WBI Power Factor High Dividend Shares Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WBI INVESTMENTS, INC. | 02/13/2026 | 785.45 K | $25.13 M | 0.53% | 49.64% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 420.58 K | $13.46 M | -2.41% | 25.72% |
| LPL FINANCIAL LLC | 02/11/2026 | 146.04 K | $4.67 M | 3.47% | 9.21% |
| ROCKPORT WEALTH LLC | 02/06/2026 | 138.29 K | $4.43 M | 7.71% | 8.46% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 67.75 K | $2.17 M | -24.37% | 4.28% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 65.86 K | $2.11 M | -0.60% | 4.03% |
| GTS SECURITIES LLC | 02/13/2026 | 43.48 K | $1.39 M | 100.00% | 2.75% |
| MORGAN STANLEY | 02/13/2026 | 20.09 K | $642.73 K | 3.70% | 1.27% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 17.85 K | $571.33 K | -11.42% | 1.13% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 02/13/2026 | 17.85 K | $571.33 K | -11.42% | 1.13% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 16.37 K | $523.93 K | -5.22% | 1.03% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.85 K | $443.09 K | -48.68% | 0.88% |
| FOUNDERS FINANCIAL SECURITIES LLC | 02/10/2026 | 10.52 K | $336.51 K | 100.00% | 0.66% |
| SOUTHLAND EQUITY PARTNERS LLC | 01/14/2026 | 10.57 K | $338.11 K | 0.00% | 0.65% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 10.05 K | $321.60 K | 0.00% | 0.63% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 9.89 K | $316.35 K | 100.00% | 0.60% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 9.13 K | $292.00 K | 5.65% | 0.57% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.97 K | $255.02 K | 7.55% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 6.81 K | $217.76 K | 100.00% | 0.43% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 6.33 K | $202.43 K | -5.95% | 0.40% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.18 K | $37.83 K | 100.00% | 0.07% |
| 02/17/2026 | 1.07 K | $34.09 K | 100.00% | 0.07% | |
| ASSETMARK, INC | 01/23/2026 | 615 | $19.68 K | 0.00% | 0.04% |
| FOURTH DIMENSION WEALTH, LLC | 02/04/2026 | 604 | $19.33 K | -13.71% | 0.04% |
| FMR LLC | 02/17/2026 | 418 | $13.37 K | -12.73% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 13 | $416 | -99.65% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WBI Power Factor High Dividend Shares institutional Ownership - FAQ's
During the previous two years, 29 institutional investors and hedge funds held shares of WBI Power Factor High Dividend Shares. The most heavily invested institutionals were:
Rockport Wealth LLC: 0
Kestra Advisory Services, LLC: 0
FOUNDERS FINANCIAL SECURITIES LLC: 0
WBI INVESTMENTS, INC.: 785,446
LPL Financial LLC: 146,041
Rockport Wealth LLC: 138,292
111.83% of WBI Power Factor High Dividend Shares stock is owned by institutional investors.
Institutional investors have bought a total of 1.57 M shares in the last 24 months. This purchase volume represents approximately $53.64 M in transactions.