HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WBIY Share Count | ||||
| Stratos Wealth Partners LTD. | 43,905 | 51,660 | +7,755 | +17.66% |
| Private Advisor Group LLC | 63,172 | 63,567 | +395 | +0.63% |
| 13F Filers Reporting New Positions In WBIY | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| FMR LLC | 0 | 276 | +276 | +100% |
| Founders Financial Securities LLC | 0 | 34,092 | +34,092 | +100% |
| Citadel Advisors LLC | 0 | 10,663 | +10,663 | +100% |
| UBS Group AG | 0 | 1,323 | +1,323 | +100% |
| Advisor Resource Council | 0 | 13,226 | +13,226 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Raymond James & Associates | 18,900 | 18,900 | UNCH | 0.00% |
| HighTower Advisors LLC | 11,092 | 11,092 | UNCH | 0.00% |
| Spire Wealth Management | 139 | 139 | UNCH | 0.00% |
| Householder Group Estate & Retirement Specialist LLC | 2,400 | 2,400 | UNCH | 0.00% |
| 13F Filers Decreasing WBIY Share Count | ||||
| Cetera Advisor Networks LLC | 30,721 | 16,841 | -13,880 | -45.18% |
| Susquehanna International Group LLP | 34,739 | 21,211 | -13,528 | -38.94% |
| Advisor Group Holdings Inc. | 94,886 | 69,255 | -25,631 | -27.01% |
| Envestnet Asset Management Inc. | 110,248 | 90,344 | -19,904 | -18.05% |
| Bank of New York Mellon Corp | 9,356 | 7,844 | -1,512 | -16.16% |
| Atria Wealth Solutions Inc. | 11,212 | 9,446 | -1,766 | -15.75% |
| Royal Bank of Canada | 8,974 | 7,739 | -1,235 | -13.76% |
| Jane Street Group LLC | 38,750 | 34,352 | -4,398 | -11.35% |
| Cetera Advisors LLC | 14,191 | 12,640 | -1,551 | -10.93% |
| WBI Investments | 1,102,034 | 986,103 | -115,931 | -10.52% |
| LPL Financial LLC | 119,307 | 111,611 | -7,696 | -6.45% |
| Morgan Stanley | 29,955 | 28,526 | -1,429 | -4.77% |
| Southland Equity Partners LLC | 17,938 | 17,288 | -650 | -3.62% |
| Cetera Investment Advisers | 32,354 | 31,381 | -973 | -3.01% |
| Harbour Investments Inc. | 9,026 | 8,776 | -250 | -2.77% |
See Summary: Institutional Holders of WBIY
See Details: Top 10 Hedge Funds Holding WBIY
