WBI BULLBEAR VALUE 3000 ETF (WBIF) Institutional Ownership Changes & 13F Activity
WBI BULLBEAR VALUE 3000 ETF (WBIF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wbi Investments, Llc, Gts Securities Llc, Maridea Wealth Management Llc, Susquehanna International Group, Llp, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -1,749 | -2.4% | 71,060 | $2.54M | Q2 2026 | Sep 23, 2026 |
| World Investment Advisors | Sell | -4,224 | -29.3% | 10,183 | $363.62K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +285 | +1.1% | 27,384 | $977.85K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +285 | +1.1% | 27,384 | $977.85K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +46 | — | 46 | $1.64K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -1,010 | -7.6% | 12,296 | $439.06K | Q2 2026 | Aug 12, 2026 |
| Wbi Investments, Llc | Sell | -42,315 | -8.5% | 456,061 | $16.29M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -4,978 | -16.0% | 26,086 | $931.49K | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management Llc | Sell | -23,694 | -5.3% | 421,854 | $15.06M | Q2 2026 | Aug 06, 2026 |
| Institute For Wealth Management, Llc. | Buy | +182 | — | 182 | $6.50K | Q2 2026 | Jul 28, 2026 |
| Gts Securities Llc | Sell | -33,922 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -9,285 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about WBIF activity
Which institutional owners are buying WBIF?
Institutional owners buying WBIF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WBIF activity?
"Buy" means an investor increased their reported position in WBIF compared to the prior reporting period. This reflects growing exposure to WBI BULLBEAR VALUE 3000 ETF (WBIF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WBIF increasing?
Institutional interest in WBIF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.