WTV

—

not in universe+ Compare Tear sheet →

$106.21

-1.00 (-0.93%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding WTV · 2026-Q1 methodology → sources →

217 holders

% of shares outstanding held

—

Shares held (13F)

21,041,153

Reporting holders

217

Top holders

largest 100 of 217 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,536,3353.5M	$335M	—	ADD 38%
2	ENVESTNET ASSET MANAGEMENT INC	1,986,2812.0M	$188M	—	ADD 5%
3	RAYMOND JAMES FINANCIAL INC	1,746,2801.7M	$165M	—	ADD 17%
4	MORGAN STANLEY	1,614,3401.6M	$153M	—	ADD 22%
5	OSAIC HOLDINGS, INC.	1,424,0591.4M	$135M	—	ADD 14%
6	HighTower Advisors, LLC	1,242,8101.2M	$118M	—	ADD 3%
7	Cetera Investment Advisers	525,408525,408	$50M	—	ADD 16%
8	Kestra Advisory Services, LLC	424,918424,918	$40M	—	ADD 5%
9	STIFEL FINANCIAL CORP	352,839352,839	$33M	—	ADD 6%
10	BANK OF AMERICA CORP /DE/	315,673315,673	$30M	—	ADD 31%
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	308,847308,847	$29M	—	TRIM -14%
12	Lido Advisors, LLC	284,102284,102	$27M	—	TRIM -9%
13	Mariner, LLC	282,605282,605	$27M	—	ADD 116%
14	Independent Advisor Alliance	260,832260,832	$25M	—	NEW
15	RESOLUTE CAPITAL, LLC	254,257254,257	$24M	—	ADD 6%
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	237,958237,958	$23M	—	TRIM -32%
17	Anderson Financial Strategies, LLC	221,408221,408	$22M	—	—
18	Legacy Financial Advisors, Inc.	225,627225,627	$21M	—	—
19	Systelligence, LLC	221,641221,641	$21M	—	ADD 8%
20	Cambridge Investment Research Advisors, Inc.	220,375220,375	$21M	—	ADD 3%
21	Onyx Bridge Wealth Group LLC	204,293204,293	$19M	—	TRIM -14%
22	OPPENHEIMER & CO INC	197,770197,770	$19M	—	—
23	COMMONWEALTH EQUITY SERVICES, LLC	196,567196,567	$19M	—	—
24	Prism Advisors, Inc.	184,607184,607	$17M	—	TRIM -6%
25	TRUST CO OF TOLEDO NA /OH/	168,051168,051	$16M	—	ADD 12%
26	Ameritas Investment Partners, Inc.	164,860164,860	$16M	—	—
27	Venture Visionary Partners LLC	164,229164,229	$16M	—	ADD 9%
28	FLAGSHIP HARBOR ADVISORS, LLC	151,627151,627	$14M	—	ADD 7%
29	Cornerstone Planning Group LLC	142,032142,032	$14M	—	ADD 9%
30	Private Advisor Group, LLC	147,976147,976	$14M	—	ADD 30%
31	JPMORGAN CHASE & CO	144,084144,084	$13M	—	ADD 9%
32	626 Financial, LLC	139,971139,971	$13M	—	ADD 3%
33	Envestnet Portfolio Solutions, Inc.	139,486139,486	$13M	—	—
34	Capital Asset Advisory Services LLC	119,177119,177	$12M	—	—
35	MENORA MIVTACHIM HOLDINGS LTD.	112,212112,212	$11M	—	TRIM -6%
36	Team Financial Group, LLC	103,213103,213	$10M	—	—
37	CERTUITY, LLC	92,29092,290	$9M	—	ADD 232%
38	Retirement Management Systems Inc.	90,42990,429	$9M	—	ADD 8%
39	MML INVESTORS SERVICES, LLC	88,88088,880	$8M	—	TRIM -28%
40	Equitable Holdings, Inc.	87,91787,917	$8M	—	ADD 38%
41	CWM, LLC	84,76384,763	$8M	—	—
42	AE Wealth Management LLC	80,39080,390	$8M	—	TRIM -14%
43	Ruggaard & Associates LLC	80,07180,071	$8M	—	ADD 3%
44	USAdvisors Wealth Management, LLC	72,46672,466	$7M	—	ADD 6%
45	Leslie Global Wealth, LLC	68,57768,577	$6M	—	TRIM -3%
46	Geneos Wealth Management Inc.	65,12365,123	$6M	—	ADD 33%
47	COLUMBIA ADVISORY PARTNERS LLC	64,79164,791	$6M	—	NEW
