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AB Disruptors ETF (FWD) Institutional Ownership

$127.39 +1.37 (+1.09%)
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)
55
Total
Institutional Inflows
(last 12 months)
$433.54M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$9.78M
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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
8/23/2026 SFG Wealth Management LLC.17,340$2.57M0.9%N/A0.074%
8/22/2026 Concurrent Investment Advisors LLC64,294$9.52M0.1%N/A0.274%
8/21/2026 Triumph Capital Management674$100K0.0%N/A0.003%
7/9/2026 StoneCrest Wealth Management Inc.48,751$7.22M2.3%-9.3%0.226%
5/28/2026 Cozad Asset Management Inc.3,106$337K0.0%N/A0.017%
5/26/2026 Glenmede Trust Co. NA7,279$790K0.0%N/A0.039%
5/19/2026 Mascagni Wealth Management Inc.1,881$204K0.1%N/A0.010%
5/19/2026 Bank of America Corp DE1,008,993$109.54M0.0%+265.7%5.367%
5/18/2026 Royal Bank of Canada1,060$115K0.0%-13.4%0.006%
5/16/2026 Quantinno Capital Management LP6,025$654K0.0%+96.8%0.032%
5/5/2026 D.A. Davidson & CO.7,554$820K0.0%+6.1%0.040%
5/5/2026 Geneos 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%
3/17/2026 Rockefeller Capital Management L.P.25,693$2.68M0.0%+20.4%0.199%
2/24/2026 Anderson Financial Strategies LLC22,453$2.34M1.4%N/A0.174%
2/17/2026 Osaic Holdings Inc.15,816$1.65M0.0%+23.0%0.123%
2/17/2026 Advisory Services Network LLC19,708$2.06M0.0%+8.6%0.153%
2/17/2026 Royal Bank of Canada1,224$128K0.0%N/A0.009%
2/16/2026 MML Investors Services LLC12,260$1.28M0.0%+24.3%0.095%
2/16/2026 Mariner LLC7,616$795K0.0%+37.9%0.059%
2/13/2026 Kestra Advisory Services LLC1,055$110K0.0%N/A0.008%
2/13/2026 Integrated Wealth Concepts LLC352,922$36.85M0.4%+31.9%2.736%
2/12/2026 Jane Street Group LLC62,614$6.54M0.0%+804.8%0.485%
2/12/2026 Steward 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%
2/11/2026 LPL Financial LLC513,283$53.59M0.0%+35.8%3.979%
2/10/2026 Northwestern Mutual Wealth Management Co.54,965$5.74M0.0%+690.3%0.426%
2/10/2026 IFG Advisory LLC27,098$2.83M0.1%N/A0.210%
2/9/2026 Kingsview 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%
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2/9/2026 Harbour Investments Inc.457$48K0.0%N/A0.004%
2/6/2026 Global 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%
2/6/2026 HighTower 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%
2/2/2026 Cornerstone 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%
1/29/2026 D.A. Davidson & CO.7,117$743K0.0%N/A0.056%
1/29/2026 UBS 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%
11/18/2025 Advisory Services Network LLC18,148$1.84M0.0%+5.1%0.151%
11/17/2025 Susquehanna International Group LLP20,673$2.09M0.0%+239.1%0.172%
11/17/2025 Northwestern Mutual Wealth Management Co.6,955$704K0.0%+40,811.8%0.058%
11/17/2025 Mariner LLC5,523$559K0.0%+139.9%0.046%
11/17/2025 Integrated Wealth Concepts LLC267,473$27.07M0.2%+112.4%2.229%
11/17/2025 Bank of America Corp DE217,865$22.05M0.0%+97.1%1.816%
11/17/2025 Alliancebernstein L.P.7,577,104$766.73M0.2%+34.1%63.143%
11/13/2025 Intrepid Financial Planning Group LLC72,069$7.29M2.8%N/A0.601%
11/13/2025 UBS 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%
11/12/2025 Kingsview 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%
11/4/2025 Cornerstone 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%
9/4/2025 Osaic Holdings Inc.12,797$1.15M0.0%+16.2%0.135%
8/19/2025 Advisory Services Network LLC17,263$1.59M0.0%-5.1%0.182%
8/18/2025 Geneos 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%
8/15/2025 Bank of America Corp DE110,524$9.92M0.0%+6.9%1.163%
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8/14/2025 Jane Street Group LLC11,946$1.07M0.0%-51.9%0.126%
8/14/2025 Alliancebernstein L.P.5,648,934$506.82M0.2%+12.1%59.462%
8/13/2025 Flow 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%
8/8/2025 Rockefeller Capital Management L.P.18,713$1.68M0.0%+23.5%0.200%
8/8/2025 Kingsview 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%
7/30/2025 D.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%


FWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 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 Concurrent Investment Advisors LLC ($9.52M).Learn more on AB Disruptors ETF's institutional investors.

Of the 62 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 4,149,569 shares in the last 24 months. This purchase volume represents approximately $433.54M in transactions.

The following institutional investors have sold AB Disruptors ETF stock in the last 24 months: Cornerstone Planning Group LLC ($40.92K), Private Advisor Group LLC ($40.55K), StoneCrest Wealth Management Inc. ($4.98K), BOS Asset Management LLC ($3.81K), Wedbush Securities Inc. ($1.49K), Wagner Wealth Management LLC ($755.00), and Janney Montgomery Scott LLC ($193.00).

Institutional investors have sold a total of 92,864 shares in the last 24 months. This volume of shares sold represents approximately $9.78M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FWD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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