WABF Institutional Ownership
Western Asset Bond ETF
1W: -1.1%
1M: -3.1%
3M: -5.2%
YTD: -6.5%
1Y: -6.2%
3Y: +9.6%
$23.55
+0.12 (+0.52%)
Weekly Expected Move ±0.7%
$23
$23
$24
$24
$24
Overview
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Institutional Ownership — WABF
9
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
2
New Positions
3
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 366,000 | 9M | — | +0.0% | 12Q | SEC ↗ |
| 2 | Landmark Wealth Management, LLC | 200,579 | 5M | +14,416 | +7.7% | 7Q | SEC ↗ |
| 3 | Encompass More Asset Management | 18,999 | 448K | +569 | +3.1% | 8Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 11,755 | 277K | -2,570 | -17.9% | 2Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 2,283 | 54K | — | +0.0% | 4Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO NEW | 211 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Cape Investment Advisory, Inc. NEW | 100 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 8 | 0K | +4 | +100.0% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 0 | 0K | -269 | -100.0% | 1Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 0 | 0K | -19,469 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 211 | 5K |
| Cape Investment Advisory, Inc. | 100 | 2K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 19,469 | 459K |
| BANK OF AMERICA CORP /DE | 269 | 6K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Landmark Wealth Management, LLC | +14,416 | +7.7% | 200,579 |
| Encompass More Asset Management | +569 | +3.1% | 18,999 |
| AE Wealth Management LLC | +4 | +100.0% | 8 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -2,570 | -17.9% | 11,755 |