WBI Power Factor High Dividend Shares Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WBI INVESTMENTS, LLC | 02/13/2026 | 785.45 K | $25.13 M | 0.53% | 47.72% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 420.58 K | $13.46 M | -2.41% | 25.55% |
| LPL FINANCIAL LLC | 02/11/2026 | 146.04 K | $4.67 M | 3.47% | 8.87% |
| ROCKPORT WEALTH LLC | 02/06/2026 | 138.29 K | $4.43 M | 7.71% | 8.40% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 67.75 K | $2.17 M | -24.37% | 4.12% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 65.86 K | $2.11 M | -0.60% | 4.00% |
| GTS SECURITIES LLC | 02/13/2026 | 43.48 K | $1.39 M | 100.00% | 2.64% |
| MORGAN STANLEY | 05/27/2026 | 20.09 K | $642.73 K | 3.70% | 1.22% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 17.85 K | $571.33 K | -11.42% | 1.08% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 02/13/2026 | 17.85 K | $571.33 K | -11.42% | 1.08% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 16.37 K | $523.93 K | -5.22% | 0.99% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.85 K | $443.09 K | -48.68% | 0.84% |
| SOUTHLAND EQUITY PARTNERS LLC | 01/14/2026 | 10.57 K | $338.11 K | 0.00% | 0.64% |
| FOUNDERS FINANCIAL SECURITIES LLC | 02/10/2026 | 10.52 K | $336.51 K | 100.00% | 0.64% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 10.05 K | $321.60 K | 0.00% | 0.61% |
| WORLD INVESTMENT ADVISORS | 02/04/2026 | 9.89 K | $316.35 K | 100.00% | 0.60% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 9.13 K | $292.00 K | 5.65% | 0.55% |
| OSAIC HOLDINGS, INC. | 02/17/2026 | 7.97 K | $255.02 K | 7.55% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 6.81 K | $217.76 K | 100.00% | 0.41% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 6.33 K | $202.43 K | -5.95% | 0.38% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.18 K | $37.83 K | 100.00% | 0.07% |
| SIGNATURE EQUITY PARTNERS, LLC | 02/17/2026 | 1.07 K | $34.09 K | 100.00% | 0.06% |
| ASSETMARK, INC | 01/23/2026 | 615 | $19.68 K | 0.00% | 0.04% |
| FOURTH DIMENSION WEALTH, LLC | 02/04/2026 | 604 | $19.33 K | -13.71% | 0.04% |
| FMR LLC | 02/17/2026 | 418 | $13.37 K | -12.73% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 13 | $416 | -99.65% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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WBI Power Factor High Dividend Shares institutional Ownership - FAQ's
During the previous two years, 9 institutional investors and hedge funds held shares of WBI Power Factor High Dividend Shares. The most heavily invested institutionals were:
Atria Wealth Solutions, Inc.: 7,277
Householder Group Estate & Retirement Specialist, LLC: 0
RAYMOND JAMES & ASSOCIATES: 19,960
Cetera Advisor Networks LLC: 16,308
Cetera Advisors LLC: 8,353
American Portfolios Advisors: 53,973
111.10% of WBI Power Factor High Dividend Shares stock is owned by institutional investors.
Institutional investors have bought a total of 353.62 K shares in the last 24 months. This purchase volume represents approximately $13.03 M in transactions.