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WBI Power Factor High DIV (WBIY)

CUSIP: 00400R858 | NYSE | 70 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

WBI Investments, LLC830,740
7.6% of portfolio›$29.0M
Cambridge Investment Research Advisors, Inc.14,503
0.0% of portfolio›$506.0K
HBW Advisory Services LLC10,037
0.0% of portfolio›$350.4K
Southland Equity Partners LLC9,666
0.1% of portfolio›$337.4K
Signature Equity Partners, LLC1,067
0.0% of portfolio›$37.3K
Assetmark, Inc615
0.0% of portfolio›$21.5K
StyleTurnoverLocationFiled
WBI Investments, LLC
830,740$29.0M7.6%ValueVery HighRed Bank, NJ2026-11-05
Cambridge Investment Research Advisors, Inc.
14,503$506.0K0.0%ETFLowFairfield, IA2026-11-02
HBW Advisory Services LLC
10,037$350.4K0.0%ETFMediumSimi Valley, CA2026-10-15
Southland Equity Partners LLC
9,666$337.4K0.1%ETFLowWildwood, MO2026-10-14
Signature Equity Partners, LLC
1,067$37.3K0.0%GrowthMediumColumbus, OH2026-10-29
Assetmark, Inc
615$21.5K0.0%ETFLowConcord, CA2026-10-21