AB Ultra Short Income ETF (YEAR) Institutional Ownership

$50.38
0.00 (0.00%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$189.50M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.41M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.232,945$11.77M0.0%-4.0%1.239%
4/24/2024 Leavell Investment Management Inc.10,950$553K0.0%+28.1%0.058%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,588$333K0.1%-19.0%0.035%
4/17/2024 Trilogy Capital Inc.30,542$1.54M0.1%-16.1%0.162%
4/16/2024 Weaver Consulting Group10,747$543K0.2%+22.9%0.057%
4/15/2024 Wealthcare Advisory Partners LLC10,599$535K0.0%+13.3%0.056%
4/11/2024 RFG Advisory LLC6,774$342K0.0%N/A0.073%
4/9/2024 Lowe Wealth Advisors LLC19,860$1.00M0.5%+31.6%0.215%
2/14/2024ADAR1 Capital Management LLC10,000$503K0.2%N/A0.108%
2/9/2024 Cambridge Investment Research Advisors Inc.242,676$12.20M0.1%+868.8%2.629%
2/9/2024D.A. Davidson & CO.86,810$4.37M0.0%N/A0.941%
2/8/2024Kingsview Wealth Management LLC118,100$5.94M0.2%+4.4%1.280%
2/7/2024Avantax Advisory Services Inc.9,528$479K0.0%+5.1%0.103%
2/6/2024Centric Wealth Management86,700$4.37M1.4%-2.5%0.939%
2/6/2024 N.E.W. Advisory Services LLC71,428$3.59M0.4%+47.6%0.774%
2/6/2024Private Advisor Group LLC59,129$2.97M0.0%+71.1%0.641%
2/5/2024Kestra Private Wealth Services LLC27,028$1.36M0.0%+4.2%0.293%
2/2/2024Truist Financial Corp244,992$12.32M0.0%+9.1%2.654%
1/25/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH8,132$409K0.1%+4.4%0.088%
1/23/2024 Leavell Investment Management Inc.8,545$432K0.0%+98.7%0.093%
1/18/2024 Ellsworth Advisors LLC105,055$5.28M1.7%+1.2%1.138%
1/12/2024 Trilogy Capital Inc.36,406$1.83M0.1%-44.3%0.394%
1/11/2024 Ausdal Financial Partners Inc.138,758$6.98M0.9%+480.6%1.503%
1/10/2024 Cornerstone Wealth Management LLC9,156$460K0.0%N/A0.099%
1/5/2024WealthPLAN Partners LLC25,782$1.30M0.1%+57.2%0.279%
1/5/2024 Lowe Wealth Advisors LLC15,095$759K0.4%+90.1%0.164%
11/15/2023Integrated Wealth Concepts LLC25,895$1.30M0.0%-37.3%0.281%
11/15/2023WealthPlan Investment Management LLC16,396$823K0.1%N/A0.178%
11/14/2023BOS Asset Management LLC316,468$15.89M11.7%-5.4%3.429%
11/13/2023LPL Financial LLC1,703,603$85.52M0.1%+36.2%18.457%
11/13/2023Envestnet Asset Management Inc.230,993$11.60M0.0%-1.2%2.503%
11/13/2023Kestra Advisory Services LLC384,930$19.32M0.2%+732.8%4.170%
11/8/2023 Ausdal Financial Partners Inc.23,901$1.20M0.2%+489.1%0.259%
11/8/2023Oppenheimer Asset Management Inc.100,422$5.04M0.1%-1.9%1.088%
11/8/2023Kestra Private Wealth Services LLC25,944$1.30M0.0%+4.7%0.281%
11/7/2023Kingsview Wealth Management LLC113,137$5.68M0.2%+3.5%1.226%
11/7/2023 Masso Torrence Wealth Management Inc.16,418$824K0.6%+4.3%0.178%
11/7/2023Encompass Wealth Advisors LLC9,840$494K0.2%+6.5%0.107%
11/6/2023Lincoln National Corp20,421$1.03M0.0%-2.1%0.221%
11/6/2023 N.E.W. Advisory Services LLC48,398$2.43M0.3%N/A0.524%
