Who Owns WBIG?
WBI BullBear Yield 3000 ETF — Institutional Ownership & 13F Holdings
$24.26
+0.05 (+0.21%)
Market Cap
$28.5M
Shares Outstanding
1,122,114
Institutional Holders
11
Total Inst. Value
$45.1M
% of Float Held
—
QoQ Holder Change
-2
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
2
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | $22.6M | 995,593 |
| 2 | Maridea Wealth Management LLC | $19.0M | 836,123 |
| 3 | Cetera Investment Advisers | $1.7M | 75,427 |
| 4 | JANE STREET GROUP, LLC | $536K | 23,601 |
| 5 | Bank of New York Mellon Corp | $500K | 22,039 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $486K | 21,402 |
| 7 | Southland Equity Partners LLCNew | $230K | 10,139 |
| 8 | UBS Group AGNew | $31K | 1,379 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $6K | 269,009 |
| 10 | LPL Financial LLC | $2K | 97,353 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WBI INVESTMENTS, LLC | +7K | $22.6M |
| Maridea Wealth Management LLC | +2K | $19.0M |
| Southland Equity Partners LLCNew | +10K | $230K |
| UBS Group AGNew | +1K | $31K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -66K | $6K |
| LPL Financial LLC | -17K | $2K |
| Cetera Investment Advisers | -7K | $1.7M |
| Atria Wealth Solutions, Inc. | -279 | $560 |
| Bank of New York Mellon Corp | -255 | $500K |
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Frequently Asked Questions
How many institutional investors hold WBIG?
As of Q1 2025, 11 institutional investors report holding WBIG (WBI BullBear Yield 3000 ETF) in their 13F filings.
Which hedge fund owns the most WBIG?
The largest institutional holder of WBIG is WBI INVESTMENTS, LLC with $22.6M in shares.
Are institutions buying or selling WBIG?
This quarter, 2 institutions opened new positions in WBIG and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.