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AB Ultra Short Income ETF (YEAR) Institutional Ownership

AB Ultra Short Income ETF logo
$50.57 +0.01 (+0.02%)
As of 03/25/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$226.66M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$68.30M
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YEAR Institutional Buying and Selling by Quarter

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AB Ultra Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2025 Ameriprise Financial Inc.5,695$287K0.0%N/A0.030%
2/17/2025 Alteri Wealth LLC7,086$357K0.1%N/A0.037%
2/14/2025 Jane Street Group LLC58,044$2.92M0.0%+209.4%0.301%
2/14/2025 Comerica Bank9,151$461K0.0%+7.2%0.047%
2/14/2025 Integrated Wealth Concepts LLC5,740$289K0.0%+20.2%0.030%
2/14/2025 IHT Wealth Management LLC41,407$2.09M0.1%+64.8%0.215%
2/14/2025 Stifel 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%
2/13/2025 NewEdge Advisors LLC29,502$1.49M0.0%+133.8%0.153%
2/13/2025 Main Street Financial Solutions LLC15,210$766K0.1%N/A0.079%
2/13/2025 Mariner LLC302,684$15.24M0.0%+515.7%1.568%
2/13/2025 TME Financial Inc.19,039$968K0.9%N/A0.099%
2/13/2025 Raymond 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%
2/13/2025 Wells Fargo & Company MN542,081$27.29M0.0%+6.0%2.809%
2/12/2025 Alliancebernstein L.P.12,706,032$639.75M0.2%-5.2%65.834%
2/12/2025 Ausdal Financial Partners Inc.177,212$8.92M0.8%+13.4%0.918%
2/11/2025 LPL Financial LLC2,951,236$148.60M0.1%+10.9%15.291%
2/10/2025 Cozad Asset Management Inc.17,776$895K0.1%+35.0%0.092%
2/10/2025 Corient Private Wealth LLC8,897$448K0.0%-49.4%0.046%
2/10/2025 Envestnet Portfolio Solutions Inc.14,865$748K0.0%+8.8%0.077%
2/10/2025 Commonwealth Equity Services LLC179,102$9.02M0.0%+8.0%0.928%
2/10/2025 Avantax Advisory Services Inc.14,665$738K0.0%+23.5%0.076%
2/7/2025 Independent Advisor Alliance19,870$1M0.0%N/A0.103%
2/7/2025 Moran Wealth Management LLC106,058$5.34M0.2%N/A0.550%
2/6/2025 Raymond James Financial Inc.602,197$30.32M0.0%N/A3.120%
2/6/2025 Steward Partners Investment Advisory LLC2,700$136K0.0%+440.0%0.014%
2/5/2025 Private Trust Co. NA16,696$841K0.1%-1.7%0.087%
2/5/2025 Oppenheimer Asset Management Inc.96,694$4.87M0.1%+2.3%0.501%
2/4/2025 Rothschild Investment LLC750$38K0.0%N/A0.004%
2/4/2025 MONECO Advisors LLC12,038$606K0.1%-14.1%0.062%
2/3/2025 PMG Wealth Management Inc.67,964$3.42M3.1%N/A0.352%
2/3/2025 Private Advisor Group LLC224,115$11.28M0.1%+21.8%1.161%
1/31/2025 D.A. Davidson & CO.156,618$7.89M0.1%+5.4%0.811%
1/31/2025 Truist Financial Corp407,400$20.51M0.0%+6.6%2.111%
1/31/2025 Sanctuary Advisors LLC31,422$1.59M0.0%-3.1%0.163%
1/30/2025 Quantum Private Wealth LLC10,272$517K0.2%+24.2%0.053%
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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%
11/25/2024 Sanctuary Advisors LLC32,422$1.64M0.0%+166.0%0.168%
11/15/2024 MML Investors Services LLC16,268$827K0.0%+1.6%0.084%
11/15/2024 Laraway Financial Advisors Inc7,206$366K0.3%N/A0.037%
11/15/2024 Jane Street Group LLC18,760$954K0.0%-86.0%0.097%
11/15/2024 Stifel Financial Corp55,553$2.83M0.0%+8.8%0.288%
11/15/2024 IHT Wealth Management LLC25,127$1.28M0.0%-35.2%0.130%
11/15/2024 Integrated Wealth Concepts LLC4,774$243K0.0%+20.2%0.025%
11/15/2024 Hilltop Holdings Inc.8,500$432K0.0%N/A0.044%
11/14/2024 Flow Traders U.S. LLC22,653$1.15M0.1%+168.5%0.117%
