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WBI Bullbear Value 3000 ETF (WBIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
DECREASED
Shares414,718 from 456,061
Change-41,343 (-9%)
Value$14.4M (-$1.9M)
Filed 2026-11-05
Maridea Wealth Management LLC
N/A
Shares— from 421,854
Change-421,854 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 71,060
Change-71,060 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 27,384
Change-27,384 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 27,384
Change-27,384 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 26,086
Change-26,086 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,296
Change-12,296 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
UBS Group AG
N/A
Shares— from 46
Change-46 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
WBI Investments, LLC
DECREASED414,718456,061-41,343-9%$16.3M$14.4M-$1.9M2026-11-05
Maridea Wealth Management LLC
N/A—421,854-421,854-100%$15.1M———
Envestnet Asset Management Inc
N/A—71,060-71,060-100%$2.5M———
Advyzon Investment Management, LLC
N/A—27,384-27,384-100%$977.9K———
Ausdal Financial Partners, Inc.
N/A—27,384-27,384-100%$977.9K———
LPL Financial LLC
N/A—26,086-26,086-100%$931.5K———
Cetera Investment Advisers
N/A—12,296-12,296-100%$439.1K———
World Investment Advisors
N/A—10,183-10,183-100%$363.6K———
Institute for Wealth Management, Llc.
N/A—182-182-100%$6.5K———
UBS Group AG
N/A—46-46-100%$1.6K———
Morgan Stanley
N/A—1-1-100%$36———
Showing 11 of 11 institutions