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AB Ultra Short Income ETF (YEAR) Institutional Ownership

AB Ultra Short Income ETF logo
$50.54 +0.03 (+0.06%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$310.82M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$83.39M
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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
5/22/2025 BOS Asset Management LLC875,669$44.32M15.2%+13.2%3.150%
5/20/2025 Belpointe Asset Management LLC6,068$307K0.0%N/A0.022%
5/19/2025 Jane Street Group LLC23,700$1.20M0.0%-59.2%0.085%
5/16/2025 NewEdge Advisors LLC37,435$1.90M0.0%+26.9%0.135%
5/16/2025 Integrated Wealth Concepts LLC60,042$3.04M0.0%+946.0%0.216%
5/16/2025 Alliancebernstein L.P.13,824,125$699.64M0.3%+8.8%49.727%
5/15/2025 WPG Advisers LLC34,934$1.77M1.6%N/A0.126%
5/14/2025 Kestra Advisory Services LLC81,617$4.13M0.0%+46.6%0.294%
5/14/2025 Flow Traders U.S. LLC24,734$1.25M0.1%N/A0.089%
5/14/2025 Laraway Financial Advisors Inc8,631$437K0.3%+19.8%0.031%
5/13/2025 Raymond James Financial Inc.462,210$23.39M0.0%-23.2%1.663%
5/13/2025 Nations Financial Group Inc. IA ADV51,141$2.59M0.2%+15.3%0.184%
5/8/2025 MMA Asset Management LLC5,214$264K0.1%N/A0.020%
5/8/2025 Cozad Asset Management Inc.16,592$840K0.1%-6.7%0.063%
5/7/2025 N.E.W. Advisory Services LLC19,999$1.01M0.1%+26.8%0.075%
5/7/2025 LPL Financial LLC3,145,456$159.19M0.1%+6.6%11.856%
5/7/2025 Alteri Wealth LLC4,956$251K0.1%-30.1%0.019%
5/7/2025 Trilogy Capital Inc.29,266$1.48M0.1%-13.1%0.110%
5/6/2025 USAdvisors Wealth Management LLC22,868$1.16M0.4%+6.9%0.086%
5/6/2025 Avantax Advisory Services Inc.12,389$627K0.0%-15.5%0.047%
5/5/2025 Private Advisor Group LLC328,279$16.61M0.1%+46.5%1.237%
5/2/2025 Kingsview Wealth Management LLC161,446$8.17M0.2%+5.6%0.609%
4/30/2025 Leavell Investment Management Inc.9,680$490K0.0%-18.4%0.036%
4/29/2025 Envestnet Asset Management Inc.198,962$10.07M0.0%-42.1%0.750%
4/29/2025 Concurrent Investment Advisors LLC11,852$600K0.0%N/A0.045%
4/28/2025 D.A. Davidson & CO.169,943$8.60M0.1%+8.5%0.641%
4/28/2025 Weaver Consulting Group5,259$266K0.1%-4.3%0.020%
4/25/2025 Guerra Advisors Inc6,823$345K0.2%N/A0.026%
4/23/2025 Oppenheimer Asset Management Inc.95,504$4.83M0.1%-1.2%0.360%
4/22/2025 Flagship Harbor Advisors LLC80,299$4.06M0.2%-20.2%0.303%
4/22/2025 Encompass Wealth Advisors LLC12,877$652K0.3%-2.2%0.049%
4/22/2025 Cambridge Investment Research Advisors Inc.69,807$3.53M0.0%-53.1%0.263%
4/17/2025 Good Life Advisors LLC28,854$1.46M0.1%+12.0%0.115%
4/16/2025 Wealth Enhancement Advisory Services LLC26,963$1.37M0.0%-16.4%0.108%
4/15/2025 Wealthcare Advisory Partners LLC25,280$1.28M0.0%+39.8%0.101%
4/10/2025 Fermata Advisors LLC6,395$324K0.1%-25.9%0.025%
4/9/2025 RFG Advisory LLC8,173$414K0.0%+17.5%0.033%
4/9/2025 Merit Financial Group LLC5,372$272K0.0%-28.0%0.021%
4/9/2025 PMG Wealth Management Inc.69,845$3.52M3.7%+2.8%0.278%
4/8/2025 Rothschild Investment LLC1,250$63K0.0%+66.7%0.005%
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4/8/2025 Lowe Wealth Advisors LLC26,510$1.34M0.6%+12.0%0.106%
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%
1/31/2025Sanctuary Advisors LLC31,422$1.59M0.0%-3.1%0.163%
1/30/2025 Quantum Private Wealth LLC10,272$517K0.2%+24.2%0.053%
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%
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1/16/2025Ellsworth 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%
11/25/2024Sanctuary 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%
(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, 84 institutional investors and hedge funds held shares of AB Ultra Short Income ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($699.64M), LPL Financial LLC ($159.19M), BOS Asset Management LLC ($44.32M), Wells Fargo & Company MN ($27.29M), Raymond James Financial Inc. ($23.39M), Truist Financial Corp ($20.51M), and Osaic Holdings Inc. ($17.01M).Learn more on YEAR's institutional investors.

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

Of the 79 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 ($1.68M), Raymond James Financial Inc. ($1.20M), Alliancebernstein L.P. ($1.12M), BOS Asset Management LLC ($753.58K), Kestra Advisory Services LLC ($370.29K), Private Advisor Group LLC ($328.28K), 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 8,951,465 shares in the last 24 months. This purchase volume represents approximately $451.37M in transactions.

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

Of the 38 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 ($284.78K), Jane Street Group LLC ($149.76K), Envestnet Asset Management Inc. ($147.65K), Raymond James Financial Inc. ($139.99K), Osaic Holdings Inc. ($134.90K), and Cambridge Investment Research Advisors Inc. ($121.13K).

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

Institutional investors have sold a total of 2,043,528 shares in the last 24 months. This volume of shares sold represents approximately $103.21M in transactions.



This page (NYSEARCA:YEAR) was last updated on 5/24/2025 by MarketBeat.com Staff
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