11/13/2024 D.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%
11/12/2024 Great Valley Advisor Group Inc.15,345$780K0.0%+3.7%0.080%
11/9/2024 LPL Financial LLC2,661,772$135.34M0.1%+0.9%13.792%
11/6/2024 Oppenheimer 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%
10/31/2024 Cozad Asset Management Inc.13,165$669K0.1%+198.2%0.068%
10/25/2024 MONECO Advisors LLC14,021$713K0.1%N/A0.073%
10/22/2024 Private 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%
10/16/2024 Good Life Advisors LLC25,762$1.31M0.1%N/A0.133%
10/16/2024 Cornerstone Wealth Management LLC10,580$538K0.0%+15.2%0.055%
10/16/2024 BOS Asset Management LLC738,334$37.54M13.8%+102.5%3.826%
10/15/2024 SWS 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%
10/4/2024 Ausdal 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%
9/5/2024 Sanctuary Advisors LLC12,187$614K0.0%N/A0.063%
8/21/2024 Truist Financial Corp334,003$16.87M0.0%+10.8%1.731%
8/16/2024 Magnolia Capital Advisors LLC132,736$6.71M0.2%N/A0.688%
8/8/2024 Envestnet Asset Management Inc.297,922$15.05M0.0%+13.2%1.544%
8/8/2024 Oppenheimer Asset Management Inc.96,185$4.86M0.1%+9.0%0.498%
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8/8/2024 LPL 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%
8/6/2024 Ausdal Financial Partners Inc.111,854$5.65M0.6%+6.7%0.580%
8/5/2024 Private 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%
8/2/2024 Cozad Asset Management Inc.4,415$223K0.0%N/A0.023%
8/1/2024 D.A. Davidson & CO.139,011$7.02M0.1%+4.5%0.720%
7/31/2024 Commonwealth Equity Services LLC123,339$6.23M0.0%+32.2%0.639%
7/30/2024 BOS Asset Management LLC364,654$18.42M8.5%+41.7%1.889%
7/27/2024 HB Wealth Management LLC10,599$535K0.0%N/A0.055%
(Data available from 1/1/2016 forward)

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YEAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of YEAR shares?

During the previous two years, 79 institutional investors and hedge funds held shares of AB Ultra Short Income ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($639.75M), LPL Financial LLC ($148.60M), BOS Asset Management LLC ($38.95M), Raymond James Financial Inc. ($30.32M), Wells Fargo & Company MN ($27.29M), Truist Financial Corp ($20.51M), and Kestra Advisory Services LLC ($19.32M).Learn more on YEAR's institutional investors.

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

Of the 74 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 ($2.14M), Raymond James Financial Inc. ($1.20M), BOS Asset Management LLC ($850.98K), Kestra Advisory Services LLC ($344.36K), Truist Financial Corp ($332.59K), Cambridge Investment Research Advisors Inc. ($314.32K), 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 8,317,765 shares in the last 24 months. This purchase volume represents approximately $418.83M in transactions.

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

Of the 29 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: Alliancebernstein L.P. ($694.79K), 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), and Ellsworth Advisors LLC ($62.25K).

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

Institutional investors have sold a total of 1,601,547 shares in the last 24 months. This volume of shares sold represents approximately $80.84M in transactions.



This page (NYSEARCA:YEAR) was last updated on 3/26/2025 by MarketBeat.com Staff
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