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AB Disruptors ETF (FWD) Institutional Ownership

$127.39 -3.17 (-2.43%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AB Disruptors ETF (NYSEARCA:FWD)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$482.60M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$11.27M
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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
7/9/2026 StoneCrest Wealth Management Inc.48,751$7.22M2.3%-9.3%0.226%
5/28/2026Cozad Asset Management Inc.3,106$337K0.0%N/A0.017%
5/26/2026Glenmede Trust Co. NA7,279$790K0.0%N/A0.039%
5/19/2026Mascagni Wealth Management Inc.1,881$204K0.1%N/A0.010%
5/19/2026Bank of America Corp DE1,008,993$109.54M0.0%+265.7%5.367%
5/18/2026Royal Bank of Canada1,060$115K0.0%-13.4%0.006%
5/16/2026Quantinno Capital Management LP6,025$654K0.0%+96.8%0.032%
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%
5/4/2026Bleakley Financial Group LLC239,818$26.04M0.4%+538.4%1.276%
5/1/2026Fifth Third Bancorp253$27K0.0%N/A0.001%
4/27/2026World Investment Advisors2,235$243K0.0%N/A0.012%
4/27/2026USAdvisors Wealth Management LLC17,664$1.83M0.6%+0.5%0.094%
4/27/2026Private Advisor Group LLC36,915$4.01M0.0%+116.7%0.197%
4/27/2026Trademark Financial Management LLC8,686$943K0.5%+89.3%0.046%
4/25/2026KPP Advisory Services LLC73,387$7.97M1.2%+50.4%0.395%
4/24/2026PW Advisors LLC FL6,774$735K0.6%N/A0.036%
4/24/2026Wagner Wealth Management LLC1,369$149K0.0%+26.4%0.007%
4/18/2026PMG 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%
2/16/2026MML Investors Services LLC12,260$1.28M0.0%+24.3%0.095%
2/16/2026Mariner LLC7,616$795K0.0%+37.9%0.059%
2/13/2026Kestra 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%
2/12/2026Wedbush Securities Inc.19,965$2.09M0.1%-6.9%0.155%
2/11/2026Janney 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%
2/9/2026Bleakley 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%
2/6/2026Quantum Private Wealth LLC81,028$8.46M2.5%+0.2%0.628%
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2/6/2026HighTower Advisors LLC5,816$607K0.0%+8.1%0.045%
2/5/2026USAdvisors Wealth Management LLC17,583$1.84M0.6%+11.5%0.136%
2/2/2026Truist Financial Corp6,100$637K0.0%N/A0.048%
2/2/2026KPP Advisory Services LLC48,785$5.09M0.7%+183.3%0.381%
2/2/2026Cornerstone Planning Group LLC1,324$138K0.0%-96.9%0.010%
1/30/2026Wagner 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%
1/29/2026Huntleigh Advisors Inc.16,056$1.68M0.3%+1.2%0.125%
1/28/2026Trademark Financial Management LLC4,589$479K0.3%N/A0.036%
1/26/2026Private 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%
1/16/2026Worth 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%
11/13/2025Private Advisor Group LLC2,480$251K0.0%-94.2%0.021%
11/12/2025USAdvisors 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%
11/10/2025Quantum Private Wealth LLC80,854$8.18M2.4%+2.3%0.674%
11/5/2025Envestnet 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%
11/3/2025KPP Advisory Services LLC17,219$1.74M0.3%N/A0.143%
10/30/2025Huntleigh 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%
10/22/2025Worth 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%
10/21/2025Wagner 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%
8/15/2025MML 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%
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8/12/2025Quantum 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%
8/6/2025Wedbush Securities Inc.21,433$1.92M0.1%N/A0.229%
8/1/2025Envestnet 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%
7/29/2025Huntleigh Advisors Inc.15,726$1.41M0.3%+5.4%0.168%
7/25/2025CWM LLC2,807$252K0.0%+6.8%0.030%
7/22/2025USAdvisors Wealth Management LLC14,218$1.28M0.5%+4.0%0.152%
7/17/2025Janney Montgomery Scott LLC3,185$286K0.0%-20.5%0.036%


FWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of AB Disruptors ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($766.73M), Bank of America Corp DE ($109.54M), LPL Financial LLC ($53.59M), Integrated Wealth Concepts LLC ($36.85M), Bleakley Financial Group LLC ($26.04M), Embree Financial Group ($9.71M), and Quantum Private Wealth LLC ($8.46M).Learn more on AB Disruptors ETF's institutional investors.

Of the 59 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), Bank of America Corp DE ($939.94K), Integrated Wealth Concepts LLC ($315.61K), Bleakley Financial Group LLC ($239.82K), LPL Financial LLC ($209.17K), Private Advisor Group LLC ($103.57K), and Embree Financial Group ($93.04K).

Institutional investors have bought a total of 4,749,861 shares in the last 24 months. This purchase volume represents approximately $482.60M in transactions.

Of the 13 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 ($12.90K), StoneCrest Wealth Management Inc. ($4.98K), BOS Asset Management LLC ($3.81K), D.A. Davidson & CO. ($2.34K), and Wedbush Securities Inc. ($1.49K).

Institutional investors have sold a total of 109,503 shares in the last 24 months. This volume of shares sold represents approximately $11.27M in transactions.


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This page (NYSEARCA:FWD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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