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WBI Power FactorTM High Dividend ETF

26 hedge funds and large institutions have $56.7M invested in WBI Power FactorTM High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
5
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WBI Investments
New Jersey
$24.2M -$8.6K -294 -0%
MWM
2
Maridea Wealth Management
New York
$13.6M -$327K -11,194 -2%
LPL Financial
3
LPL Financial
California
$4.33M -$319K -10,895 -7%
RW
4
Rockport Wealth
Ohio
$3.68M +$393K +13,436 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.81M -$170K -5,812 -6%
SWP
6
Stratos Wealth Partners
Ohio
$1.84M -$878 -30 -0%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$884K -$65.3K -2,233 -7%
Jane Street
8
Jane Street
New York
$720K -$200K -6,843 -22%
AIM
9
Advyzon Investment Management
Illinois
$629K +$629K +21,503 New
Morgan Stanley
10
Morgan Stanley
New York
$590K -$29.9K -1,021 -5%
PAG
11
Private Advisor Group
New Jersey
$531K -$1.37M -46,737 -72%
Osaic Holdings
12
Osaic Holdings
Arizona
$406K +$121K +4,076 +43%
Citadel Advisors
13
Citadel Advisors
Florida
$338K +$33.6K +1,150 +11%
SEP
14
Southland Equity Partners
Missouri
$309K -$15.6K -534 -5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$300K +$96.1K +3,284 +47%
HighTower Advisors
16
HighTower Advisors
Illinois
$294K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$246K +$246K +8,410 New
AWS
18
Atria Wealth Solutions
New York
$225K -$23.5K -761 -9%
KAS
19
Kestra Advisory Services
Texas
$223K -$14.9K -508 -6%
Raymond James Financial
20
Raymond James Financial
Florida
$213K -$137K -4,684 -39%
HI
21
Harbour Investments
Wisconsin
$210K -$24.9K -850 -11%
UBS Group
22
UBS Group
Switzerland
$122K +$73K +2,495 +150%
FDW
23
Fourth Dimension Wealth
Ohio
$20.5K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$7K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.27K -$6.63K -227 -67%