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WBI Power Factor High DIV (WBIY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
DECREASED
Shares830,740 from 861,831
Change-31,091 (-4%)
Value$29.0M (-$1.1M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares129,662 from 140,879
Change-11,217 (-8%)
Value$4.5M (-$396.8K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,503 from 14,527
Change-24 (0%)
Value$506.0K (-$2.0K)
Filed 2026-11-02
HighTower Advisors, LLC
UNCHANGED
Shares10,050 from 10,050
Change0 (0%)
Value$350.8K (-$371)
Filed 2026-11-10
HBW Advisory Services LLC
INCREASED
Shares10,037 from 8,553
Change+1,484 (+17%)
Value$350.4K (+$51.5K)
Filed 2026-10-15
Southland Equity Partners LLC
DECREASED
Shares9,666 from 9,866
Change-200 (-2%)
Value$337.4K (-$7.3K)
Filed 2026-10-14
Harbour Investments, Inc.
UNCHANGED
Shares7,326 from 7,326
Change0 (0%)
Value$255.8K (-$271)
Filed 2026-11-09
Signature Equity Partners, LLC
INCREASED
Shares1,067 from 1,066
Change+1 (+0%)
Value$37.3K (-$4)
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$21.5K (-$22)
Filed 2026-10-21
Founders Financial Securities LLC
CLOSED
Shares0 from 15,647
Change-15,647 (-100%)
Value$0 (-$546.8K)
Filed 2026-10-28
Maridea Wealth Management LLC
N/A
Shares— from 392,719
Change-392,719 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 62,116
Change-62,116 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 58,249
Change-58,249 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,033
Change-20,033 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 17,918
Change-17,918 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,918
Change-17,918 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,941
Change-16,941 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,418
Change-12,418 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
UBS Group AG
N/A
Shares— from 369
Change-369 (-100%)
Value—
Status
WBI Investments, LLC
DECREASED830,740861,831-31,091-4%$30.1M$29.0M-$1.1M2026-11-05
LPL Financial LLC
DECREASED129,662140,879-11,217-8%$4.9M$4.5M-$396.8K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED14,50314,527-240%$508.0K$506.0K-$2.0K2026-11-02
HighTower Advisors, LLC
UNCHANGED10,05010,05000%$351.2K$350.8K-$3712026-11-10
HBW Advisory Services LLC
INCREASED10,0378,553+1,484+17%$298.9K$350.4K+$51.5K2026-10-15
Southland Equity Partners LLC
DECREASED9,6669,866-200-2%$344.8K$337.4K-$7.3K2026-10-14
Harbour Investments, Inc.
UNCHANGED7,3267,32600%$256.0K$255.8K-$2712026-11-09
Signature Equity Partners, LLC
INCREASED1,0671,066+1+0%$37.3K$37.3K-$42026-10-29
Assetmark, Inc
UNCHANGED61561500%$21.5K$21.5K-$222026-10-21
Founders Financial Securities LLC
CLOSED015,647-15,647-100%$546.8K$0-$546.8K2026-10-28
Maridea Wealth Management LLC
N/A—392,719-392,719-100%$13.7M———
Stratos Wealth Partners, Ltd.
N/A—62,116-62,116-100%$2.2M———
Envestnet Asset Management Inc
N/A—58,249-58,249-100%$2.0M———
Cetera Investment Advisers
N/A—20,033-20,033-100%$700.1K———
Advyzon Investment Management, LLC
N/A—17,918-17,918-100%$626.2K———
Ausdal Financial Partners, Inc.
N/A—17,918-17,918-100%$626.2K———
Morgan Stanley
N/A—16,941-16,941-100%$592.0K———
GTS Securities LLC
N/A—12,701-12,701-100%$443.9K———
Private Advisor Group, LLC
N/A—12,418-12,418-100%$434.0K———
Osaic Holdings, Inc.
N/A—9,784-9,784-100%$342.0K———
World Investment Advisors
N/A—7,394-7,394-100%$258.4K———
FMR LLC
N/A—1,229-1,229-100%$43.0K———
Fourth Dimension Wealth, LLC
N/A—454-454-100%$15.9K———
UBS Group AG
N/A—369-369-100%$12.9K———
Showing 24 of 24 institutions