Who owns WBI BullBear Yield 3000 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WBIG from SEC Form 13F filings across 13 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, 13 institutions disclosed 1.7M shares of WBI BullBear Yield 3000 ETF worth $43.1M — about 158.8% of shares outstanding; the largest disclosed holder is WBI INVESTMENTS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$43.1M
value, 2026 filers
158.8%
of shares outstanding (1.7M sh)
1
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 WBIG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 683,276 | $17.7M | 4.4% | 65% | -8.1% |
| 2 | Maridea Wealth Management LLC | 628,124 | $16.2M | 1.8% | 59.8% | -5.4% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 145,367 | $3.8M | 0.0% | 13.8% | -3.8% |
| 4 | LPL Financial LLC | 42,685 | $1.1M | 0.0% | 4.1% | -13.1% |
| 5 | Ausdal Financial Partners, Inc. | 41,843 | $1.1M | 0.0% | 4% | +1.3% |
| 6 | Advyzon Investment Management, LLC | 41,843 | $1.1M | 0.1% | 4% | +1.3% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,139 | $598,143 | 0.0% | 2.2% | +93.9% |
| 8 | World Investment Advisors | 22,102 | $571,337 | 0.0% | 2.1% | -27.4% |
| 9 | Cetera Investment Advisers | 19,278 | $498,338 | 0.0% | 1.8% | -12.7% |
| 10 | OSAIC HOLDINGS, INC. | 10,272 | $265,531 | 0.0% | 1% | 0.0% |
| 11 | Southland Equity Partners LLC | 9,488 | $245,265 | 0.0% | 0.9% | 0.0% |
| 12 | UBS Group AGNEW | 566 | $14,631 | 0.0% | 0.1% | new |
| 13 | MORGAN STANLEY | 1 | $51 | 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.