WEEI Westwood Salient Enhanced Energy Income ETF
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Institutional owners (13F) 16 filers · $22.1M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 6 (-2 vs prior Q) | 4 (+3 vs prior Q) | 7 (+4 vs prior Q) | 1 (0 vs prior Q) | +224K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | $11,010,317 | 497,889 | 49.91% | Shares |
| LPL Financial LLC | $8,473,799 | 383,187 | 38.42% | Shares |
| Stratos Wealth Partners, LTD. | $462,536 | 20,916 | 2.10% | Shares |
| NOTTINGHAM ADVISORS, INC. | $453,518 | 19,188 | 2.06% | Shares |
| Wealthcare Advisory Partners LLC | $393,586 | 17,798 | 1.78% | Shares |
| CHAPIN DAVIS, INC. | $353,824 | 16,000 | 1.60% | Shares |
| Private Advisor Group, LLC | $318,862 | 14,419 | 1.45% | Shares |
| JANE STREET GROUP, LLC | $259,640 | 11,741 | 1.18% | Shares |
| Founders Financial Alliance, LLC | $153,559 | 6,944 | 0.70% | Shares |
| OSAIC HOLDINGS, INC. | $118,413 | 5,353 | 0.54% | Shares |
| UMB Bank, n.a. | $44,228 | 2,000 | 0.20% | Shares |
| ROYAL BANK OF CANADA | $8,000 | 364 | 0.04% | Shares |
| City State Bank | $4,423 | 200 | 0.02% | Shares |
| IFS Advisors, LLC | $2,211 | 100 | 0.01% | Shares |
| Osbon Capital Management LLC | $995 | 45 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $225 | 10,180 | 0.00% | Shares |