Free Trial
→ Read this warning immediately (From Porter & Company) (Ad)tc pixel Free YEAR Stock Alerts

AB Ultra Short Income ETF (YEAR) Institutional Ownership

AB Ultra Short Income ETF logo
$50.33 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$278.94M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$153.77M
Get YEAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling AB Ultra Short Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

YEAR Institutional Buying and Selling by Quarter

AB Ultra Short Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 Kensington Asset Management LLC719,794$36.33M1.7%+39.6%2.482%
5/19/2026 Bank of America Corp DE235,501$11.89M0.0%+344.0%0.812%
5/19/2026 Arkadios Wealth Advisors14,642$739K0.0%N/A0.050%
5/18/2026 EverSource Wealth Advisors LLC21,845$1.10M0.0%+57.5%0.075%
5/13/2026 Cetera Investment Advisers38,498$1.94M0.0%-4.4%0.133%
5/7/2026 Legacy Wealth Advisors LLC77,283$3.90M2.0%+1.0%0.266%
5/6/2026 Independent Financial Group LLC11,653$588K0.0%N/A0.040%
5/5/2026 D.A. Davidson & CO.278,824$14.07M0.1%+16.0%0.961%
5/5/2026 Sanctuary Advisors LLC47,691$2.41M0.0%+2.5%0.164%
5/1/2026 Fifth Third Bancorp9,279$468K0.0%N/A0.032%
4/30/2026 Kestra Advisory Services LLC57,658$2.91M0.0%-36.2%0.199%
4/30/2026 WPG Advisers LLC13,902$702K0.5%-32.2%0.048%
4/29/2026 Centerpoint Advisory Group4,346$219K0.2%-13.8%0.015%
4/27/2026 USAdvisors Wealth Management LLC20,334$1.03M0.3%-6.0%0.070%
4/27/2026 Private Advisor Group LLC310,368$15.67M0.1%+2.8%1.070%
4/24/2026 Horizon Wealth Management LLC28,258$1.43M0.2%+48.4%0.097%
4/24/2026 Wagner Wealth Management LLC2,512$127K0.0%N/A0.009%
4/23/2026 Next Level Private LLC10,122$511K0.1%+45.5%0.035%
4/22/2026 Trilogy Capital Inc.18,389$928K0.0%-2.9%0.063%
4/20/2026 RFG Advisory LLC5,279$266K0.0%-27.2%0.018%
4/18/2026 PMG Wealth Management Inc.93,710$4.72M3.4%+13.7%0.321%
2/18/2026 NewEdge Advisors LLC38,608$1.95M0.0%-9.0%0.134%
2/18/2026 IHT Wealth Management LLC421,433$21.27M0.5%+2.1%1.463%
2/18/2026 Claro Advisors Inc.8,903$449K0.1%+64.4%0.031%
2/17/2026 Cetera Investment Advisers40,284$2.03M0.0%+138.5%0.140%
2/17/2026 Equitable Holdings Inc.20,289$1.02M0.0%+13.0%0.070%
2/17/2026 Osaic Holdings Inc.205,856$10.40M0.0%-10.4%0.715%
2/17/2026 Legacy Wealth Advisors LLC76,523$3.86M2.6%N/A0.266%
2/17/2026 Private Advisor Group LLC302,028$15.25M0.1%+7.2%1.049%
2/16/2026 MML Investors Services LLC10,963$553K0.0%+79.9%0.038%
2/16/2026 Mariner LLC269,308$13.60M0.0%-19.9%0.935%
2/16/2026 Kensington Asset Management LLC515,597$26.14M1.4%+3.6%1.790%
2/13/2026 Kestra Advisory Services LLC90,353$4.56M0.0%-54.7%0.314%
2/13/2026 Stifel Financial Corp156,931$7.92M0.0%+19.7%0.545%
2/13/2026 Integrated Wealth Concepts LLC7,773$392K0.0%-44.0%0.027%
2/13/2026 Ausdal Financial Partners Inc.151,570$7.65M0.4%-26.2%0.526%
2/13/2026 Wells Fargo & Company MN746,404$37.68M0.0%+27.3%2.592%
2/12/2026 Jane Street Group LLC94,688$4.78M0.0%+259.9%0.329%
2/12/2026 Commonwealth Equity Services LLC176,640$8.92M0.0%-2.4%0.613%
2/12/2026 Steward Partners Investment Advisory LLC16,446$830K0.0%+216.5%0.057%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
