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AB Ultra Short Income ETF (YEAR) Institutional Ownership

AB Ultra Short Income ETF logo
$50.17 0.00 (0.00%)
As of 09/4/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$122.46M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$144.52M
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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
9/2/2026 Citadel Advisors LLC42,633$2.15M0.0%N/A0.142%
8/22/2026 Concurrent Investment Advisors LLC54,582$2.75M0.0%+101.7%0.182%
7/10/2026 Wealthcare Advisory Partners LLC24,071$1.21M0.0%-4.4%0.083%
7/9/2026 Next Level Private LLC9,421$474K0.1%-6.9%0.032%
7/8/2026 Cooper Financial Group72,257$3.64M0.3%+11.4%0.249%
6/3/2026 NewEdge Advisors LLC27,390$1.38M0.0%-29.1%0.094%
5/28/2026 Cozad Asset Management Inc.13,871$700K0.1%-17.2%0.048%
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%
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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%
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%
2/6/2026 Global 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%
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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%
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%


YEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 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 95 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), Wagner Wealth Management LLC ($787.85K), Kensington Asset Management LLC ($719.79K), BOS Asset Management LLC ($582.56K), LPL Financial LLC ($506.95K), and Wedbush Securities Inc. ($395.36K).

Institutional investors have bought a total of 2,422,343 shares in the last 24 months. This purchase volume represents approximately $122.46M in transactions.

Of the 38 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 2,855,247 shares in the last 24 months. This volume of shares sold represents approximately $144.52M in transactions.



Institutional ownership data for NYSEARCA:YEAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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