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Get Institutions for : 
Wbi Tactical Lcy Shares (WBIG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    1
Total shares held : 
2,233,682  
% of shares held : 
6.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-264,400  
% of shares held change : 
  -0.83%  
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 :
2
 27,850
 1.25%
 
Increased Positions :
3
 80,512
 3.6%
 
Unchanged Positions :
2
 10,930
 0.49%
 
Decreased Positions :
9
-372,622
-16.68%
 
Closed Positions :
1
-140
-0.01%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WEALTH BUILDERS 1 - 2023-12-31 1,388,571 $32,072,000 -176,570
   ENVESTNET ASSET MANAGEMENT INC 1784 - 2023-12-31 252,343 $5,828,000 -61,058
   LPL FINANCIAL CORP 1980 - 2023-12-31 143,317 $3,310,000 -21,690
   Advisor Group Holdings Inc. 1510 - 2023-12-31 136,557 $3,154,000 -56,838
   Cetera Investment Advisers 767 - 2023-12-31 93,667 $2,163,000 -1,442
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2874 - 2023-12-31 40,871 $944,000 40,871
   CITADEL ADVISORS LLC 3029 - 2023-12-31 39,041 $902,000 39,041
   FINANCIAL NETWORK 1543 - 2023-12-31 33,604 $776,000 -26,962
   Atria Wealth Solutions Inc. 1056 - 2023-12-31 28,371 $655,000 -5,161
   BANK OF NEW YORK MELLON CORP 3385 - 2024-03-31 22,681 $578,000 -1,339
   H D Vest Advisory Services 1059 *New 2023-12-31 18,342 $424,000 18,342
   JANE STREET GROUP LLC 4349 - 2023-12-31 13,939 $322,000 -18,541
   Southland Equity Partners LLC 175 - 2024-03-31 10,930 $279,000 0
   TWO SIGMA SECURITIES LLC 811 *New 2023-12-31 9,508 $220,000 9,508
   UBS Group AG 5928 - 2023-12-31 601 $14,000 600
   TUCKER ASSET MANAGEMENT LLC 1005 *New 2023-12-31 1 $0 1
   Householder Group Estate & Retirement Specialist L *Closed 2023-12-31 0 $0 -140
   PROEQUITIES INC. 9064 - 2023-12-31 0 $0 0

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results