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Get Institutions for : 
Wbi Power Factor High Dividend Etf (WBIY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    3
Total shares held : 
 1,660,695  
% of shares held : 
 36.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -142,604  
% of shares held change : 
   -3.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 47,594
 2.87%
 
Increased Positions :
4
 20,136
 1.21%
 
Unchanged Positions :
5
 32,531
 1.96%
 
Decreased Positions :
15
-210,334
-12.67%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH BUILDERS 2 - 2024-03-31 1,046,849 $31,913,000 60,746
   LPL FINANCIAL CORP 1941 - 2024-03-31 129,588 $3,950,000 17,977
   ENVESTNET ASSET MANAGEMENT INC 2460 - 2024-03-31 77,191 $2,353,000 -13,153
   Private Advisor Group LLC 812 - 2024-03-31 64,885 $1,978,000 1,318
   Stratos Wealth Partners LTD. 476 - 2024-03-31 55,422 $1,690,000 3,762
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2141 - 2024-03-31 46,643 $1,422,000 25,432
   Advisor Group Holdings Inc. 2108 - 2024-03-31 41,015 $1,250,000 -28,240
   MORGAN STANLEY 4911 - 2024-03-31 26,634 $812,000 -1,892
   Cetera Investment Advisers 1009 - 2024-03-31 24,935 $760,000 -6,446
   RAYMOND JAMES & ASSOCIATES 2852 - 2024-03-31 21,520 $656,000 2,620
   Southland Equity Partners LLC 100 - 2024-03-31 16,432 $501,000 -856
   FINANCIAL NETWORK 1933 - 2024-03-31 16,308 $497,000 -533
   HIGHTOWER ADVISORS, LLC 2543 - 2024-03-31 11,092 $338,000 0
   OLD MISSION CAPITAL LLC 712 *New 2024-03-31 8,867 $270,000 8,867
   Atria Wealth Solutions Inc. 1637 - 2024-03-31 8,558 $261,000 -888
   MULTIFINANCIAL SECURITIES CORP 2044 - 2024-03-31 8,353 $255,000 -4,287
   HARBOUR INVESTMENTS INC. 772 - 2023-12-31 8,776 $252,000 -250
   ROYAL BANK OF CANADA 3973 - 2024-03-31 8,041 $245,000 302
   BANK OF NEW YORK MELLON CORP 3764 - 2024-03-31 7,440 $227,000 -404
   Kestra Advisory Services LLC 2213 *New 2024-03-31 7,058 $215,000 7,058
   Householder Group Estate & Retirement Specialist L 410 - 2024-03-31 2,400 $73,000 0
   FMR LLC 4183 - 2024-03-31 276 $8,000 0
   UBS Group AG 6187 - 2024-03-31 230 $7,000 -1,093
   Spire Wealth Management 1990 - 2024-03-31 139 $4,000 0
   FOUNDERS FINANCIAL SECURITIES LLC 389 *Closed 2024-03-31 0 $0 -34,092
   PROEQUITIES INC. 3402 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6013 *Closed 2024-03-31 0 $0 -10,663
   JANE STREET GROUP LLC 5763 *Closed 2024-03-31 0 $0 -34,352
   Advisor Resource Council 451 *Closed 2024-03-31 0 $0 -13,226
  29 Records found
  1    
  Page 1 of 1
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