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WBIG Institutional Ownership

WBI BullBear Yield 3000 ETF
1W: +0.1% 1M: -4.4% 3M: -1.0% YTD: +9.4% 1Y: +10.5% 3Y: +21.6% 5Y: +6.8%
$25.75
+0.05 (+0.21%)
 
Weekly Expected Move ±1.4%
$25 $25 $26 $26 $26
ETF AMEX · AUM $27.0M

Institutional Ownership — WBIG

14
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
1
New Positions
3
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (15 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MILLINGTON SECURITIES, LLC NEW 743,108 $19M — +0.0% 1Q SEC ↗
2 WBI INVESTMENTS, LLC 683,276 $18M -59,832 -8.1% 48Q SEC ↗
3 Maridea Wealth Management LLC 628,124 $16M -36,061 -5.4% 7Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 145,367 $4M -5,820 -3.8% 31Q SEC ↗
5 LPL Financial LLC 42,685 $1M -6,426 -13.1% 34Q SEC ↗
6 Advyzon Investment Management, LLC 41,843 $1M +539 +1.3% 5Q SEC ↗
7 Ausdal Financial Partners, Inc. 41,843 $1M +539 +1.3% 4Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,139 $596K +11,208 +93.9% 7Q SEC ↗
9 World Investment Advisors 22,102 $569K -8,347 -27.4% 3Q SEC ↗
10 Cetera Investment Advisers 19,278 $496K -2,813 -12.7% 16Q SEC ↗
11 OSAIC HOLDINGS, INC. 10,272 $265K — +0.0% 2Q SEC ↗
12 Southland Equity Partners LLC 9,488 $244K — +0.0% 23Q SEC ↗
13 UBS Group AG NEW 566 $15K — +0.0% 1Q SEC ↗
14 MORGAN STANLEY 1 $0K — +0.0% 4Q SEC ↗
15 GTS SECURITIES LLC 0 $0K -39,388 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
MILLINGTON SECURITIES, LLC 743,108 $19M
UBS Group AG 566 $15K
Sold Out (1)
HolderPrev SharesPrev Value
GTS SECURITIES LLC 39,388 $1M
Biggest Increases (3)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +11,208 +93.9% 23,139
Ausdal Financial Partners, Inc. +539 +1.3% 41,843
Advyzon Investment Management, LLC +539 +1.3% 41,843
Biggest Decreases (6)
HolderReducedChange %Total Shares
WBI INVESTMENTS, LLC -59,832 -8.1% 683,276
Maridea Wealth Management LLC -36,061 -5.4% 628,124
World Investment Advisors -8,347 -27.4% 22,102
LPL Financial LLC -6,426 -13.1% 42,685
ENVESTNET ASSET MANAGEMENT INC -5,820 -3.8% 145,367
Cetera Investment Advisers -2,813 -12.7% 19,278

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms