Institutional Ownership Absolute Shs Tr Wbi Pwr Factor (WBIY)
This table provides information about the institutional ownership of Absolute Shs Tr Wbi Pwr Factor (WBIY). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $59.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
911,784
shares
|
$25.3 Million
7.17% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
475,871
shares
|
$13.2 Million
4.58% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
159,032
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
101,876
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
64,873
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
62,877
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Added 2.49%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,973
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2020
Added 28.75%
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
33,332
shares
|
$926,629
0.44% of portfolio
|
Q4 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
32,444
shares
|
$901,943
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,675
shares
|
$574,765
0.0% of portfolio
|
Q4 2024
Reduced 50.08%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
20,511
shares
|
$570,205
0.0% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,960
shares
|
$554,888
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
18,470
shares
|
$513,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,737
shares
|
$381,888
0.0% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
13,305
shares
|
$369,879
0.03% of portfolio
|
Q1 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,602
shares
|
$322,535
0.0% of portfolio
|
Q4 2024
Reduced 69.51%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
11,100
shares
|
$308,580
0.08% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,480
shares
|
$291,344
0.0% of portfolio
|
Q4 2024
Added 32.68%
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,050
shares
|
$279,390
0.0% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,240
shares
|
$229,072
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,200
shares
|
$227,960
0.0% of portfolio
|
Q4 2024
Added 3.37%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,026
shares
|
$223,122
0.01% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,075
shares
|
$196,685
0.01% of portfolio
|
Q3 2024
New holding
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
700
shares
|
$19,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
227
shares
|
$6,310
0.0% of portfolio
|
Q1 2025
New holding
|