Ticker: WCPB CUSIP: 664925880 Class: WEITZ CORE PLUS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| New Perspectives, Inc | 2,779,313 | $70,984 |
| SMI Advisory Services, LLC | 725,613 | $18,641 |
| Farther Finance Advisors, LLC | 185,419 | $4,736 |
| Sigma Planning Corp | 125,785 | $3,213 |
| RAINIER FAMILY WEALTH INC | 20,466 | $523 |
| GOLDMAN SACHS GROUP INC | 19,600 | $501 |
| JANE STREET GROUP, LLC | 12,301 | $314 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,949 | $280 |
| TOTH FINANCIAL ADVISORY CORP | 1,608 | $41 |
| Total (9 institutions) | 3,881,054 | $99,231 |