WABF Western Asset Bond ETF
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Institutional owners (13F) 8 filers · $15.0M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 (0 vs prior Q) | 1 (0 vs prior Q) | 3 (0 vs prior Q) | 1 (-1 vs prior Q) | -7K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC | $9,146,523 | 366,000 | 61.01% | Shares |
| Landmark Wealth Management, LLC | $5,012,562 | 200,579 | 33.43% | Shares |
| Encompass More Asset Management | $474,796 | 18,999 | 3.17% | Shares |
| JANE STREET GROUP, LLC | $293,763 | 11,755 | 1.96% | Shares |
| OSAIC HOLDINGS, INC. | $57,051 | 2,283 | 0.38% | Shares |
| JPMORGAN CHASE & CO | $5,287 | 211 | 0.04% | Shares |
| Cape Investment Advisory, Inc. | $2,499 | 100 | 0.02% | Shares |
| AE Wealth Management LLC | $200 | 8 | 0.00% | Shares |