Institutional Ownership Absolute Shs Tr Wbi Bullbear V (WBIF)
This table provides information about the institutional ownership of Absolute Shs Tr Wbi Bullbear V (WBIF). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 1.52 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
631,156
shares
|
$18.9 Million
5.01% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
542,510
shares
|
$16.2 Million
4.06% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
133,174
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
46,427
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45,666
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2020
Added 45.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,724
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
32,417
shares
|
$970,240
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
31,833
shares
|
$952,761
0.0% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,605
shares
|
$287,477
0.01% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,888
shares
|
$56,507
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
887
shares
|
$26,547
0.02% of portfolio
|
Q4 2024
Reduced 72.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|