WBIG Institutional Ownership & Shareholders
WBI BULLBEAR YIELD 3000 ETF (WBIG) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $43.11M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wbi Investments, Llc is currently the largest disclosed institutional shareholder of WBIG tracked by InsiderSet, reporting ownership valued at approximately $17.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.20M, representing an estimated gain of +3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed WBIG value among the investors covered in this analysis. Major shareholders include Wbi Investments, Llc, Maridea Wealth Management Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in WBI BULLBEAR YIELD 3000 ETF (WBIG).
This page ranks the largest institutional WBIG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$43.11M
Largest Holder
Wbi Investments, Llc
Largest Position
$17.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wbi Investments, Llc | 4.38% | 683,276 | $17,662,681 | $18,203,634 | +$540,953 | +3.06% | |
| Maridea Wealth Management Llc | 1.77% | 628,124 | $16,237,002 | $16,734,291 | +$497,289 | +3.06% | |
| Envestnet Asset Management Inc | 0.00% | 145,367 | $3,757,727 | $3,872,824 | +$115,097 | +3.06% | |
| Lpl Financial Llc | 0.00% | 42,685 | $1,103,405 | $1,137,201 | +$33,796 | +3.06% | |
| Advyzon Investment Management, Llc | 0.08% | 41,843 | $1,081,642 | $1,114,769 | +$33,127 | +3.06% | |
| Ausdal Financial Partners, Inc. | 0.04% | 41,843 | $1,081,642 | $1,114,769 | +$33,127 | +3.06% | |
| Susquehanna International Group, Llp | 0.00% | 23,139 | $598,143 | $616,462 | +$18,319 | +3.06% | |
| World Investment Advisors | 0.01% | 22,102 | $571,337 | $588,835 | +$17,498 | +3.06% | |
| Cetera Investment Advisers | 0.00% | 19,278 | $498,338 | $513,599 | +$15,261 | +3.06% | |
| Osaic Holdings, Inc. | 0.00% | 10,272 | $265,531 | $273,664 | +$8,133 | +3.06% | |
| Southland Equity Partners Llc | 0.04% | 9,488 | $241,280 | $252,776 | +$11,496 | +4.76% | |
| Ubs Group Ag | 0.00% | 566 | $14,631 | $15,079 | +$448 | +3.06% | |
| Morgan Stanley | 0.00% | 1 | $51 | $27 | -$24 | -47.76% |
Frequently asked questions about WBIG
Who are the largest institutional holders of WBIG?
The largest institutional holders of WBIG reported in the latest SEC Form 13F filings include Wbi Investments, Llc, Maridea Wealth Management Llc, Envestnet Asset Management Inc, Lpl Financial Llc, and Advyzon Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported WBIG position.
What is WBIG institutional ownership?
This page tracks WBIG positions reported by institutional investment managers through SEC Form 13F. WBI BULLBEAR YIELD 3000 ETF (WBIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WBIG?
InsiderSet currently tracks 13 institutional managers reporting WBIG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WBIG shareholders.
How much WBIG stock do institutions own?
Institutional investment managers disclosed approximately $43.11M in WBIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WBIG institutional ownership last updated?
The latest WBIG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WBIG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WBIG position after the reporting date.
Are institutions buying or selling WBIG?
Institutional buying and selling can be analyzed by comparing WBIG positions across consecutive 13F reporting periods. InsiderSet's WBIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WBIG ownership changes.
How has WBIG institutional ownership changed over time?
InsiderSet tracks WBIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.