2/12/2026 Wedbush Securities Inc.120,306$6.07M0.2%+56.0%0.418%
2/12/2026 Colonial Trust Advisors2,675$135K0.0%+59.7%0.009%
2/12/2026 Great Valley Advisor Group Inc.11,764$594K0.0%-13.6%0.041%
2/11/2026 Alteri Wealth LLC12,409$626K0.2%-48.1%0.043%
2/11/2026 LPL Financial LLC3,128,607$157.93M0.0%-11.5%10.863%
2/10/2026 Goldman Sachs Group Inc.191,791$9.68M0.0%+151.1%0.666%
2/10/2026 Rothschild Investment LLC4,975$251K0.0%+25.2%0.017%
2/9/2026 Kingsview Wealth Management LLC185,022$9.34M0.1%-0.2%0.642%
2/6/2026 EverSource Wealth Advisors LLC13,871$700K0.0%N/A0.048%
2/6/2026Global Retirement Partners LLC60,750$3.07M0.1%N/A0.211%
2/6/2026 Quantum Private Wealth LLC19,501$984K0.3%-49.4%0.068%
2/5/2026 USAdvisors Wealth Management LLC21,642$1.09M0.4%-18.2%0.075%
2/5/2026 Cornerstone Wealth Management LLC7,867$397K0.0%+55.7%0.027%
2/5/2026 Atlas Private Wealth Advisors61,345$3.10M0.7%-38.9%0.213%
2/4/2026 Horizon Wealth Management LLC19,046$961K0.1%+27.3%0.066%
2/3/2026 Centerpoint Advisory Group5,040$254K0.2%N/A0.017%
2/3/2026 MGO One Seven LLC15,200$767K0.0%-2.6%0.053%
2/3/2026 RFG Advisory LLC7,248$366K0.0%+53.5%0.025%
2/3/2026 MMA Asset Management LLC5,987$302K0.1%-46.4%0.021%
2/2/2026 Welch Financial Planning LLC25,892$1.31M1.0%N/A0.090%
2/2/2026 Truist Financial Corp250,926$12.67M0.0%+15.1%0.868%
2/2/2026 Sun Financial Inc5,032$254K0.1%N/A0.017%
2/2/2026 Oppenheimer & Co. Inc.6,099$308K0.0%N/A0.021%
1/29/2026Comerica Bank9,026$456K0.0%+4.1%0.031%
1/29/2026 D.A. Davidson & CO.240,446$12.14M0.1%+20.6%0.832%
1/29/2026 Sanctuary Advisors LLC46,508$2.35M0.0%+3.3%0.161%
1/29/2026 Concurrent Investment Advisors LLC30,024$1.52M0.0%+58.1%0.104%
1/28/2026 N.E.W. Advisory Services LLC1,438$73K0.0%N/A0.005%
1/28/2026 WPG Advisers LLC20,508$1.04M0.8%-23.4%0.071%
1/27/2026 TME Financial Inc.18,077$913K0.6%-4.1%0.063%
1/26/2026 Private Trust Co. NA17,275$872K0.1%+7.5%0.060%
1/23/2026 PMG Wealth Management Inc.82,424$4.16M3.0%+6.3%0.284%
1/22/2026 Trilogy Capital Inc.18,934$956K0.0%-10.7%0.065%
1/22/2026 Encompass Wealth Advisors LLC13,596$686K0.2%+4.8%0.047%
1/16/2026 Ellsworth Advisors LLC8,507$430K0.1%-21.3%0.029%
1/14/2026 Wealthcare Advisory Partners LLC25,507$1.29M0.0%-2.7%0.088%
1/9/2026 BOS Asset Management LLC892,354$45.05M12.1%-0.9%3.098%
1/8/2026 Wealth Enhancement Advisory Services LLC30,232$1.53M0.0%+15.5%0.105%
1/7/2026 Next Level Private LLC6,959$351K0.1%N/A0.024%
11/17/2025 NewEdge Advisors LLC42,419$2.15M0.0%+21.1%0.145%
11/17/2025 Mariner LLC336,092$17.03M0.0%-14.4%1.151%
11/17/2025 Laraway Financial Advisors Inc8,317$421K0.3%+9.4%0.028%
11/17/2025 Integrated Wealth Concepts LLC13,873$703K0.0%-73.1%0.048%
11/17/2025 Citadel Advisors LLC88,974$4.51M0.0%+140.4%0.305%
11/17/2025 Ausdal Financial Partners Inc.205,427$10.41M0.5%+5.3%0.704%
11/17/2025 Alliancebernstein L.P.13,896,741$704.22M0.2%-7.4%47.592%
11/14/2025 Raymond James Financial Inc.869,953$44.09M0.0%+71.6%2.979%
11/14/2025 Equitable Holdings Inc.17,951$910K0.0%+42.5%0.061%
11/13/2025 Private Advisor Group LLC281,795$14.28M0.1%-31.4%0.965%
11/12/2025 USAdvisors Wealth Management LLC26,461$1.34M0.5%+1.6%0.091%
The SpaceX filing is public. The window is closing. (Ad)