48	ROYAL BANK OF CANADA	62,51962,519	$6M	—	ADD 110%
49	JONES FINANCIAL COMPANIES LLLP	59,50159,501	$6M	—	ADD 148%
50	Modern Wealth Management, LLC	57,22057,220	$5M	—	TRIM -12%
51	Orion Porfolio Solutions, LLC	54,72454,724	$5M	—	TRIM -8%
52	TRUIST FINANCIAL CORP	53,50653,506	$5M	—	ADD 2%
53	CEERA INVESTMENTS, LLC	51,69851,698	$5M	—	TRIM -6%
54	Smartleaf Asset Management LLC	51,77851,778	$5M	—	—
55	Western Wealth Management, LLC	48,78948,789	$5M	—	ADD 100%
56	Sanctuary Advisors, LLC	45,56345,563	$4M	—	TRIM -12%
57	Nilsine Partners, LLC	43,94743,947	$4M	—	ADD 22%
58	NBC SECURITIES, INC.	40,97840,978	$4M	—	ADD 15%
59	PMG Wealth Management, Inc.	40,16240,162	$4M	—	ADD 4%
60	NewEdge Advisors, LLC	8,4718,471	$4M	—	TRIM -82%
61	OPTIMA CAPITAL LLC	38,19438,194	$4M	—	—
62	Sequoia Financial Advisors, LLC	36,95336,953	$4M	—	—
63	Vericrest Private Wealth	35,28335,283	$3M	—	ADD 14%
64	Bay Capital Advisors, LLC	34,53634,536	$3M	—	ADD 11%
65	Ashton Thomas Private Wealth, LLC	32,59632,596	$3M	—	ADD 7%
66	Sunbelt Securities, Inc.	31,32231,322	$3M	—	ADD 6%
67	Santori & Peters, Inc.	29,90129,901	$3M	—	ADD 3%
68	J.W. COLE ADVISORS, INC.	29,88029,880	$3M	—	ADD 12%
69	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,75929,759	$3M	—	TRIM -2%
70	Stratos Wealth Partners, LTD.	28,76728,767	$3M	—	TRIM -29%
71	United Advisor Group, LLC	28,26628,266	$3M	—	ADD 19%
72	Cooper Financial Group	28,15128,151	$3M	—	TRIM -4%
73	Keating Financial Advisory Services, Inc.	26,41526,415	$3M	—	TRIM -42%
74	Powers Advisory Group, LLC	25,74425,744	$2M	—	ADD 101%
75	Integrated Wealth Concepts LLC	25,27325,273	$2M	—	ADD 83%
76	FIRST NATIONAL BANK SIOUX FALLS	22,22622,226	$2M	—	ADD 78%
77	Advisor Resource Council	22,10822,108	$2M	—	ADD 2%
78	UPTICK PARTNERS, LLC	22,09722,097	$2M	—	ADD 67%
79	HARBOUR INVESTMENTS, INC.	21,87221,872	$2M	—	ADD 16%
80	Strategic Financial Concepts, LLC	20,70820,708	$2M	—	NEW
81	Arkadios Wealth Advisors	20,48020,480	$2M	—	ADD 50%
82	FOUNDERS FINANCIAL SECURITIES LLC	20,09520,095	$2M	—	ADD 8%
83	BFI Wealth Solutions, LLC	20,17320,173	$2M	—	ADD 2%
84	THOROUGHBRED FINANCIAL SERVICES, LLC	18,86818,868	$2M	—	ADD 15%
85	Advisory Services Network, LLC	18,80618,806	$2M	—	ADD 47%
86	CreativeOne Wealth, LLC	18,64718,647	$2M	—	ADD 18%
87	Alchemi Wealth, LLC	18,12318,123	$2M	—	ADD 12%
88	INTEGRITY ALLIANCE, LLC.	18,00618,006	$2M	—	TRIM -2%
89	Ameritas Advisory Services, LLC	17,82017,820	$2M	—	TRIM -14%
90	Valued Retirements, Inc.	17,64917,649	$2M	—	—
91	Steward Partners Investment Advisory, LLC	16,62616,626	$2M	—	ADD 1265%
92	Sigma Planning Corp	16,40316,403	$2M	—	TRIM -3%
93	IFP Advisors, Inc	15,11415,114	$1M	—	—
94	WCG Wealth Advisors LLC	14,86914,869	$1M	—	—
95	Solano Wealth Investment Advisors LLC	14,07914,079	$1M	—	ADD 5%
96	RFG Advisory, LLC	13,94913,949	$1M	—	—
97	WealthPoint Financial, LLC	14,11814,118	$1M	—	—
98	Etesian Wealth Advisors, Inc.	13,52313,523	$1M	—	ADD 6%
99	NATIXIS ADVISORS, LLC	13,28213,282	$1M	—	NEW
100	MidAtlantic Capital Management, Inc.	12,53612,536	$1M	—	ADD 389%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

