WBIY Institutional Ownership
WBI Power Factor High Dividend ETF
1W: +0.4%
1M: +4.3%
3M: +4.0%
1Y: +15.2%
3Y: +40.2%
5Y: +75.3%
$34.92
Last traded 2025-12-26 — delisted
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Institutional Ownership — WBIY
26
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
59M
Total Invested
3
New Positions
8
Increased
11
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MILLINGTON SECURITIES, LLC NEW | 872,310 | 30M | — | +0.0% | 1Q | SEC ↗ |
| 2 | WBI INVESTMENTS, LLC | 861,831 | 30M | -10,479 | -1.2% | 38Q | SEC ↗ |
| 3 | Maridea Wealth Management LLC | 392,719 | 14M | -13,089 | -3.2% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 140,879 | 5M | +1,691 | +1.2% | 34Q | SEC ↗ |
| 5 | Stratos Wealth Partners, LTD. | 62,116 | 2M | -796 | -1.3% | 21Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 58,249 | 2M | -1,318 | -2.2% | 31Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 20,033 | 700K | +3,881 | +24.0% | 15Q | SEC ↗ |
| 8 | Advyzon Investment Management, LLC | 17,918 | 626K | +185 | +1.0% | 5Q | SEC ↗ |
| 9 | Ausdal Financial Partners, Inc. | 17,918 | 626K | +185 | +1.0% | 4Q | SEC ↗ |
| 10 | MORGAN STANLEY | 16,941 | 592K | -2,009 | -10.6% | 38Q | SEC ↗ |
| 11 | FOUNDERS FINANCIAL SECURITIES LLC NEW | 15,647 | 546K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 14,527 | 507K | +5,226 | +56.2% | 5Q | SEC ↗ |
| 13 | GTS SECURITIES LLC | 12,701 | 444K | -3,880 | -23.4% | 3Q | SEC ↗ |
| 14 | Private Advisor Group, LLC | 12,418 | 434K | -3,682 | -22.9% | 27Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 10,050 | 351K | — | +0.0% | 22Q | SEC ↗ |
| 16 | Southland Equity Partners LLC | 9,866 | 345K | — | +0.0% | 23Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 9,784 | 342K | +950 | +10.8% | 26Q | SEC ↗ |
| 18 | HBW ADVISORY SERVICES LLC NEW | 8,553 | 299K | — | +0.0% | 1Q | SEC ↗ |
| 19 | World Investment Advisors | 7,394 | 258K | -2,438 | -24.8% | 3Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 7,326 | 256K | -300 | -3.9% | 17Q | SEC ↗ |
| 21 | FMR LLC | 1,229 | 43K | +529 | +75.6% | 11Q | SEC ↗ |
| 22 | Signature Equity Partners, LLC | 1,066 | 37K | +1 | +0.1% | 3Q | SEC ↗ |
| 23 | Integrated Wealth Concepts LLC NEW | 650 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 24 | ASSETMARK, INC | 615 | 21K | — | +0.0% | 9Q | SEC ↗ |
| 25 | Fourth Dimension Wealth, LLC | 454 | 16K | — | +0.0% | 7Q | SEC ↗ |
| 26 | UBS Group AG | 369 | 13K | -221 | -37.5% | 6Q | SEC ↗ |
| 27 | Rockport Wealth LLC | 0 | 0K | -138,292 | -100.0% | 5Q | SEC ↗ |
| 28 | Western Wealth Management, LLC | 0 | 0K | -500 | -100.0% | 1Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 0 | 0K | -1,182 | -100.0% | 1Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 0 | 0K | -6,805 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| MILLINGTON SECURITIES, LLC | 872,310 | 30M |
| FOUNDERS FINANCIAL SECURITIES LLC | 15,647 | 546K |
| HBW ADVISORY SERVICES LLC | 8,553 | 299K |
| Integrated Wealth Concepts LLC | 650 | 23K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Rockport Wealth LLC | 138,292 | 5M |
| RAYMOND JAMES FINANCIAL INC | 6,805 | 238K |
| Kestra Advisory Services, LLC | 1,182 | 41K |
| Western Wealth Management, LLC | 500 | 17K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | +5,226 | +56.2% | 14,527 |
| Cetera Investment Advisers | +3,881 | +24.0% | 20,033 |
| LPL Financial LLC | +1,691 | +1.2% | 140,879 |
| OSAIC HOLDINGS, INC. | +950 | +10.8% | 9,784 |
| FMR LLC | +529 | +75.6% | 1,229 |
| Ausdal Financial Partners, Inc. | +185 | +1.0% | 17,918 |
| Advyzon Investment Management, LLC | +185 | +1.0% | 17,918 |
| Signature Equity Partners, LLC | +1 | +0.1% | 1,066 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Maridea Wealth Management LLC | -13,089 | -3.2% | 392,719 |
| WBI INVESTMENTS, LLC | -10,479 | -1.2% | 861,831 |
| GTS SECURITIES LLC | -3,880 | -23.4% | 12,701 |
| Private Advisor Group, LLC | -3,682 | -22.9% | 12,418 |
| World Investment Advisors | -2,438 | -24.8% | 7,394 |
| MORGAN STANLEY | -2,009 | -10.6% | 16,941 |
| ENVESTNET ASSET MANAGEMENT INC | -1,318 | -2.2% | 58,249 |
| Stratos Wealth Partners, LTD. | -796 | -1.3% | 62,116 |
| HARBOUR INVESTMENTS, INC. | -300 | -3.9% | 7,326 |
| UBS Group AG | -221 | -37.5% | 369 |