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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)
47
Total
Institutional Inflows
(last 12 months)
$131.79M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$32.66M
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Skip Chart & View Institutional Buying and Selling Data

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
1/31/2025D.A. Davidson & CO.156,618$7.89M0.1%+5.4%0.811%
1/31/2025Truist Financial Corp407,400$20.51M0.0%+6.6%2.111%
1/31/2025Sanctuary Advisors LLC31,422$1.59M0.0%-3.1%0.163%
1/30/2025 Quantum Private Wealth LLC10,272$517K0.2%+24.2%0.053%
1/30/2025 Nations Financial Group Inc. IA ADV44,352$2.23M0.2%N/A0.230%
1/29/2025 Leavell Investment Management Inc.11,864$601K0.0%-21.1%0.061%
1/28/2025 Kingsview Wealth Management LLC152,894$7.70M0.1%+9.3%0.792%
1/27/2025 Trilogy Capital Inc.33,674$1.70M0.1%+11.2%0.174%
1/24/2025 Magnolia Capital Advisors LLC4,716$237K0.1%N/A0.024%
1/24/2025 N.E.W. Advisory Services LLC15,772$794K0.1%-26.2%0.082%
1/23/2025 USAdvisors Wealth Management LLC21,390$1.08M0.4%N/A0.111%
1/21/2025 Flagship Harbor Advisors LLC100,569$5.06M0.3%+11.0%0.521%
1/21/2025 Cornerstone Wealth Management LLC11,087$558K0.0%+4.8%0.057%
1/16/2025 Ellsworth Advisors LLC49,922$2.51M0.7%+12.3%0.259%
1/15/2025 Wealthcare Advisory Partners LLC18,086$911K0.0%+14.8%0.094%
1/15/2025 Fermata Advisors LLC8,632$435K0.1%-30.2%0.045%
1/13/2025 Accelerate Investment Advisors LLC5,026$253K0.2%-72.9%0.026%
1/10/2025 Lowe Wealth Advisors LLC23,675$1.19M0.5%+6.9%0.123%
11/25/2024Sanctuary Advisors LLC32,422$1.64M0.0%+166.0%0.168%
11/15/2024MML Investors Services LLC16,268$827K0.0%+1.6%0.084%
11/15/2024Laraway Financial Advisors Inc7,206$366K0.3%N/A0.037%
11/15/2024Jane Street Group LLC18,760$954K0.0%-86.0%0.097%
11/15/2024Stifel Financial Corp55,553$2.83M0.0%+8.8%0.288%
11/15/2024IHT Wealth Management LLC25,127$1.28M0.0%-35.2%0.130%
11/15/2024Integrated Wealth Concepts LLC4,774$243K0.0%+20.2%0.025%
11/15/2024Hilltop Holdings Inc.8,500$432K0.0%N/A0.044%
11/14/2024Flow Traders U.S. LLC22,653$1.15M0.1%+168.5%0.117%
11/13/2024D.A. Davidson & CO.148,536$7.55M0.1%+6.9%0.770%
11/12/2024 Kingsview Wealth Management LLC139,921$7.11M0.1%+17.8%0.725%
11/12/2024Great Valley Advisor Group Inc.15,345$780K0.0%+3.7%0.080%
11/9/2024LPL Financial LLC2,661,772$135.34M0.1%+0.9%13.792%
11/6/2024Oppenheimer Asset Management Inc.94,559$4.81M0.1%-1.7%0.490%
11/1/2024 Leavell Investment Management Inc.15,044$765K0.0%+13.4%0.078%
11/1/2024 Quantum Private Wealth LLC8,270$420K0.1%-10.8%0.043%
10/31/2024Cozad Asset Management Inc.13,165$669K0.1%+198.2%0.068%
10/25/2024MONECO Advisors LLC14,021$713K0.1%N/A0.073%
10/22/2024Private Advisor Group LLC183,951$9.35M0.1%+75.0%0.953%
10/21/2024 Trilogy Capital Inc.30,276$1.54M0.1%+6.5%0.157%
10/18/2024Raymond James & Associates114,434$5.82M0.0%+371.3%0.593%
10/17/2024 Ellsworth Advisors LLC44,435$2.26M0.6%-18.8%0.230%
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10/16/2024Good Life Advisors LLC25,762$1.31M0.1%N/A0.133%
10/16/2024 Cornerstone Wealth Management LLC10,580$538K0.0%+15.2%0.055%
10/16/2024BOS Asset Management LLC738,334$37.54M13.8%+102.5%3.826%
10/15/2024SWS Partners16,833$856K0.3%-16.5%0.087%
10/11/2024 Accelerate Investment Advisors LLC18,569$944K0.9%N/A0.096%
10/10/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH5,449$277K0.1%-10.7%0.028%
10/9/2024 Fermata Advisors LLC12,375$629K0.1%-95.8%0.064%
10/4/2024Ausdal Financial Partners Inc.156,274$7.95M0.8%+39.7%0.810%
10/2/2024 Lowe Wealth Advisors LLC22,153$1.13M0.5%+3.6%0.115%
9/5/2024Sanctuary Advisors LLC12,187$614K0.0%N/A0.063%
8/21/2024Truist Financial Corp334,003$16.87M0.0%+10.8%1.731%
8/16/2024 Magnolia Capital Advisors LLC132,736$6.71M0.2%N/A0.688%
8/8/2024Envestnet Asset Management Inc.297,922$15.05M0.0%+13.2%1.544%
8/8/2024Oppenheimer Asset Management Inc.96,185$4.86M0.1%+9.0%0.498%
8/8/2024LPL Financial LLC2,638,502$133.28M0.1%+19.7%13.671%
8/7/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,099$308K0.1%-7.4%0.032%
8/6/2024Ausdal Financial Partners Inc.111,854$5.65M0.6%+6.7%0.580%
8/5/2024Private Advisor Group LLC105,086$5.31M0.0%+44.0%0.544%
8/5/2024 N.E.W. Advisory Services LLC22,231$1.12M0.1%-12.6%0.115%
8/2/2024Cozad Asset Management Inc.4,415$223K0.0%N/A0.023%
8/1/2024D.A. Davidson & CO.139,011$7.02M0.1%+4.5%0.720%
7/31/2024Commonwealth Equity Services LLC123,339$6.23M0.0%+32.2%0.639%
7/30/2024BOS Asset Management LLC364,654$18.42M8.5%+41.7%1.889%
7/27/2024 HB Wealth Management LLC10,599$535K0.0%N/A0.055%
7/26/2024Cambridge Investment Research Advisors Inc.276,778$13.98M0.1%+18.8%1.434%
7/24/2024Unique Wealth Strategies LLC1,625$82K0.0%N/A0.008%
7/19/2024Raymond James & Associates24,279$1.23M0.0%N/A0.126%
7/18/2024 Ellsworth Advisors LLC54,732$2.77M0.8%-43.5%0.284%
7/16/2024Envestnet Portfolio Solutions Inc.13,541$684K0.0%+7.8%0.070%
7/16/2024Great Valley Advisor Group Inc.14,802$748K0.0%+24.4%0.077%
7/13/2024 Fermata Advisors LLC291,179$14.71M3.4%N/A1.509%
7/9/2024 Lowe Wealth Advisors LLC21,380$1.08M0.5%+7.7%0.111%
5/10/2024Osaic Holdings Inc.336,711$17.01M0.0%+2.7%1.745%
5/9/2024 Kingsview Wealth Management LLC115,062$5.81M0.1%-2.6%0.596%
5/8/2024Avantax Advisory Services Inc.11,231$567K0.0%+17.9%0.058%
5/7/2024BOS Asset Management LLC257,275$13.00M6.8%-14.9%1.333%
5/7/2024Oppenheimer Asset Management Inc.88,216$4.46M0.1%-10.2%0.457%
5/6/2024Envestnet Portfolio Solutions Inc.12,561$635K0.0%N/A0.065%
5/1/2024Centric Wealth Management17,763$895K0.3%-79.5%0.092%
4/30/2024Private Advisor Group LLC72,957$3.69M0.0%+23.4%0.378%
4/30/2024Fortis Group Advisors LLC16,179$817K0.2%N/A0.084%
4/29/2024Commonwealth Equity Services LLC93,314$4.71M0.0%+20.3%0.496%
4/25/2024Cambridge Investment Research Advisors Inc.232,945$11.77M0.0%-4.0%1.239%
4/24/2024 Leavell Investment Management Inc.10,950$553K0.0%+28.1%0.058%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,588$333K0.1%-19.0%0.035%
4/17/2024 Trilogy Capital Inc.30,542$1.54M0.1%-16.1%0.162%
4/16/2024 Weaver Consulting Group10,747$543K0.2%+22.9%0.057%
4/15/2024 Wealthcare Advisory Partners LLC10,599$535K0.0%+13.3%0.056%
4/11/2024 RFG Advisory LLC6,774$342K0.0%N/A0.073%
4/9/2024 Lowe Wealth Advisors LLC19,860$1.00M0.5%+31.6%0.215%
Elon Social Security shock? (Ad)

“A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. One Boston based think tank believes it could have drastic impacts on your money and life in America.

2/14/2024ADAR1 Capital Management LLC10,000$503K0.2%N/A0.108%
2/9/2024Cambridge Investment Research Advisors Inc.242,676$12.20M0.1%+868.8%2.629%
2/9/2024D.A. Davidson & CO.86,810$4.37M0.0%N/A0.941%
2/8/2024 Kingsview Wealth Management LLC118,100$5.94M0.2%+4.4%1.280%
2/7/2024Avantax Advisory Services Inc.9,528$479K0.0%+5.1%0.103%
2/6/2024Centric Wealth Management86,700$4.37M1.4%-2.5%0.939%
2/6/2024 N.E.W. Advisory Services LLC71,428$3.59M0.4%+47.6%0.774%
2/6/2024Private Advisor Group LLC59,129$2.97M0.0%+71.1%0.641%
2/5/2024 Kestra Private Wealth Services LLC27,028$1.36M0.0%+4.2%0.293%
2/2/2024Truist Financial Corp244,992$12.32M0.0%+9.1%2.654%
(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, 60 institutional investors and hedge funds held shares of AB Ultra Short Income ETF. The most heavily invested institutionals were LPL Financial LLC ($135.34M), BOS Asset Management LLC ($37.54M), Truist Financial Corp ($20.51M), Kestra Advisory Services LLC ($19.32M), Osaic Holdings Inc. ($17.01M), Advisor Group Holdings Inc. ($16.43M), and Envestnet Asset Management Inc. ($15.05M).Learn more on YEAR's institutional investors.

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

Of the 57 institutional investors that purchased AB Ultra Short Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.16M), BOS Asset Management LLC ($815.66K), Kestra Advisory Services LLC ($344.36K), Truist Financial Corp ($332.59K), Advisor Group Holdings Inc. ($328.87K), Cambridge Investment Research Advisors Inc. ($318.81K), and Fermata Advisors LLC ($291.18K).

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

Institutional investors have bought a total of 6,771,767 shares in the last 24 months. This purchase volume represents approximately $340.70M in transactions.

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

Of the 23 institutional investors that sold AB Ultra Short Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fermata Advisors LLC ($282.55K), Osaic Holdings Inc. ($134.90K), Jane Street Group LLC ($115.41K), Centric Wealth Management ($71.12K), BOS Asset Management LLC ($63.08K), Ellsworth Advisors LLC ($62.25K), and Cambridge Investment Research Advisors Inc. ($42.03K).

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

Institutional investors have sold a total of 891,619 shares in the last 24 months. This volume of shares sold represents approximately $45.10M in transactions.



This page (NYSEARCA:YEAR) was last updated on 2/1/2025 by MarketBeat.com Staff
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