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AB Disruptors ETF (FWD) Institutional Ownership

$130.48 +2.32 (+1.81%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AB Disruptors ETF (NYSEARCA:FWD)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$478.29M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.87M
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FWD Institutional Buying and Selling by Quarter

AB Disruptors ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.7,554$820K0.0%+6.1%0.040%
5/5/2026Geneos Wealth Management Inc.4,000$434K0.0%+33.3%0.021%
5/4/2026 Bleakley Financial Group LLC239,818$26.04M0.4%+538.4%1.276%
5/1/2026 Fifth Third Bancorp253$27K0.0%N/A0.001%
4/27/2026 World Investment Advisors2,235$243K0.0%N/A0.012%
4/27/2026 USAdvisors Wealth Management LLC17,664$1.83M0.6%+0.5%0.094%
4/27/2026 Private Advisor Group LLC36,915$4.01M0.0%+116.7%0.197%
4/27/2026 Trademark Financial Management LLC8,686$943K0.5%+89.3%0.046%
4/25/2026 KPP Advisory Services LLC73,387$7.97M1.2%+50.4%0.395%
4/24/2026 PW Advisors LLC FL6,774$735K0.6%N/A0.036%
4/24/2026 Wagner Wealth Management LLC1,369$149K0.0%+26.4%0.007%
4/18/2026 PMG Wealth Management Inc.60,469$6.57M4.7%N/A0.334%
3/17/2026Rockefeller Capital Management L.P.25,693$2.68M0.0%+20.4%0.199%
2/24/2026Anderson Financial Strategies LLC22,453$2.34M1.4%N/A0.174%
2/17/2026Osaic Holdings Inc.15,816$1.65M0.0%+23.0%0.123%
2/17/2026Advisory Services Network LLC19,708$2.06M0.0%+8.6%0.153%
2/17/2026Royal Bank of Canada1,224$128K0.0%N/A0.009%
2/16/2026 MML Investors Services LLC12,260$1.28M0.0%+24.3%0.095%
2/16/2026Mariner LLC7,616$795K0.0%+37.9%0.059%
2/13/2026 Kestra Advisory Services LLC1,055$110K0.0%N/A0.008%
2/13/2026Integrated Wealth Concepts LLC352,922$36.85M0.4%+31.9%2.736%
2/12/2026Jane Street Group LLC62,614$6.54M0.0%+804.8%0.485%
2/12/2026Steward Partners Investment Advisory LLC2,100$219K0.0%N/A0.016%
2/12/2026 Wedbush Securities Inc.19,965$2.09M0.1%-6.9%0.155%
2/11/2026 Janney Montgomery Scott LLC2,857$298K0.0%-6.3%0.022%
2/11/2026LPL Financial LLC513,283$53.59M0.0%+35.8%3.979%
2/10/2026Northwestern Mutual Wealth Management Co.54,965$5.74M0.0%+690.3%0.426%
2/10/2026IFG Advisory LLC27,098$2.83M0.1%N/A0.210%
2/9/2026Kingsview Wealth Management LLC30,280$3.16M0.0%+15.6%0.235%
2/9/2026 Bleakley Financial Group LLC37,563$3.92M0.1%N/A0.291%
2/9/2026Harbour Investments Inc.457$48K0.0%N/A0.004%
2/6/2026Global Retirement Partners LLC23,646$2.47M0.0%+56,200.0%0.183%
2/6/2026 Quantum Private Wealth LLC81,028$8.46M2.5%+0.2%0.628%
2/6/2026HighTower Advisors LLC5,816$607K0.0%+8.1%0.045%
2/5/2026 USAdvisors Wealth Management LLC17,583$1.84M0.6%+11.5%0.136%
2/2/2026 Truist Financial Corp6,100$637K0.0%N/A0.048%
2/2/2026 KPP Advisory Services LLC48,785$5.09M0.7%+183.3%0.381%
2/2/2026Cornerstone Planning Group LLC1,324$138K0.0%-96.9%0.010%
1/30/2026 Wagner Wealth Management LLC1,083$113K0.0%-41.1%0.008%
1/30/2026 Boyer Financial Services Inc.4,979$532K0.6%N/A0.039%
1/29/2026D.A. Davidson & CO.7,117$743K0.0%N/A0.056%
1/29/2026UBS Group AG26,063$2.72M0.0%+73.2%0.204%
1/29/2026 Huntleigh Advisors Inc.16,056$1.68M0.3%+1.2%0.125%
1/28/2026 Trademark Financial Management LLC4,589$479K0.3%N/A0.036%
1/26/2026 Private Trust Co. NA1,176$123K0.0%+19,500.0%0.009%
1/26/2026 Mirae Asset Global Investments Co. Ltd.11,305$1.18M0.0%N/A0.089%
1/26/2026CWM LLC26,391$2.76M0.0%+758.5%0.208%
