Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / WEITZ CORE PLUS
-
Total 13F shares
-
3,881,054
-
Share change
-
+3,164,487
-
Total reported value
-
$99,230,963
-
Price per share
-
$25.54
-
Number of holders
-
9
-
Value change
-
+$80,929,834
-
Number of buys
-
8
-
Number of sells
-
1
Institutional Holders of NORTHERN LTS FD TR II - WEITZ CORE PLUS (WCPB) as of Q4 2025
As of 31 Dec 2025,
NORTHERN LTS FD TR II - WEITZ CORE PLUS (WCPB) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,881,054 shares.
The largest 9 holders included
New Perspectives, Inc, SMI Advisory Services, LLC, Farther Finance Advisors, LLC, Sigma Planning Corp, RAINIER FAMILY WEALTH INC, GOLDMAN SACHS GROUP INC, JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and TOTH FINANCIAL ADVISORY CORP.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.