Who owns WBI BullBear Value 3000 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WBIF from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 1.1M shares of WBI BullBear Value 3000 ETF worth $37.6M — about 160.1% of shares outstanding; the largest disclosed holder is WBI INVESTMENTS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$37.6M
value, 2026 filers
160.1%
of shares outstanding (1.1M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WBIF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 456,061 | $16.3M | 4.0% | 69.4% | -8.5% |
| 2 | Maridea Wealth Management LLC | 421,854 | $15.1M | 1.6% | 64.2% | -5.3% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 71,060 | $2.5M | 0.0% | 10.8% | -2.4% |
| 4 | Ausdal Financial Partners, Inc. | 27,384 | $977,850 | 0.0% | 4.2% | +1.1% |
| 5 | Advyzon Investment Management, LLC | 27,384 | $977,850 | 0.1% | 4.2% | +1.1% |
| 6 | LPL Financial LLC | 26,086 | $931,487 | 0.0% | 4% | -16.0% |
| 7 | Cetera Investment Advisers | 12,296 | $439,058 | 0.0% | 1.9% | -7.6% |
| 8 | World Investment Advisors | 10,183 | $363,623 | 0.0% | 1.5% | -29.3% |
| 9 | Institute for Wealth Management, LLC.NEW | 182 | $6,499 | 0.0% | 0% | new |
| 10 | UBS Group AGNEW | 46 | $1,643 | 0.0% | 0% | new |
| 11 | MORGAN STANLEY | 1 | $36 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.