES, INCORPORATED added176,048$7M1.7%2026-Q2
Sound Financial Strategies Group, LLC added170,928$7M1.7%2026-Q2
EverSource Wealth Advisors, LLC added163,517$6M1.6%2026-Q2
Focus Partners Wealth added131,891$5M1.3%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added126,413$5M1.2%2026-Q2
Simplicity Wealth,LLC added104,034$4M1.0%2026-Q2
World Investment Advisors91,361$3M0.9%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added89,773$3M0.9%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added89,038$3M0.9%2026-Q2
Frontier Asset Management, LLC trimmed87,244$3M0.9%2026-Q2
Kestra Advisory Services, LLC added83,615$3M0.8%2026-Q2
Plan A Wealth LLC added81,787$3M0.8%2026-Q2
Belpointe Asset Management LLC added75,467$3M0.7%2026-Q2
Range Financial Group LLC added70,029$3M0.7%2026-Q2
AE Wealth Management LLC added68,964$3M0.7%2026-Q2
Security Financial Services, INC. added66,957$3M0.7%2026-Q2
OSAIC HOLDINGS, INC. added58,884$2M0.6%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added58,863$2M0.6%2026-Q2
SageOak Financial, LLC added58,611$2M0.6%2026-Q2
WorthPointe, LLC trimmed57,920$2M0.6%2026-Q2
Strategic Equity Management added55,489$2M0.5%2026-Q2
Tulsa Wealth Advisors, INC added52,221$2M0.5%2026-Q2
LifeGuide Financial Advisors, LLC trimmed52,090$2M0.5%2026-Q2
TRUST POINT INC. trimmed48,231$2M0.5%2026-Q2
MONEYWISE, INC. added46,565$2M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed39,153$1M0.4%2026-Q2
Farther Finance Advisors, LLC added38,078$1M0.4%2026-Q2
Cetera Investment Advisers added36,504$1M0.4%2026-Q2
GTS SECURITIES LLC added36,252$1M0.4%2026-Q2
MOSAIC FAMILY WEALTH PARTNERS, LLC added32,924$1M0.3%2026-Q2
Whitaker-Myers Wealth Managers, LTD. added26,077$994K0.3%2026-Q2
Advisory Services Network, LLC added24,933$951K0.2%2026-Q2
JANE STREET GROUP, LLC trimmed21,996$839K0.2%2026-Q2
IFP Advisors, Inc added21,084$804K0.2%2026-Q2
Envestnet Portfolio Solutions, Inc. added20,851$795K0.2%2026-Q2
Schwallier Wealth Management LLC added20,803$793K0.2%2026-Q2
Optivise Advisory Services LLC trimmed19,820$756K0.2%2026-Q2
CARLSON FINANCIAL, INC. added17,267$658K0.2%2026-Q2
Keel Point, LLC added16,880$644K0.2%2026-Q2
Sanctuary Advisors, LLC trimmed16,109$614K0.2%2026-Q2
BENJAMIN EDWARDS INC added15,672$598K0.2%2026-Q2
Koss-Olinger Consulting, LLC14,446$551K0.1%2026-Q2
OneAscent Wealth Management LLC trimmed14,194$541K0.1%2026-Q2
Harvest Investment Services, LLC added13,981$533K0.1%2026-Q2
Sterling Investment Advisors, Ltd. trimmed13,100$500K0.1%2026-Q2
Mission Financial Group, LLC13,029$497K0.1%2026-Q2
Discipline Wealth Solutions, LLC new12,815$489K0.1%2026-Q2
Pinnacle Financial Partners, Inc. added12,081$461K0.1%2026-Q2
Hilltop Holdings Inc. added11,854$452K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added11,468$437K0.1%2026-Q2
Gambit Capital Management, LLC new10,472$399K0.1%2026-Q2
Bedel Financial Consulting, Inc. added9,517$363K0.1%2026-Q2
MML INVESTORS SERVICES, LLC added9,444$360K0.1%2026-Q2
Independent Advisor Alliance trimmed9,301$355K0.1%2026-Q2
HUB Investment Partners, LLC9,000$343K0.1%2026-Q2
LaSalle St. Investment Advisors, LLC added8,434$322K0.1%2026-Q2
Cornerstone Wealth Management, LLC added8,372$319K0.1%2026-Q2
Larry Mathis Financial Planning, LLC8,188$312K0.1%2026-Q2
HFG Wealth Management, LLC trimmed7,905$301K0.1%2026-Q2
LITTLEJOHN FINANCIAL SERVICES, INC. new7,899$301K0.1%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC added7,738$295K0.1%2026-Q2
Gateway Wealth Partners, LLC trimmed7,199$274K0.1%2026-Q2
Delta Investment Management, LLC new7,183$274K0.1%2026-Q2
Strategic Blueprint, LLC trimmed6,848$261K0.1%2026-Q2
Van Diest Capital, LLC added6,807$260K0.1%2026-Q2
GEM Asset Management, LLC6,091$232K0.1%2026-Q2
COURIER CAPITAL LLC6,007$229K0.1%2026-Q2
PRINCIPAL SECURITIES, INC. new5,995$229K0.1%2026-Q2
Allen Capital Group, LLC added5,748$219K0.1%2026-Q2
GWN SECURITIES INC.5,500$210K0.1%2026-Q2
Clear Creek Financial Management, LLC trimmed5,488$212K0.1%2026-Q2
Corient Private Wealth LP new5,381$205K0.1%2026-Q2
Continuum Advisory, LLC trimmed5,277$201K0.1%2026-Q2
Ameritas Investment Partners, Inc. trimmed5,023$192K0.0%2026-Q2
Rossby Financial, LCC trimmed4,548$173K0.0%2026-Q2
Geneos Wealth Management Inc. added4,474$171K0.0%2026-Q2
Cornerstone Financial Management LLC trimmed3,572$136K0.0%2026-Q2
Ameritas Advisory Services, LLC new2,734$104K0.0%2026-Q2
Steward Partners Investment Advisory, LLC new2,618$100K0.0%2026-Q2
AdvisorNet Financial, Inc added2,503$95K0.0%2026-Q2
IFG Advisory, LLC2,493$95K0.0%2026-Q2
Westside Investment Management, Inc.1,958$75K0.0%2026-Q2
SHP Wealth Management trimmed1,897$72K0.0%2026-Q2
Arax Advisory Partners added1,637$62K0.0%2026-Q2
MORGAN STANLEY trimmed1,485$57K0.0%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC new1,415$54K0.0%2026-Q2
ASSETMARK, INC added1,363$52K0.0%2026-Q2
N.E.W. Advisory Services LLC1,065$41K0.0%2026-Q2
FMR LLC added959$37K0.0%2026-Q2

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