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Disclosery

WBIL ABSOLUTE SHS TR

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WBI BBR QTY 3000 (fund)

11 managers (12 13F filers) reported a position in WBIL shares at 2026-03-31, 1,808,037 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
11
13F filers
12
New
2
Added
4
Reduced
4
Sold out
2
Shares held by filers
1,808,037

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Maridea Wealth Management LLC463,155$15.6M2.27%-29,03713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC79,781$2.68M<0.01%-9,79913F-HRTimelineGroup
Ausdal Financial Partners, Inc.31,466$1.06M0.05%+37413F-HRTimeline
Advyzon Investment Management, LLC31,466$1.06M0.09%+37413F-HRTimeline
LPL Financial LLC30,621$1.03M<0.01%-8,27413F-HRTimeline
GTS SECURITIES LLC19,553$657K0.02%+7,67013F-HRTimeline
Cetera Investment Advisers14,458$485K<0.01%-68113F-HRTimeline
World Investment Advisors14,013$471K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,068$170K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG382$12.8K<0.01%new13F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline