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AB Ultra Short Income ETF (YEAR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for AB Ultra Short Income ETF (NYSEARCA:YEAR)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$351.61M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$85.37M
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YEAR Institutional Buying and Selling by Quarter

AB Ultra Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Quantum Private Wealth LLC15,276$774K0.3%+15.1%0.052%
8/12/2025Cozad Asset Management Inc.17,318$877K0.1%+4.4%0.059%
8/12/2025Kensington Asset Management LLC100,131$5.07M0.4%N/A0.339%
8/11/2025Alteri Wealth LLC19,874$1.01M0.4%+301.0%0.068%
8/11/2025Rothschild Investment LLC4,450$225K0.0%+256.0%0.015%
8/8/2025 Kingsview Wealth Management LLC178,620$9.05M0.2%+10.6%0.611%
8/8/2025 Cetera Investment Advisers17,797$902K0.0%N/A0.061%
8/8/2025 Good Life Advisors LLC32,590$1.65M0.1%+12.9%0.111%
8/6/2025 Wedbush Securities Inc.352,154$17.84M0.6%N/A1.204%
8/5/2025 TME Financial Inc.18,158$920K0.7%+9.5%0.062%
8/5/2025 Claro Advisors LLC4,804$243K0.0%N/A0.016%
8/5/2025 Atlas Private Wealth Advisors125,714$6.37M0.8%N/A0.430%
8/4/2025 Flagship Harbor Advisors LLC75,746$3.84M0.2%-5.7%0.259%
8/1/2025 Envestnet Asset Management Inc.400,580$20.29M0.0%+101.3%1.369%
7/31/2025 Leavell Investment Management Inc.9,330$473K0.0%-3.6%0.032%
7/30/2025 D.A. Davidson & CO.178,833$9.06M0.1%+5.2%0.611%
7/29/2025 Private Trust Co. NA16,075$814K0.1%-3.3%0.055%
7/28/2025 RFG Advisory LLC9,131$463K0.0%+11.7%0.031%
7/28/2025 Moran Wealth Management LLC186,192$9.43M0.3%N/A0.637%
7/25/2025 Envestnet Portfolio Solutions Inc.15,198$770K0.0%+2.2%0.052%
7/25/2025 Concurrent Investment Advisors LLC11,467$581K0.0%-3.2%0.039%
7/23/2025 Laraway Financial Advisors Inc7,602$385K0.3%-11.9%0.026%
7/22/2025 Belpointe Asset Management LLC5,095$258K0.0%-16.0%0.017%
7/22/2025 Wealthcare Advisory Partners LLC26,676$1.35M0.0%+5.5%0.091%
7/22/2025 USAdvisors Wealth Management LLC26,034$1.32M0.5%+13.8%0.089%
7/18/2025 Trilogy Capital Inc.21,176$1.07M0.1%-27.6%0.072%
7/18/2025 Truist Financial Corp214,678$10.88M0.0%-2.3%0.734%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH5,148$261K0.1%-5.7%0.018%
7/17/2025 Wagner Wealth Management LLC793,289$40.19M9.2%+9,882.2%2.731%
7/17/2025 PMG Wealth Management Inc.77,249$3.90M3.2%+10.6%0.266%
7/16/2025 BOS Asset Management LLC828,866$41.99M13.4%-5.3%2.853%
7/14/2025 S.A. Mason LLC2,353$119K0.1%N/A0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC27,917$1.41M0.0%+3.5%0.096%
7/8/2025 Lowe Wealth Advisors LLC27,611$1.40M0.5%+4.2%0.095%
7/7/2025 Accelerate Investment Advisors LLC4,808$244K0.2%-4.3%0.017%
5/28/2025 Ellsworth Advisors LLC33,437$1.69M0.4%-33.0%0.120%
5/22/2025 BOS Asset Management LLC875,669$44.32M15.2%+13.2%3.150%
5/20/2025 Belpointe Asset Management LLC6,068$307K0.0%N/A0.022%
5/19/2025Jane Street Group LLC23,700$1.20M0.0%-59.2%0.085%
5/16/2025NewEdge Advisors LLC37,435$1.90M0.0%+26.9%0.135%
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5/16/2025Integrated Wealth Concepts LLC60,042$3.04M0.0%+946.0%0.216%
5/16/2025Alliancebernstein L.P.13,824,125$699.64M0.3%+8.8%49.727%
5/15/2025WPG Advisers LLC34,934$1.77M1.6%N/A0.126%
5/14/2025Kestra Advisory Services LLC81,617$4.13M0.0%+46.6%0.294%
5/14/2025Flow Traders U.S. LLC24,734$1.25M0.1%N/A0.089%
5/14/2025 Laraway Financial Advisors Inc8,631$437K0.3%+19.8%0.031%
5/13/2025Raymond James Financial Inc.462,210$23.39M0.0%-23.2%1.663%
5/13/2025Nations Financial Group Inc. IA ADV51,141$2.59M0.2%+15.3%0.184%
5/8/2025 MMA Asset Management LLC5,214$264K0.1%N/A0.020%
5/8/2025Cozad Asset Management Inc.16,592$840K0.1%-6.7%0.063%
5/7/2025N.E.W. Advisory Services LLC19,999$1.01M0.1%+26.8%0.075%
5/7/2025LPL Financial LLC3,145,456$159.19M0.1%+6.6%11.856%
5/7/2025Alteri Wealth LLC4,956$251K0.1%-30.1%0.019%
5/7/2025 Trilogy Capital Inc.29,266$1.48M0.1%-13.1%0.110%
5/6/2025 USAdvisors Wealth Management LLC22,868$1.16M0.4%+6.9%0.086%
5/6/2025 Avantax Advisory Services Inc.12,389$627K0.0%-15.5%0.047%
5/5/2025Private Advisor Group LLC328,279$16.61M0.1%+46.5%1.237%
5/2/2025 Kingsview Wealth Management LLC161,446$8.17M0.2%+5.6%0.609%
4/30/2025 Leavell Investment Management Inc.9,680$490K0.0%-18.4%0.036%
4/29/2025 Envestnet Asset Management Inc.198,962$10.07M0.0%-42.1%0.750%
4/29/2025 Concurrent Investment Advisors LLC11,852$600K0.0%N/A0.045%
4/28/2025 D.A. Davidson & CO.169,943$8.60M0.1%+8.5%0.641%
4/28/2025Weaver Consulting Group5,259$266K0.1%-4.3%0.020%
4/25/2025Guerra Advisors Inc6,823$345K0.2%N/A0.026%
4/23/2025 Oppenheimer Asset Management Inc.95,504$4.83M0.1%-1.2%0.360%
4/22/2025 Flagship Harbor Advisors LLC80,299$4.06M0.2%-20.2%0.303%
4/22/2025 Encompass Wealth Advisors LLC12,877$652K0.3%-2.2%0.049%
4/22/2025 Cambridge Investment Research Advisors Inc.69,807$3.53M0.0%-53.1%0.263%
4/17/2025 Good Life Advisors LLC28,854$1.46M0.1%+12.0%0.115%
4/16/2025 Wealth Enhancement Advisory Services LLC26,963$1.37M0.0%-16.4%0.108%
4/15/2025 Wealthcare Advisory Partners LLC25,280$1.28M0.0%+39.8%0.101%
4/10/2025 Fermata Advisors LLC6,395$324K0.1%-25.9%0.025%
4/9/2025 RFG Advisory LLC8,173$414K0.0%+17.5%0.033%
4/9/2025 Merit Financial Group LLC5,372$272K0.0%-28.0%0.021%
4/9/2025 PMG Wealth Management Inc.69,845$3.52M3.7%+2.8%0.278%
4/8/2025Rothschild Investment LLC1,250$63K0.0%+66.7%0.005%
4/8/2025 Lowe Wealth Advisors LLC26,510$1.34M0.6%+12.0%0.106%
3/17/2025 Wealth Enhancement Advisory Services LLC32,240$1.62M0.0%+408.5%0.133%
2/17/2025 Cetera Investment Advisers3,993$201K0.0%-33.6%0.021%
2/17/2025Ameriprise Financial Inc.5,695$287K0.0%N/A0.030%
2/17/2025Alteri Wealth LLC7,086$357K0.1%N/A0.037%
2/14/2025Jane Street Group LLC58,044$2.92M0.0%+209.4%0.301%
2/14/2025Comerica Bank9,151$461K0.0%+7.2%0.047%
2/14/2025Integrated Wealth Concepts LLC5,740$289K0.0%+20.2%0.030%
2/14/2025IHT Wealth Management LLC41,407$2.09M0.1%+64.8%0.215%
2/14/2025Stifel Financial Corp53,394$2.69M0.0%-3.9%0.277%
2/14/2025 OneDigital Investment Advisors LLC7,328$369K0.0%N/A0.038%
2/14/2025 BOS Asset Management LLC773,658$38.95M14.0%+4.8%4.009%
2/13/2025NewEdge Advisors LLC29,502$1.49M0.0%+133.8%0.153%
2/13/2025Main Street Financial Solutions LLC15,210$766K0.1%N/A0.079%
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2/13/2025Mariner LLC302,684$15.24M0.0%+515.7%1.568%
2/13/2025 TME Financial Inc.19,039$968K0.9%N/A0.099%
2/13/2025Raymond James Financial Inc.602,197$30.32M0.0%N/A3.120%
2/13/2025 Envestnet Asset Management Inc.343,742$17.31M0.0%+7.2%1.781%
2/13/2025Wells Fargo & Company MN542,081$27.29M0.0%+6.0%2.809%
2/12/2025Alliancebernstein L.P.12,706,032$639.75M0.2%-5.2%65.834%
2/12/2025Ausdal Financial Partners Inc.177,212$8.92M0.8%+13.4%0.918%
2/11/2025LPL Financial LLC2,951,236$148.60M0.1%+10.9%15.291%
2/10/2025Cozad Asset Management Inc.17,776$895K0.1%+35.0%0.092%
2/10/2025Corient Private Wealth LLC8,897$448K0.0%-49.4%0.046%
(Data available from 1/1/2016 forward)

YEAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of YEAR shares?

During the previous two years, 90 institutional investors and hedge funds held shares of AB Ultra Short Income ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($699.64M), LPL Financial LLC ($159.19M), BOS Asset Management LLC ($41.99M), Wagner Wealth Management LLC ($40.19M), Wells Fargo & Company MN ($27.29M), Raymond James Financial Inc. ($23.39M), and Envestnet Asset Management Inc. ($20.29M).Learn more on AB Ultra Short Income ETF's institutional investors.

Which institutional investors have been buying AB Ultra Short Income ETF's stock?

Of the 85 institutional investors that purchased AB Ultra Short Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.39M), Raymond James Financial Inc. ($1.20M), Alliancebernstein L.P. ($1.12M), Wagner Wealth Management LLC ($785.34K), BOS Asset Management LLC ($753.58K), Kestra Advisory Services LLC ($364.65K), and Wedbush Securities Inc. ($352.15K).

How much institutional buying is happening at AB Ultra Short Income ETF?

Institutional investors have bought a total of 6,954,719 shares in the last 24 months. This purchase volume represents approximately $351.61M in transactions.

Which of AB Ultra Short Income ETF's major shareholders have been selling company stock?

Of the 35 institutional investors that sold AB Ultra Short Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($694.79K), Fermata Advisors LLC ($284.78K), Jane Street Group LLC ($149.76K), Envestnet Asset Management Inc. ($144.78K), Raymond James Financial Inc. ($139.99K), Cambridge Investment Research Advisors Inc. ($79.10K), and BOS Asset Management LLC ($46.80K).

How much institutional selling is happening at AB Ultra Short Income ETF?

Institutional investors have sold a total of 1,688,487 shares in the last 24 months. This volume of shares sold represents approximately $85.37M in transactions.



This page (NYSEARCA:YEAR) was last updated on 8/12/2025 by MarketBeat.com Staff
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