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AB Ultra Short Income ETF (YEAR) Institutional Ownership

$50.53 +0.01 (+0.02%)
(As of 12/20/2024 04:34 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$132.01M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$32.76M
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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
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%
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%
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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%
7/31/2024Commonwealth 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%
7/26/2024 Cambridge 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%
7/16/2024 Envestnet Portfolio Solutions Inc.13,541$684K0.0%+7.8%0.070%
7/16/2024 Great 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%
5/10/2024 Osaic 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%
5/8/2024 Avantax Advisory Services Inc.11,231$567K0.0%+17.9%0.058%
5/7/2024 BOS Asset Management LLC257,275$13.00M6.8%-14.9%1.333%
5/7/2024 Oppenheimer Asset Management Inc.88,216$4.46M0.1%-10.2%0.457%
5/6/2024 Envestnet Portfolio Solutions Inc.12,561$635K0.0%N/A0.065%
5/1/2024 Centric Wealth Management17,763$895K0.3%-79.5%0.092%
4/30/2024 Private Advisor Group LLC72,957$3.69M0.0%+23.4%0.378%
4/30/2024 Fortis Group Advisors LLC16,179$817K0.2%N/A0.084%
4/29/2024Commonwealth Equity Services LLC93,314$4.71M0.0%+20.3%0.496%
4/25/2024 Cambridge 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%
4/11/2024RFG Advisory LLC6,774$342K0.0%N/A0.073%
4/9/2024 Lowe Wealth Advisors LLC19,860$1.00M0.5%+31.6%0.215%
2/14/2024 ADAR1 Capital Management LLC10,000$503K0.2%N/A0.108%
2/9/2024 Cambridge Investment Research Advisors Inc.242,676$12.20M0.1%+868.8%2.629%
2/9/2024 D.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%
2/7/2024 Avantax Advisory Services Inc.9,528$479K0.0%+5.1%0.103%
2/6/2024 Centric 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%
2/6/2024 Private 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%
2/2/2024 Truist Financial Corp244,992$12.32M0.0%+9.1%2.654%
1/25/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH8,132$409K0.1%+4.4%0.088%
1/23/2024 Leavell Investment Management Inc.8,545$432K0.0%+98.7%0.093%
1/18/2024 Ellsworth Advisors LLC105,055$5.28M1.7%+1.2%1.138%
1/12/2024 Trilogy Capital Inc.36,406$1.83M0.1%-44.3%0.394%
1/11/2024 Ausdal Financial Partners Inc.138,758$6.98M0.9%+480.6%1.503%
1/10/2024 Cornerstone Wealth Management LLC9,156$460K0.0%N/A0.099%
1/5/2024 WealthPLAN Partners LLC25,782$1.30M0.1%+57.2%0.279%
1/5/2024 Lowe Wealth Advisors LLC15,095$759K0.4%+90.1%0.164%
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11/15/2023 Integrated Wealth Concepts LLC25,895$1.30M0.0%-37.3%0.281%
11/15/2023 WealthPlan Investment Management LLC16,396$823K0.1%N/A0.178%
11/14/2023 BOS Asset Management LLC316,468$15.89M11.7%-5.4%3.429%
11/13/2023 LPL Financial LLC1,703,603$85.52M0.1%+36.2%18.457%
11/13/2023 Envestnet Asset Management Inc.230,993$11.60M0.0%-1.2%2.503%
11/13/2023 Kestra Advisory Services LLC384,930$19.32M0.2%+732.8%4.170%
11/8/2023 Ausdal Financial Partners Inc.23,901$1.20M0.2%+489.1%0.259%
11/8/2023 Oppenheimer Asset Management Inc.100,422$5.04M0.1%-1.9%1.088%
11/8/2023 Kestra Private Wealth Services LLC25,944$1.30M0.0%+4.7%0.281%
11/7/2023 Kingsview Wealth Management LLC113,137$5.68M0.2%+3.5%1.226%
(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, 59 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), Kestra Advisory Services LLC ($19.32M), Osaic Holdings Inc. ($17.01M), Truist Financial Corp ($16.87M), 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 56 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 ($352.30K), Advisor Group Holdings Inc. ($328.87K), Cambridge Investment Research Advisors Inc. ($318.81K), Truist Financial Corp ($307.51K), 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 6,746,076 shares in the last 24 months. This purchase volume represents approximately $339.36M in transactions.

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

Of the 20 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 ($278.80K), 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 864,548 shares in the last 24 months. This volume of shares sold represents approximately $43.73M in transactions.



This page (NYSEARCA:YEAR) was last updated on 12/22/2024 by MarketBeat.com Staff
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