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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH BUILDERS 2 - 2023-12-31 986,103 $28,335,000 -115,931
   LPL FINANCIAL CORP 2010 - 2023-12-31 111,611 $3,207,000 -7,696
   ENVESTNET ASSET MANAGEMENT INC 2297 - 2023-12-31 90,344 $2,596,000 -19,904
   Advisor Group Holdings Inc. 1863 - 2023-12-31 69,255 $1,990,000 -25,631
   Private Advisor Group LLC 806 - 2023-12-31 63,567 $1,827,000 395
   Stratos Wealth Partners LTD. 476 - 2024-03-31 55,422 $1,690,000 3,762
   JANE STREET GROUP LLC 3202 - 2023-12-31 34,352 $987,000 -4,398
   Cetera Investment Advisers 1154 - 2023-12-31 31,381 $902,000 -973
   MORGAN STANLEY 4874 - 2023-12-31 28,526 $820,000 -1,429
   RAYMOND JAMES & ASSOCIATES 2852 - 2024-03-31 21,520 $656,000 2,620
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3480 - 2023-12-31 21,211 $609,000 -13,528
   Southland Equity Partners LLC 100 - 2024-03-31 16,432 $501,000 -856
   FINANCIAL NETWORK 1898 - 2023-12-31 16,841 $484,000 -13,880
   MULTIFINANCIAL SECURITIES CORP 1302 - 2023-12-31 12,640 $363,000 -1,551
   HIGHTOWER ADVISORS, LLC 2593 - 2023-12-31 11,092 $319,000 0
   CITADEL ADVISORS LLC 4069 - 2023-12-31 10,663 $306,000 10,663
   Atria Wealth Solutions Inc. 1547 - 2023-12-31 9,446 $271,000 -1,766
   HARBOUR INVESTMENTS INC. 772 - 2023-12-31 8,776 $252,000 -250
   BANK OF NEW YORK MELLON CORP 3764 - 2024-03-31 7,440 $227,000 -404
   ROYAL BANK OF CANADA 4379 - 2023-12-31 7,739 $222,000 -1,235
   Householder Group Estate & Retirement Specialist L - 2023-12-31 2,400 $68,000 0
   UBS Group AG 5409 - 2023-12-31 1,323 $38,000 1,323
   FMR LLC 4162 *New 2023-12-31 276 $8,000 276
   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. 9550 - 2023-12-31 0 $0 0
   Advisor Resource Council 451 *Closed 2024-03-31 0 $0 -13,226
  27 Records found
  1    
  Page 1 of 1
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