Institutional Holders (2026 Q1)
170 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WCMI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ferguson Shapiro LLC | 6.20% | 1,213,403 | $20.3M |
| 2 | Prism Advisors, Inc. | 5.12% | 1,143,775 | $19.2M |
| 3 | Oxford Wealth Group, LLC | 3.22% | 351,361 | $5.9M |
| 4 | Mach-1 Financial Group, LLC | 2.82% | 477,330 | $8.0M |
| 5 | Legacy Financial Independent Advisors LLC | 2.80% | 321,391 | $5.4M |
| 6 | Chris Bulman Inc | 2.11% | 287,768 | $4.8M |
| 7 | Koshinski Asset Management, Inc. | 1.97% | 1,888,575 | $31.7M |
| 8 | Kintra Wealth, LLC | 1.84% | 1,550,190 | $26.0M |
| 9 | Boyer Financial Services, Inc. | 1.62% | 91,236 | $1.5M |
| 10 | Commonwealth Financial Services, LLC | 1.57% | 593,138 | $9.9M |
| 11 | Capital Investment Counsel, LLC | 1.34% | 585,179 | $9.8M |
| 12 | Lincoln Capital Corp | 1.24% | 200,180 | $3.4M |
| 13 | NewEdge Advisors, LLC | 1.21% | 1,079,097 | $26.2M |
| 14 | Leigh Baldwin & CO., LLC | 1.09% | 100,265 | $1.7M |
| 15 | Commerce Advisors, LLC | 1.05% | 74,787 | $1.3M |
| 16 | Uniting Wealth Partners, LLC | 0.95% | 266,264 | $4.5M |
| 17 | Wisconsin Wealth Advisors, LLC | 0.91% | 54,883 | $920K |
| 18 | Beaumont Financial Advisors, LLC | 0.88% | 767,260 | $12.9M |
| 19 | Blackhawk Capital Partners, LLC | 0.80% | 130,150 | $2.2M |
| 20 | Boyce & Associates Wealth Consulting, Inc. | 0.74% | 58,453 | $980K |
| 21 | Berger Financial Group, Inc | 0.74% | 785,931 | $13.2M |
| 22 | Fiduciary Trust Co | 0.73% | 3,691,532 | $61.9M |
| 23 | Legacy Wealth Managment, LLC/ID | 0.63% | 75,405 | $1.3M |
| 24 | Meadow Creek Wealth Advisors LLC | 0.58% | 53,171 | $892K |
| 25 | Philip James Wealth Mangement, LLC | 0.54% | 282,272 | $4.7M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|