Who owns WBI Power Factor High Dividend ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WBIY from SEC Form 13F filings across 25 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, 25 institutions disclosed 1.7M shares of WBI Power Factor High Dividend ETF worth $58.9M — about 97.5% of shares outstanding; the largest disclosed holder is WBI INVESTMENTS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$58.9M
value, 2026 filers
97.5%
of shares outstanding (1.7M sh)
3
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 WBIY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 861,831 | $30.1M | 7.5% | 49.4% | -1.2% |
| 2 | Maridea Wealth Management LLC | 392,719 | $13.7M | 1.5% | 22.5% | -3.2% |
| 3 | LPL Financial LLC | 140,879 | $4.9M | 0.0% | 8.1% | +1.2% |
| 4 | Stratos Wealth Partners, LTD. | 62,116 | $2.2M | 0.0% | 3.6% | -1.3% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 58,249 | $2.0M | 0.0% | 3.3% | -2.2% |
| 6 | Cetera Investment Advisers | 20,033 | $700,090 | 0.0% | 1.1% | +24.0% |
| 7 | Ausdal Financial Partners, Inc. | 17,918 | $626,180 | 0.0% | 1% | +1.0% |
| 8 | Advyzon Investment Management, LLC | 17,918 | $626,180 | 0.0% | 1% | +1.0% |
| 9 | MORGAN STANLEY | 16,941 | $592,044 | 0.0% | 1% | -10.6% |
| 10 | FOUNDERS FINANCIAL SECURITIES LLCNEW | 15,647 | $546,816 | 0.0% | 0.9% | new |
| 11 | Cambridge Investment Research Advisors, Inc. | 14,527 | $508 | 0.0% | 0.8% | +56.2% |
| 12 | GTS SECURITIES LLC | 12,701 | $443,862 | 0.0% | 0.7% | -23.4% |
| 13 | Private Advisor Group, LLC | 12,418 | $433,961 | 0.0% | 0.7% | -22.9% |
| 14 | HighTower Advisors, LLC | 10,050 | $351,217 | 0.0% | 0.6% | 0.0% |
| 15 | Southland Equity Partners LLC | 9,866 | $344,787 | 0.1% | 0.6% | 0.0% |
| 16 | OSAIC HOLDINGS, INC. | 9,784 | $341,985 | 0.0% | 0.6% | +10.8% |
| 17 | HBW ADVISORY SERVICES LLCNEW | 8,553 | $298,902 | 0.0% | 0.5% | new |
| 18 | World Investment Advisors | 7,394 | $258,398 | 0.0% | 0.4% | -24.8% |
| 19 | HARBOUR INVESTMENTS, INC. | 7,326 | $256,022 | 0.0% | 0.4% | -3.9% |
| 20 | FMR LLC | 1,229 | $42,957 | 0.0% | 0.1% | +75.6% |
| 21 | Signature Equity Partners, LLC | 1,066 | $37,265 | 0.0% | 0.1% | +0.1% |
| 22 | Integrated Wealth Concepts LLCNEW | 650 | $22,716 | 0.0% | 0% | new |
| 23 | ASSETMARK, INC | 615 | $21,492 | 0.0% | 0% | 0.0% |
| 24 | Fourth Dimension Wealth, LLC | 454 | $15,866 | 0.0% | 0% | 0.0% |
| 25 | UBS Group AG | 369 | $12,895 | 0.0% | 0% | -37.5% |
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.