1/16/2026 StoneCrest Wealth Management Inc.52,204$5.45M2.2%+8.6%0.418%
1/16/2026 Worth Financial Advisory Group LLC6,605$690K0.3%+23.2%0.053%
1/14/2026 Embree Financial Group93,035$9.71M1.2%+44.7%0.744%
1/9/2026 BOS Asset Management LLC45,147$4.71M1.3%-5.3%0.361%
11/18/2025Advisory Services Network LLC18,148$1.84M0.0%+5.1%0.151%
11/17/2025Susquehanna International Group LLP20,673$2.09M0.0%+239.1%0.172%
11/17/2025Northwestern Mutual Wealth Management Co.6,955$704K0.0%+40,811.8%0.058%
11/17/2025Mariner LLC5,523$559K0.0%+139.9%0.046%
11/17/2025Integrated Wealth Concepts LLC267,473$27.07M0.2%+112.4%2.229%
11/17/2025Bank of America Corp DE217,865$22.05M0.0%+97.1%1.816%
11/17/2025Alliancebernstein L.P.7,577,104$766.73M0.2%+34.1%63.143%
11/13/2025Intrepid Financial Planning Group LLC72,069$7.29M2.8%N/A0.601%
11/13/2025UBS Group AG15,045$1.52M0.0%+253.8%0.125%
11/13/2025 Private Advisor Group LLC2,480$251K0.0%-94.2%0.021%
11/12/2025 USAdvisors Wealth Management LLC15,772$1.60M0.5%+10.9%0.131%
11/12/2025Kingsview Wealth Management LLC26,192$2.65M0.0%+408.1%0.218%
11/10/2025 Quantum Private Wealth LLC80,854$8.18M2.4%+2.3%0.674%
11/5/2025 Envestnet Asset Management Inc.24,317$2.46M0.0%+484.0%0.203%
11/4/2025Cornerstone Planning Group LLC42,240$4.27M0.5%+3,095.2%0.352%
11/3/2025 KPP Advisory Services LLC17,219$1.74M0.3%N/A0.143%
10/30/2025 Huntleigh Advisors Inc.15,866$1.61M0.3%+0.9%0.132%
10/23/2025 StoneCrest Wealth Management Inc.48,084$4.87M2.1%+2.7%0.426%
10/22/2025 Worth Financial Advisory Group LLC5,360$542K0.3%+7.9%0.047%
10/21/2025 BOS Asset Management LLC47,683$4.83M1.4%-2.6%0.422%
10/21/2025 Wagner Wealth Management LLC1,838$186K0.0%+9.3%0.016%
10/20/2025 Security National Bank411$42K0.0%N/A0.004%
10/15/2025CWM LLC3,074$311K0.0%+9.5%0.027%
10/9/2025 Embree Financial Group64,297$6.51M0.9%+15.5%0.579%
9/4/2025Osaic Holdings Inc.12,797$1.15M0.0%+16.2%0.135%
8/19/2025Advisory Services Network LLC17,263$1.59M0.0%-5.1%0.182%
8/18/2025Geneos Wealth Management Inc.3,000$269K0.0%+100.0%0.032%
8/15/2025 MML Investors Services LLC7,527$675K0.0%-4.2%0.079%
8/15/2025Bank of America Corp DE110,524$9.92M0.0%+6.9%1.163%
8/14/2025Jane Street Group LLC11,946$1.07M0.0%-51.9%0.126%
8/14/2025Alliancebernstein L.P.5,648,934$506.82M0.2%+12.1%59.462%
8/13/2025Flow Traders U.S. LLC36,256$3.25M0.1%N/A0.382%
8/12/2025 Quantum Private Wealth LLC79,012$7.09M2.3%+0.3%0.832%
8/8/2025Rockefeller Capital Management L.P.18,713$1.68M0.0%+23.5%0.200%
8/8/2025Kingsview Wealth Management LLC5,155$463K0.0%-2.7%0.055%
8/6/2025 Wedbush Securities Inc.21,433$1.92M0.1%N/A0.229%
8/1/2025 Envestnet Asset Management Inc.4,164$374K0.0%N/A0.045%
7/30/2025D.A. Davidson & CO.20,230$1.82M0.0%-10.4%0.216%
7/29/2025 Huntleigh Advisors Inc.15,726$1.41M0.3%+5.4%0.168%
7/25/2025CWM LLC2,807$252K0.0%+6.8%0.030%
7/22/2025 USAdvisors Wealth Management LLC14,218$1.28M0.5%+4.0%0.152%
7/17/2025 Janney Montgomery Scott LLC3,185$286K0.0%-20.5%0.036%
7/17/2025 Wagner Wealth Management LLC1,681$151K0.0%N/A0.019%
7/17/2025 Worth Financial Advisory Group LLC4,969$446K0.3%+49.7%0.057%
7/16/2025 BOS Asset Management LLC48,961$4.39M1.4%+6.8%0.558%
7/16/2025 Embree Financial Group55,688$5.00M0.8%+48.9%0.635%
7/15/2025 StoneCrest Wealth Management Inc.46,822$4.20M2.0%N/A0.534%
5/22/2025BOS Asset Management LLC45,844$3.23M1.1%+1.6%0.548%
5/19/2025Jane Street Group LLC24,850$1.75M0.0%-42.3%0.297%