830K

1.5M

2.0M

2.3M

2.6M

3.5M

$335M

ENVESTNET ASSET MANAGEMENT INC

50K

131K

1.8M

1.9M

2.0M

$188M

RAYMOND JAMES FINANCIAL INC

337K

693K

1.1M

1.4M

1.5M

1.7M

$165M

MORGAN STANLEY

183K

728K

877K

920K

1.3M

1.6M

$153M

OSAIC HOLDINGS, INC.

18K

85K

1.2M

1.3M

1.4M

$135M

HighTower Advisors, LLC

—

666K

1.2M

$118M

Cetera Investment Advisers

74K

102K

131K

206K

453K

525K

$50M

Kestra Advisory Services, LLC

112K

229K

215K

198K

403K

425K

$40M

STIFEL FINANCIAL CORP

44K

327K

177K

306K

332K

353K

$33M

BANK OF AMERICA CORP /DE/

—

26K

241K

316K

$30M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

89K

308K

327K

361K

309K

$29M

Lido Advisors, LLC

180K

323K

310K

313K

312K

284K

$27M

Mariner, LLC

—

130K

134K

131K

283K

$27M

Independent Advisor Alliance

—

261K

$25M

RESOLUTE CAPITAL, LLC

—

239K

254K

$24M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	217	21,041,153	—	$2.0B
2025-Q4	204	18,766,566	—	$1.8B
2025-Q3	178	16,148,916	—	$1.5B
2025-Q2	158	14,722,262	—	$1.3B
2025-Q1	136	7,705,650	—	$632M
2024-Q4	102	4,346,735	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding WTV · 2026-Q1 methodology → sources →

217 holders

% of shares outstanding held

—

Shares held (13F)

