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WBI Bullbear Yield 3000 ETF (WBIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
DECREASED
Shares667,992 from 683,276
Change-15,284 (-2%)
Value$17.0M (-$675.7K)
Filed 2026-11-05
Southland Equity Partners LLC
UNCHANGED
Shares9,488 from 9,488
Change0 (0%)
Value$241.3K (-$4.0K)
Filed 2026-10-14
Maridea Wealth Management LLC
N/A
Shares— from 628,124
Change-628,124 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 145,367
Change-145,367 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 42,685
Change-42,685 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 41,843
Change-41,843 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 41,843
Change-41,843 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,139
Change-23,139 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,102
Change-22,102 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,278
Change-19,278 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
UBS Group AG
N/A
Shares— from 566
Change-566 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
WBI Investments, LLC
DECREASED667,992683,276-15,284-2%$17.7M$17.0M-$675.7K2026-11-05
Southland Equity Partners LLC
UNCHANGED9,4889,48800%$245.3K$241.3K-$4.0K2026-10-14
Maridea Wealth Management LLC
N/A—628,124-628,124-100%$16.2M———
Envestnet Asset Management Inc
N/A—145,367-145,367-100%$3.8M———
LPL Financial LLC
N/A—42,685-42,685-100%$1.1M———
Advyzon Investment Management, LLC
N/A—41,843-41,843-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—41,843-41,843-100%$1.1M———
Susquehanna International Group, LLP
N/A—23,139-23,139-100%$598.1K———
World Investment Advisors
N/A—22,102-22,102-100%$571.3K———
Cetera Investment Advisers
N/A—19,278-19,278-100%$498.3K———
Osaic Holdings, Inc.
N/A—10,272-10,272-100%$265.5K———
UBS Group AG
N/A—566-566-100%$14.6K———
Morgan Stanley
N/A—1-1-100%$51———
Showing 13 of 13 institutions