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WBIY · WBI Power Factor High Dividend ETF ETF

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$38.56 -0.15 (-0.38%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 23
Total Value: $57,781,721
Total Shares: 1,702,467

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 23 13F filers · Δ vs Dec 31, 2025
Top Holder
51.2%
Jun 2023 → Mar 2026 · range 41.4% – 63.9%
+8.1 pts
Top 5
90.4%
Jun 2023 → Mar 2026 · range 77.9% – 90.4%
+4.8 pts
Top 10
95.6%
Jun 2023 → Mar 2026 · range 88.9% – 95.6%
+0.8 pts
HHI
3,294
Jun 2023 → Mar 2026 · range 2,434 – 4,226
Highly concentrated+733

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
7
Decreased
11
Sold Out
4
Unchanged
3
Holder count: -2
Institutional value: -0.7%
Shares held: -6.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
WBI INVESTMENTS, LLC +86,864 872,310
Cetera Investment Advisers +2,305 16,152
HARBOUR INVESTMENTS, INC. +1,300 7,626
OSAIC HOLDINGS, INC. +867 8,834
UBS Group AG +577 590

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
GTS SECURITIES LLC −26,895 16,581
Maridea Wealth Management LLC −14,774 405,808
ENVESTNET ASSET MANAGEMENT INC −8,184 59,567
LPL Financial LLC −6,853 139,188
Stratos Wealth Partners, LTD. −2,944 62,912

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
World Investment Advisors 9,832 $333,698
Western Wealth Management, LLC 500 $16,970

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Rockport Wealth LLC 138,292 $4,425,344
FOUNDERS FINANCIAL SECURITIES LLC 10,516 $336,512
RAYMOND JAMES FINANCIAL INC 6,805 $217,760
Kestra Advisory Services, LLC 1,182 $37,824
Filter: New 2 Increased 7 Reduced 11 Sold out 4 Unchanged 3
Showing 23 of 23
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
WBI INVESTMENTS, LLC WBIY $29,606,201 51.24% 872,310
Maridea Wealth Management LLC WBIY $13,773,123 23.84% 405,808
LPL Financial LLC WBIY $4,724,040 8.18% 139,188
Stratos Wealth Partners, LTD. WBIY $2,135,233 3.70% 62,912
ENVESTNET ASSET MANAGEMENT INC WBIY $2,021,703 3.50% 59,567
MORGAN STANLEY WBIY $643,162 1.11% 18,950
Advyzon Investment Management, LLC WBIY $601,858 1.04% 17,733
Ausdal Financial Partners, Inc. WBIY $601,858 1.04% 17,733
GTS SECURITIES LLC WBIY $562,759 0.97% 16,581
Cetera Investment Advisers WBIY $548,198 0.95% 16,152
Private Advisor Group, LLC WBIY $546,434 0.95% 16,100
HighTower Advisors, LLC WBIY $341,097 0.59% 10,050
Southland Equity Partners LLC WBIY $334,852 0.58% 9,866
World Investment Advisors WBIY $333,698 0.58% 9,832
Cambridge Investment Research Advisors, Inc. WBIY $315,675 0.55% 9,301
OSAIC HOLDINGS, INC. WBIY $299,825 0.52% 8,834
HARBOUR INVESTMENTS, INC. WBIY $258,826 0.45% 7,626
Signature Equity Partners, LLC WBIY $36,146 0.06% 1,065
FMR LLC WBIY $23,758 0.04% 700
ASSETMARK, INC WBIY $20,873 0.04% 615
UBS Group AG WBIY $20,024 0.03% 590
Western Wealth Management, LLC WBIY $16,970 0.03% 500
Fourth Dimension Wealth, LLC WBIY $15,408 0.03% 454