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WBI Bullbear Quality 3000 ET (WBIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
DECREASED
Shares509,425 from 531,052
Change-21,627 (-4%)
Value$20.0M (-$1.4M)
Filed 2026-11-05
Maridea Wealth Management LLC
N/A
Shares— from 439,306
Change-439,306 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 77,951
Change-77,951 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 31,447
Change-31,447 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,447
Change-31,447 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 26,310
Change-26,310 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,507
Change-13,507 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,932
Change-8,932 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
UBS Group AG
N/A
Shares— from 183
Change-183 (-100%)
Value—
Status
WBI Investments, LLC
DECREASED509,425531,052-21,627-4%$21.4M$20.0M-$1.4M2026-11-05
Maridea Wealth Management LLC
N/A—439,306-439,306-100%$17.7M———
Envestnet Asset Management Inc
N/A—77,951-77,951-100%$3.1M———
Advyzon Investment Management, LLC
N/A—31,447-31,447-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—31,447-31,447-100%$1.3M———
LPL Financial LLC
N/A—26,310-26,310-100%$1.1M———
Cetera Investment Advisers
N/A—13,507-13,507-100%$543.4K———
World Investment Advisors
N/A—10,132-10,132-100%$407.7K———
Susquehanna International Group, LLP
N/A—8,932-8,932-100%$359.4K———
Osaic Holdings, Inc.
N/A—5,068-5,068-100%$203.9K———
Morgan Stanley
N/A—2,039-2,039-100%$82.0K———
UBS Group AG
N/A—183-183-100%$7.4K———
Showing 12 of 12 institutions