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AB Ultra Short Income ETF (YEAR) Institutional Ownership

AB Ultra Short Income ETF logo
$50.48 0.00 (0.00%)
As of 07/14/2025 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)
$296.26M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$84.23M
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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
7/14/2025S.A. Mason LLC2,353$119K0.1%N/A0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC27,917$1.41M0.0%+3.5%0.096%
7/8/2025 Lowe Wealth Advisors LLC27,611$1.40M0.5%+4.2%0.095%
7/7/2025 Accelerate Investment Advisors LLC4,808$244K0.2%-4.3%0.017%
5/28/2025Ellsworth Advisors LLC33,437$1.69M0.4%-33.0%0.120%
5/22/2025BOS Asset Management LLC875,669$44.32M15.2%+13.2%3.150%
5/20/2025Belpointe Asset Management LLC6,068$307K0.0%N/A0.022%
5/19/2025Jane Street Group LLC23,700$1.20M0.0%-59.2%0.085%
5/16/2025NewEdge Advisors LLC37,435$1.90M0.0%+26.9%0.135%
5/16/2025Integrated Wealth Concepts LLC60,042$3.04M0.0%+946.0%0.216%
5/16/2025Alliancebernstein L.P.13,824,125$699.64M0.3%+8.8%49.727%
5/15/2025WPG Advisers LLC34,934$1.77M1.6%N/A0.126%
5/14/2025Kestra Advisory Services LLC81,617$4.13M0.0%+46.6%0.294%
5/14/2025Flow Traders U.S. LLC24,734$1.25M0.1%N/A0.089%
5/14/2025Laraway Financial Advisors Inc8,631$437K0.3%+19.8%0.031%
5/13/2025Raymond James Financial Inc.462,210$23.39M0.0%-23.2%1.663%
5/13/2025Nations Financial Group Inc. IA ADV51,141$2.59M0.2%+15.3%0.184%
5/8/2025MMA Asset Management LLC5,214$264K0.1%N/A0.020%
5/8/2025Cozad Asset Management Inc.16,592$840K0.1%-6.7%0.063%
5/7/2025N.E.W. Advisory Services LLC19,999$1.01M0.1%+26.8%0.075%
5/7/2025LPL Financial LLC3,145,456$159.19M0.1%+6.6%11.856%
5/7/2025Alteri Wealth LLC4,956$251K0.1%-30.1%0.019%
5/7/2025Trilogy Capital Inc.29,266$1.48M0.1%-13.1%0.110%
5/6/2025USAdvisors Wealth Management LLC22,868$1.16M0.4%+6.9%0.086%
5/6/2025Avantax Advisory Services Inc.12,389$627K0.0%-15.5%0.047%
5/5/2025Private Advisor Group LLC328,279$16.61M0.1%+46.5%1.237%
5/2/2025Kingsview Wealth Management LLC161,446$8.17M0.2%+5.6%0.609%
4/30/2025Leavell Investment Management Inc.9,680$490K0.0%-18.4%0.036%
4/29/2025Envestnet Asset Management Inc.198,962$10.07M0.0%-42.1%0.750%
4/29/2025Concurrent Investment Advisors LLC11,852$600K0.0%N/A0.045%
4/28/2025D.A. Davidson & CO.169,943$8.60M0.1%+8.5%0.641%
4/28/2025Weaver Consulting Group5,259$266K0.1%-4.3%0.020%
4/25/2025Guerra Advisors Inc6,823$345K0.2%N/A0.026%
4/23/2025Oppenheimer Asset Management Inc.95,504$4.83M0.1%-1.2%0.360%
4/22/2025Flagship Harbor Advisors LLC80,299$4.06M0.2%-20.2%0.303%
4/22/2025Encompass Wealth Advisors LLC12,877$652K0.3%-2.2%0.049%
4/22/2025Cambridge Investment Research Advisors Inc.69,807$3.53M0.0%-53.1%0.263%
4/17/2025Good 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%
4/15/2025Wealthcare Advisory Partners LLC25,280$1.28M0.0%+39.8%0.101%
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4/10/2025 Fermata Advisors LLC6,395$324K0.1%-25.9%0.025%
4/9/2025RFG Advisory LLC8,173$414K0.0%+17.5%0.033%
4/9/2025Merit Financial Group LLC5,372$272K0.0%-28.0%0.021%
4/9/2025PMG Wealth Management Inc.69,845$3.52M3.7%+2.8%0.278%
4/8/2025Rothschild 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%
2/14/2025OneDigital 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%
2/13/2025Envestnet 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%
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%
2/10/2025Envestnet 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%
2/7/2025Moran 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%
2/5/2025Private Trust Co. NA16,696$841K0.1%-1.7%0.087%
2/5/2025Oppenheimer Asset Management Inc.96,694$4.87M0.1%+2.3%0.501%
2/4/2025Rothschild Investment LLC750$38K0.0%N/A0.004%
2/4/2025MONECO Advisors LLC12,038$606K0.1%-14.1%0.062%
2/3/2025PMG 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%
1/31/2025D.A. Davidson & CO.156,618$7.89M0.1%+5.4%0.811%
1/31/2025Truist 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%
1/29/2025Leavell 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%
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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%
1/21/2025Flagship Harbor Advisors LLC100,569$5.06M0.3%+11.0%0.521%
1/21/2025Cornerstone Wealth Management LLC11,087$558K0.0%+4.8%0.057%
1/16/2025Ellsworth Advisors LLC49,922$2.51M0.7%+12.3%0.259%
1/15/2025Wealthcare 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%
(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, 85 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 AB Ultra Short Income ETF's institutional investors.

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

Of the 80 institutional investors that purchased AB Ultra Short Income ETF's 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 5,864,262 shares in the last 24 months. This purchase volume represents approximately $296.26M in transactions.

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

Of the 30 institutional investors that sold AB Ultra Short Income ETF's 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. ($144.78K), Raymond James Financial Inc. ($139.99K), Cambridge Investment Research Advisors Inc. ($79.10K), and Ellsworth Advisors LLC ($68.87K).

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

Institutional investors have sold a total of 1,666,228 shares in the last 24 months. This volume of shares sold represents approximately $84.23M in transactions.



This page (NYSEARCA:YEAR) was last updated on 7/15/2025 by MarketBeat.com Staff
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