21,041,153

Reporting holders

217

Top holders

largest 100 of 217 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,536,3353.5M	$335M	—	ADD 38%
2	ENVESTNET ASSET MANAGEMENT INC	1,986,2812.0M	$188M	—	ADD 5%
3	RAYMOND JAMES FINANCIAL INC	1,746,2801.7M	$165M	—	ADD 17%
4	MORGAN STANLEY	1,614,3401.6M	$153M	—	ADD 22%
5	OSAIC HOLDINGS, INC.	1,424,0591.4M	$135M	—	ADD 14%
6	HighTower Advisors, LLC	1,242,8101.2M	$118M	—	ADD 3%
7	Cetera Investment Advisers	525,408525,408	$50M	—	ADD 16%
8	Kestra Advisory Services, LLC	424,918424,918	$40M	—	ADD 5%
9	STIFEL FINANCIAL CORP	352,839352,839	$33M	—	ADD 6%
10	BANK OF AMERICA CORP /DE/	315,673315,673	$30M	—	ADD 31%
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	308,847308,847	$29M	—	TRIM -14%
12	Lido Advisors, LLC	284,102284,102	$27M	—	TRIM -9%
13	Mariner, LLC	282,605282,605	$27M	—	ADD 116%
14	Independent Advisor Alliance	260,832260,832	$25M	—	NEW
15	RESOLUTE CAPITAL, LLC	254,257254,257	$24M	—	ADD 6%
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	237,958237,958	$23M	—	TRIM -32%
17	Anderson Financial Strategies, LLC	221,408221,408	$22M	—	—
18	Legacy Financial Advisors, Inc.	225,627225,627	$21M	—	—
19	Systelligence, LLC	221,641221,641	$21M	—	ADD 8%
20	Cambridge Investment Research Advisors, Inc.	220,375220,375	$21M	—	ADD 3%
21	Onyx Bridge Wealth Group LLC	204,293204,293	$19M	—	TRIM -14%
22	OPPENHEIMER & CO INC	197,770197,770	$19M	—	—
23	COMMONWEALTH EQUITY SERVICES, LLC	196,567196,567	$19M	—	—
24	Prism Advisors, Inc.	184,607184,607	$17M	—	TRIM -6%
25	TRUST CO OF TOLEDO NA /OH/	168,051168,051	$16M	—	ADD 12%
26	Ameritas Investment Partners, Inc.	164,860164,860	$16M	—	—
27	Venture Visionary Partners LLC	164,229164,229	$16M	—	ADD 9%
28	FLAGSHIP HARBOR ADVISORS, LLC	151,627151,627	$14M	—	ADD 7%
29	Cornerstone Planning Group LLC	142,032142,032	$14M	—	ADD 9%
30	Private Advisor Group, LLC	147,976147,976	$14M	—	ADD 30%
31	JPMORGAN CHASE & CO	144,084144,084	$13M	—	ADD 9%
32	626 Financial, LLC	139,971139,971	$13M	—	ADD 3%
33	Envestnet Portfolio Solutions, Inc.	139,486139,486	$13M	—	—
34	Capital Asset Advisory Services LLC	119,177119,177	$12M	—	—
35	MENORA MIVTACHIM HOLDINGS LTD.	112,212112,212	$11M	—	TRIM -6%
36	Team Financial Group, LLC	103,213103,213	$10M	—	—
37	CERTUITY, LLC	92,29092,290	$9M	—	ADD 232%
38	Retirement Management Systems Inc.	90,42990,429	$9M	—	ADD 8%
39	MML INVESTORS SERVICES, LLC	88,88088,880	$8M	—	TRIM -28%
40	Equitable Holdings, Inc.	87,91787,917	$8M	—	ADD 38%
41	CWM, LLC	84,76384,763	$8M	—	—
42	AE Wealth Management LLC	80,39080,390	$8M	—	TRIM -14%
43	Ruggaard & Associates LLC	80,07180,071	$8M	—	ADD 3%
44	USAdvisors Wealth Management, LLC	72,46672,466	$7M	—	ADD 6%
45	Leslie Global Wealth, LLC	68,57768,577	$6M	—	TRIM -3%
46	Geneos Wealth Management Inc.	65,12365,123	$6M	—	ADD 33%
47	COLUMBIA ADVISORY PARTNERS LLC	64,79164,791	$6M	—	NEW
48	ROYAL BANK OF CANADA	62,51962,519	$6M	—	ADD 110%
49	JONES FINANCIAL COMPANIES LLLP	59,50159,501	$6M	—	ADD 148%
50	Modern Wealth Management, LLC	57,22057,220	$5M	—	TRIM -12%
51	Orion Porfolio Solutions, LLC	54,72454,724	$5M	—	TRIM -8%
52	TRUIST FINANCIAL CORP	53,50653,506	$5M	—	ADD 2%
53	CEERA INVESTMENTS, LLC	51,69851,698	$5M	—	TRIM -6%
54	Smartleaf Asset Management LLC	51,77851,778	$5M	—	—
55	Western Wealth Management, LLC	48,78948,789	$5M	—	ADD 100%
56	Sanctuary Advisors, LLC	45,56345,563	$4M	—	TRIM -12%
57	Nilsine Partners, LLC	43,94743,947	$4M	—	ADD 22%
58	NBC SECURITIES, INC.	40,97840,978	$4M	—	ADD 15%
59	PMG Wealth Management, Inc.	40,16240,162	$4M	—	ADD 4%
60	NewEdge Advisors, LLC	8,4718,471	$4M	—	TRIM -82%
61	OPTIMA CAPITAL LLC	38,19438,194	$4M	—	—
62	Sequoia Financial Advisors, LLC	36,95336,953	$4M	—	—
63	Vericrest Private Wealth	35,28335,283	$3M	—	ADD 14%
64	Bay Capital Advisors, LLC	34,53634,536	$3M	—	ADD 11%
65	Ashton Thomas Private Wealth, LLC	32,59632,596	$3M	—	ADD 7%
66	Sunbelt Securities, Inc.	31,32231,322	$3M	—	ADD 6%
67	Santori & Peters, Inc.	29,90129,901	$3M	—	ADD 3%
68	J.W. COLE ADVISORS, INC.	29,88029,880	$3M	—	ADD 12%
69	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,75929,759	$3M	—	TRIM -2%
70	Stratos Wealth Partners, LTD.	28,76728,767	$3M	—	TRIM -29%
71	United Advisor Group, LLC	28,26628,266	$3M	—	ADD 19%
72	Cooper Financial Group	28,15128,151	$3M	—	TRIM -4%
73	Keating Financial Advisory Services, Inc.	26,41526,415	$3M	—	TRIM -42%
74	Powers Advisory Group, LLC	25,74425,744	$2M	—	ADD 101%
75	Integrated Wealth Concepts LLC	25,27325,273	$2M	—	ADD 83%
76	FIRST NATIONAL BANK SIOUX FALLS	22,22622,226	$2M	—	ADD 78%
77	Advisor Resource Council	22,10822,108	$2M	—	ADD 2%
78	UPTICK PARTNERS, LLC	22,09722,097	$2M	—	ADD 67%
79	HARBOUR INVESTMENTS, INC.	21,87221,872	$2M	—	ADD 16%
80	Strategic Financial Concepts, LLC	20,70820,708	$2M	—	NEW
81	Arkadios Wealth Advisors	20,48020,480	$2M	—	ADD 50%
82	FOUNDERS FINANCIAL SECURITIES LLC	20,09520,095	$2M	—	ADD 8%
83	BFI Wealth Solutions, LLC	20,17320,173	$2M	—	ADD 2%
84	THOROUGHBRED FINANCIAL SERVICES, LLC	18,86818,868	$2M	—	ADD 15%
85	Advisory Services Network, LLC	18,80618,806	$2M	—	ADD 47%
86	CreativeOne Wealth, LLC	18,64718,647	$2M	—	ADD 18%
87	Alchemi Wealth, LLC	18,12318,123	$2M	—	ADD 12%
88	INTEGRITY ALLIANCE, LLC.	18,00618,006	$2M	—	TRIM -2%
89	Ameritas Advisory Services, LLC	17,82017,820	$2M	—	TRIM -14%
90	Valued Retirements, Inc.	17,64917,649	$2M	—	—
91	Steward Partners Investment Advisory, LLC	16,62616,626	$2M	—	ADD 1265%
92	Sigma Planning Corp	16,40316,403	$2M	—	TRIM -3%
93	IFP Advisors, Inc	15,11415,114	$1M	—	—
94	WCG Wealth Advisors LLC	14,86914,869	$1M	—	—
95	Solano Wealth Investment Advisors LLC	14,07914,079	$1M	—	ADD 5%
96	RFG Advisory, LLC	13,94913,949	$1M	—	—
97	WealthPoint Financial, LLC	14,11814,118	$1M	—	—
98	Etesian Wealth Advisors, Inc.	13,52313,523	$1M	—	ADD 6%
99	NATIXIS ADVISORS, LLC	13,28213,282	$1M	—	NEW
100	MidAtlantic Capital Management, Inc.	12,53612,536	$1M	—	ADD 389%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