SpaceX just filed its S-1. The IPO is confirmed for June 12 - $75 billion, ticker SPCX, potentially the largest in history. The 21-bank syndicate has already locked up shares, so retail investors won't get access. But the S-1 exposed one publicly traded company Musk cannot operate without - and it's still cheap. Dylan Jovine is releasing the ticker free before June 12 changes the price.tc pixel

Get the ticker before the SpaceX IPO reprices everything on June 12
11/12/2025 Claro Advisors LLC5,415$274K0.0%+12.7%0.019%
11/12/2025 Kingsview Wealth Management LLC185,324$9.39M0.1%+3.8%0.635%
11/12/2025 Kensington Asset Management LLC497,486$25.21M1.5%+396.8%1.704%
11/10/2025Cozad Asset Management Inc.16,752$849K0.1%-3.3%0.057%
11/10/2025 Quantum Private Wealth LLC38,528$1.95M0.6%+152.2%0.132%
11/10/2025 Alteri Wealth LLC23,902$1.21M0.4%+20.3%0.082%
11/7/2025 Wealthcare Advisory Partners LLC26,212$1.33M0.0%-1.7%0.090%
11/7/2025 Rothschild Investment LLC3,975$201K0.0%-10.7%0.014%
11/6/2025 Horizon Wealth Management LLC14,960$758K0.1%N/A0.051%
11/6/2025 Wedbush Securities Inc.77,098$3.91M0.1%-78.1%0.264%


YEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 institutional investors and hedge funds held shares of AB Ultra Short Income ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($704.22M), LPL Financial LLC ($157.93M), BOS Asset Management LLC ($45.05M), Raymond James Financial Inc. ($44.09M), Wells Fargo & Company MN ($37.68M), Kensington Asset Management LLC ($36.33M), and IHT Wealth Management LLC ($21.27M).Learn more on AB Ultra Short Income ETF's institutional investors.

Of the 98 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: Alliancebernstein L.P. ($2.30M), Raymond James Financial Inc. ($1.61M), LPL Financial LLC ($941.76K), Wagner Wealth Management LLC ($787.85K), Kensington Asset Management LLC ($719.79K), BOS Asset Management LLC ($689.93K), and Wedbush Securities Inc. ($395.36K).

Institutional investors have bought a total of 5,510,775 shares in the last 24 months. This purchase volume represents approximately $278.94M in transactions.

Of the 46 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. ($1.11M), LPL Financial LLC ($404.92K), Wedbush Securities Inc. ($275.06K), Envestnet Asset Management Inc. ($193.97K), Kestra Advisory Services LLC ($141.60K), Private Advisor Group LLC ($128.75K), and Mariner LLC ($123.26K).

Institutional investors have sold a total of 3,037,872 shares in the last 24 months. This volume of shares sold represents approximately $153.77M in transactions.


Related Companies

This page (NYSEARCA:YEAR) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
The S-1 just dropped. 22 days left.
The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing con...
Behind the Markets | Sponsoredtc pixel
My crisis of conscience
Emmet Savage - named in Irish America's Wall Street 50 as one of the most successful investors in the world - ...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel