WY51CREATIVE MEDIA &
CUSIP 12564W227 · Yahoo Finance ↗ · Google Finance ↗
Creative Media & (WY51) has 2 institutional holders in Filings Flow’s 13F database, together reporting 3.64M shares worth $766,629 as of Q1 2026. The largest reported holders are Seros Financial, LLC, Avantax Planning Partners, Inc., and Lpl Financial LLC.
Institutional Holders
37
Q1 2026
Reported Value
$766,629
Ticker
WY51
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Seros Financial, LLC$157M AUM | 0.11% | $177,757 | 289.3K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.01% | $16,624 | 27.1K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $39,306 | 64.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $60,867 | 119.0K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.00% | $114,127 | 185.8K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.00% | $10,061 | 16.4K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $28,869 | 47.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.00% | $10,172 | 16.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.00% | $25,180 | 41.0K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.00% | $6,843 | 11.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.00% | $12,288 | 20.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $19,577 | 31.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $33,533 | 54.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,251 | 3.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $53,923 | 87.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $32,398 | 53.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,342 | 210 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $6,720 | 10.9K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $420 | 683 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $83,523 | 135.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,682 | 4.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $494 | 804 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,083 | 3.4K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $6,719 | 10.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,297 | 5.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6,000 | 10.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,365 | 7.1K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,233 | 2.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,375 | 3.9K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $2 | 3 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $87 | 141 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $51 | 83 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.