830K

1.5M

2.0M

2.3M

2.6M

3.5M

$335M

ENVESTNET ASSET MANAGEMENT INC

50K

131K

1.8M

1.9M

2.0M

$188M

RAYMOND JAMES FINANCIAL INC

337K

693K

1.1M

1.4M

1.5M

1.7M

$165M

MORGAN STANLEY

183K

728K

877K

920K

1.3M

1.6M

$153M

OSAIC HOLDINGS, INC.

18K

85K

1.2M

1.3M

1.4M

$135M

HighTower Advisors, LLC

—

666K

1.2M

$118M

Cetera Investment Advisers

74K

102K

131K

206K

453K

525K

$50M

Kestra Advisory Services, LLC

112K

229K

215K

198K

403K

425K

$40M

STIFEL FINANCIAL CORP

44K

327K

177K

306K

332K

353K

$33M

BANK OF AMERICA CORP /DE/

—

26K

241K

316K

$30M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

89K

308K

327K

361K

309K

$29M

Lido Advisors, LLC

180K

323K

310K

313K

312K

284K

$27M

Mariner, LLC

—

130K

134K

131K

283K

$27M

Independent Advisor Alliance

—

261K

$25M

RESOLUTE CAPITAL, LLC

—

239K

254K

$24M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	217	21,041,153	—	$2.0B
2025-Q4	204	18,766,566	—	$1.8B
2025-Q3	178	16,148,916	—	$1.5B
2025-Q2	158	14,722,262	—	$1.3B
2025-Q1	136	7,705,650	—	$632M
2024-Q4	102	4,346,735	—

Short interest has its own tab now — open SI →

WTV☆

Institutional ownership· 13F filers holding WTV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding WTV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

WTV