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AB Ultra Short Income ETF (YEAR) Institutional Ownership

AB Ultra Short Income ETF logo
$50.47 +0.01 (+0.02%)
As of 05/2/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$226.38M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$76.99M
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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
5/2/2025Kingsview 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%
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%
2/17/2025Cetera Investment Advisers3,993$201K0.0%-33.6%0.021%
2/17/2025Ameriprise Financial Inc.5,695$287K0.0%N/A0.030%
2/17/2025Alteri Wealth LLC7,086$357K0.1%N/A0.037%
2/14/2025Jane Street Group LLC58,044$2.92M0.0%+209.4%0.301%
2/14/2025Comerica Bank9,151$461K0.0%+7.2%0.047%
2/14/2025Integrated Wealth Concepts LLC5,740$289K0.0%+20.2%0.030%
2/14/2025IHT Wealth Management LLC41,407$2.09M0.1%+64.8%0.215%
2/14/2025Stifel Financial Corp53,394$2.69M0.0%-3.9%0.277%
2/14/2025 OneDigital Investment Advisors LLC7,328$369K0.0%N/A0.038%
2/14/2025BOS Asset Management LLC773,658$38.95M14.0%+4.8%4.009%
2/13/2025NewEdge Advisors LLC29,502$1.49M0.0%+133.8%0.153%
2/13/2025Main Street Financial Solutions LLC15,210$766K0.1%N/A0.079%
2/13/2025Mariner LLC302,684$15.24M0.0%+515.7%1.568%
2/13/2025TME Financial Inc.19,039$968K0.9%N/A0.099%
2/13/2025Raymond 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%
2/13/2025Wells Fargo & Company MN542,081$27.29M0.0%+6.0%2.809%
2/12/2025Alliancebernstein L.P.12,706,032$639.75M0.2%-5.2%65.834%
2/12/2025Ausdal Financial Partners Inc.177,212$8.92M0.8%+13.4%0.918%
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2/11/2025LPL Financial LLC2,951,236$148.60M0.1%+10.9%15.291%
2/10/2025Cozad Asset Management Inc.17,776$895K0.1%+35.0%0.092%
2/10/2025Corient 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%
2/10/2025Commonwealth Equity Services LLC179,102$9.02M0.0%+8.0%0.928%
2/10/2025Avantax Advisory Services Inc.14,665$738K0.0%+23.5%0.076%
2/7/2025Independent Advisor Alliance19,870$1M0.0%N/A0.103%
2/7/2025 Moran Wealth Management LLC106,058$5.34M0.2%N/A0.550%
2/6/2025Raymond James Financial Inc.602,197$30.32M0.0%N/A3.120%
2/6/2025Steward 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%
2/4/2025MONECO Advisors LLC12,038$606K0.1%-14.1%0.062%
2/3/2025 PMG Wealth Management Inc.67,964$3.42M3.1%N/A0.352%
2/3/2025Private 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%
1/30/2025Quantum Private Wealth LLC10,272$517K0.2%+24.2%0.053%
1/30/2025Nations 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%
1/28/2025Kingsview Wealth Management LLC152,894$7.70M0.1%+9.3%0.792%
1/27/2025Trilogy Capital Inc.33,674$1.70M0.1%+11.2%0.174%
1/24/2025Magnolia Capital Advisors LLC4,716$237K0.1%N/A0.024%
1/24/2025N.E.W. Advisory Services LLC15,772$794K0.1%-26.2%0.082%
1/23/2025USAdvisors 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%
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%
11/15/2024MML Investors Services LLC16,268$827K0.0%+1.6%0.084%
11/15/2024Laraway Financial Advisors Inc7,206$366K0.3%N/A0.037%
11/15/2024Jane Street Group LLC18,760$954K0.0%-86.0%0.097%
11/15/2024Stifel Financial Corp55,553$2.83M0.0%+8.8%0.288%
11/15/2024IHT Wealth Management LLC25,127$1.28M0.0%-35.2%0.130%
11/15/2024Integrated Wealth Concepts LLC4,774$243K0.0%+20.2%0.025%
11/15/2024Hilltop Holdings Inc.8,500$432K0.0%N/A0.044%
11/14/2024Flow 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%
11/12/2024Kingsview Wealth Management LLC139,921$7.11M0.1%+17.8%0.725%
11/12/2024Great Valley Advisor Group Inc.15,345$780K0.0%+3.7%0.080%
11/9/2024LPL 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%
11/1/2024Quantum Private Wealth LLC8,270$420K0.1%-10.8%0.043%
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10/31/2024Cozad Asset Management Inc.13,165$669K0.1%+198.2%0.068%
10/25/2024MONECO Advisors LLC14,021$713K0.1%N/A0.073%
10/22/2024Private Advisor Group LLC183,951$9.35M0.1%+75.0%0.953%
10/21/2024Trilogy Capital Inc.30,276$1.54M0.1%+6.5%0.157%
10/18/2024Raymond James & Associates114,434$5.82M0.0%+371.3%0.593%
10/17/2024Ellsworth 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%
10/16/2024BOS Asset Management LLC738,334$37.54M13.8%+102.5%3.826%
10/15/2024SWS Partners16,833$856K0.3%-16.5%0.087%
(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, 82 institutional investors and hedge funds held shares of AB Ultra Short Income ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($639.75M), LPL Financial LLC ($148.60M), BOS Asset Management LLC ($38.95M), Raymond James Financial Inc. ($30.32M), Wells Fargo & Company MN ($27.29M), Truist Financial Corp ($20.51M), and Kestra Advisory Services LLC ($19.32M).Learn more on YEAR's institutional investors.

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

Of the 76 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 ($2.14M), Raymond James Financial Inc. ($1.20M), BOS Asset Management LLC ($850.98K), Kestra Advisory Services LLC ($344.36K), Truist Financial Corp ($332.59K), Cambridge Investment Research Advisors Inc. ($314.32K), 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 8,298,716 shares in the last 24 months. This purchase volume represents approximately $417.90M in transactions.

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

Of the 34 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), Envestnet Asset Management Inc. ($147.65K), Osaic Holdings Inc. ($134.90K), Cambridge Investment Research Advisors Inc. ($121.13K), Jane Street Group LLC ($115.41K), and Centric Wealth Management ($71.12K).

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

Institutional investors have sold a total of 1,859,199 shares in the last 24 months. This volume of shares sold represents approximately $93.88M in transactions.



This page (NYSEARCA:YEAR) was last updated on 5/3/2025 by MarketBeat.com Staff
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