Explore more topics
Public ownership evidence

WBI Power Factor High Dividend ETF (WBIY) Ownership Disclosures

Read WBIY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 25 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Advyzon Investment Management, LLC2026-06-302026-08-1517,918$626,180None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,784$341,985None
GTS SECURITIES LLC2026-06-302026-08-1512,701$443,862None
Ausdal Financial Partners, Inc.2026-06-302026-08-1517,918$626,180None
World Investment Advisors2026-06-302026-08-157,394$258,398None
UBS Group AG2026-06-302026-08-14369$12,895None
MORGAN STANLEY2026-06-302026-08-1416,940$592,002None
MORGAN STANLEY2026-06-302026-08-141$42None
FMR LLC2026-06-302026-08-141,229$42,957None
Integrated Wealth Concepts LLC2026-06-302026-08-13650$22,716None
Cetera Investment Advisers2026-06-302026-08-1320,033$700,090None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-137,326$256,022None
Stratos Wealth Partners, LTD.2026-06-302026-08-1262,116$2,170,780None
WBI INVESTMENTS, LLC2026-06-302026-08-12861,831$30,118,400None
LPL Financial LLC2026-06-302026-08-08140,879$4,923,300None
Maridea Wealth Management LLC2026-06-302026-08-07392,719$13,724,342None
HighTower Advisors, LLC2026-06-302026-08-0610,050$351,217None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0458,249$2,035,628None
Fourth Dimension Wealth, LLC2026-06-302026-08-01454$15,866None
FOUNDERS FINANCIAL SECURITIES LLC2026-06-302026-08-0115,647$546,816None
Signature Equity Partners, LLC2026-06-302026-07-311,066$37,265None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3114,527$508,000None
ASSETMARK, INC2026-06-302026-07-31615$21,492None
Private Advisor Group, LLC2026-06-302026-07-2812,418$433,961None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2814,527$508,000None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.