Funds holding Default
1 fund declares a position · 0 ETFs and 1 other funds · 2.2M $ · US26923W1080
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Applied Finance Explorer Fund World Funds Trust | 80,000 | 2.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
Institutional managers
9 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | 224,789 | 5.8M $ | as of Mar 31, 2026 |
| ATWOOD & PALMER INC | 123,235 | 3.2M $ | as of Mar 31, 2026 |
| Advisory Services Network, LLC | 96,604 | 2.5M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 35,816 | 932.9K $ | as of Mar 31, 2026 |
| Newman Dignan & Sheerar, Inc. | 27,722 | 719.3K $ | as of Mar 31, 2026 |
| Accurate Wealth Management, LLC | 18,666 | 500.6K $ | as of Mar 31, 2026 |
| CIBC WORLD MARKET INC. | 15,350 | 398.3K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 13,800 | 358.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 1 | 26 $ | as of Mar 31, 2026 |