Skip to content

WBIG ABSOLUTE SHS TR

Follow

WBI BBR YLD 3000 (fund)

13 managers (13 13F filers) reported a position in WBIG shares at 2026-06-30, 1,667,984 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
1
Added
3
Reduced
6
Sold out
1
Shares held by filers
1,667,984

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC683,276$17.7M4.38%-59,83213F-HRTimelineGroup
Maridea Wealth Management LLC628,124$16.2M1.77%-36,06113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,367$3.76M<0.01%-5,82013F-HRTimelineGroup
LPL Financial LLC42,685$1.1M<0.01%-6,42613F-HRTimeline
Ausdal Financial Partners, Inc.41,843$1.08M0.04%+53913F-HRTimeline
Advyzon Investment Management, LLC41,843$1.08M0.08%+53913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,139$598K<0.01%+11,20813F-HRTimelineGroup
World Investment Advisors22,102$571K0.01%-8,34713F-HRTimeline
Cetera Investment Advisers19,278$498K<0.01%-2,81313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,272$266K<0.01%013F-HRTimelineGroup
Southland Equity Partners LLC9,488$245K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG566$14.6K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$51<0.01%013F-HRTimelineGroup