FWD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FWD shares?

During the previous two years, 55 institutional investors and hedge funds held shares of AB Disruptors ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($766.73M), LPL Financial LLC ($53.59M), Integrated Wealth Concepts LLC ($36.85M), Bleakley Financial Group LLC ($26.04M), Bank of America Corp DE ($22.05M), Embree Financial Group ($9.71M), and Quantum Private Wealth LLC ($8.46M).Learn more on AB Disruptors ETF's institutional investors.

Which institutional investors have been buying AB Disruptors ETF's stock?

Of the 55 institutional investors that purchased AB Disruptors ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alliancebernstein L.P. ($4.07M), Integrated Wealth Concepts LLC ($315.61K), Bleakley Financial Group LLC ($239.82K), LPL Financial LLC ($209.17K), Bank of America Corp DE ($206.89K), Private Advisor Group LLC ($103.57K), and Embree Financial Group ($93.04K).

How much institutional buying is happening at AB Disruptors ETF?

Institutional investors have bought a total of 5,074,348 shares in the last 24 months. This purchase volume represents approximately $478.29M in transactions.

Which of AB Disruptors ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold AB Disruptors ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Planning Group LLC ($40.92K), Private Advisor Group LLC ($40.55K), Jane Street Group LLC ($31.10K), BOS Asset Management LLC ($3.81K), D.A. Davidson & CO. ($2.34K), Wedbush Securities Inc. ($1.49K), and Janney Montgomery Scott LLC ($1.02K).

How much institutional selling is happening at AB Disruptors ETF?

Institutional investors have sold a total of 123,371 shares in the last 24 months. This volume of shares sold represents approximately $11.87M in transactions.


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This page (NYSEARCA:FWD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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