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11/6/2023Centric Wealth Management88,886$4.46M1.9%N/A0.963%
11/3/2023Private Advisor Group LLC34,560$1.74M0.0%+24.6%0.374%
11/2/2023Quantum Private Wealth LLC9,261$465K0.2%N/A0.100%
11/2/2023WealthPlan Investment Management LLC16,396$823K0.1%N/A0.178%
10/24/2023 Cambridge Investment Research Advisors Inc.25,048$1.26M0.0%-15.2%0.271%
10/23/2023Commonwealth Equity Services LLC123,256$6.19M0.0%+235.1%1.335%
10/23/2023 Lowe Wealth Advisors LLC7,940$399K0.2%N/A0.086%
10/20/2023 Ellsworth Advisors LLC103,825$5.20M1.8%-1.5%1.125%
10/17/2023 Flagship Harbor Advisors LLC41,549$2.09M0.2%+3.4%0.450%
10/16/2023 Trilogy Capital Inc.65,381$3.28M0.2%-2.3%0.708%
10/16/2023 Leavell Investment Management Inc.4,300$216K0.0%N/A0.047%
10/13/2023 Weaver Consulting Group8,747$439K0.2%+20.7%0.095%
10/12/2023 Wealthcare Advisory Partners LLC9,378$471K0.0%+88.3%0.102%
8/21/2023Osaic Holdings Inc.308,966$15.50M0.0%-17.9%3.347%
8/15/2023BOS Asset Management LLC334,596$16.79M13.0%+67.8%3.625%
8/11/2023Kestra Advisory Services LLC46,219$2.32M0.0%+13.9%0.501%
8/11/2023 Masso Torrence Wealth Management Inc.15,741$790K0.6%-5.5%0.171%
8/10/2023Osaic Holdings Inc.308,966$15.50M0.0%-17.9%3.347%
8/10/2023Commonwealth Equity Services LLC36,785$1.85M0.0%+41.2%0.399%
8/10/2023Private Advisor Group LLC27,745$1.39M0.0%N/A0.301%
8/9/2023Encompass Wealth Advisors LLC9,240$464K0.2%+17.0%0.100%
8/7/2023Lincoln National Corp20,853$1.05M0.0%N/A0.226%
8/4/2023Envestnet Asset Management Inc.233,867$11.73M0.0%+806.6%2.534%
8/3/2023 RFG Advisory LLC4,601$231K0.0%-7.9%0.050%
8/3/2023Oppenheimer Asset Management Inc.102,413$5.14M0.1%N/A1.110%
8/1/2023Truist Financial Corp254,645$12.78M0.0%+429.2%3.745%
7/31/2023LPL Financial LLC1,250,765$62.75M0.0%+29.1%18.394%
7/31/2023 Ausdal Financial Partners Inc.4,057$204K0.0%N/A0.060%
7/25/2023 FARMERS & MERCHANTS TRUST Co OF LONG BEACH7,789$391K0.1%+38.0%0.115%
7/24/2023 Trilogy Capital Inc.66,911$3.36M0.2%+113.8%0.984%
7/24/2023 Ellsworth Advisors LLC105,441$5.29M1.8%-7.3%1.551%
7/19/2023 Weaver Consulting Group7,247$364K0.2%N/A0.107%
7/17/2023 Wealthcare Advisory Partners LLC4,980$250K0.0%N/A0.073%
7/13/2023 Cambridge Investment Research Advisors Inc.29,531$1.48M0.0%-48.5%0.434%
7/11/2023 Flagship Harbor Advisors LLC40,167$2.02M0.2%+49.8%0.591%
5/16/2023BOS Asset Management LLC199,408$10.01M8.3%N/A2.976%
5/12/2023 Masso Torrence Wealth Management Inc.16,653$836K0.7%N/A0.249%
5/11/2023 Cambridge Investment Research Advisors Inc.57,351$2.88M0.0%+1,177.3%0.856%
5/10/2023LPL Financial LLC969,058$48.64M0.0%+212.3%14.464%
5/10/2023WealthPLAN Partners LLC4,644$233K0.0%N/A0.069%
5/9/2023 RFG Advisory LLC4,995$251K0.0%N/A0.075%
5/5/2023Truist Financial Corp48,117$2.42M0.0%N/A0.718%
5/5/2023Jacobi Capital Management LLC20,700$1.04M0.1%N/A0.309%
5/5/2023Encompass Wealth Advisors LLC7,900$397K0.1%N/A0.118%
5/3/2023Integrated Wealth Concepts LLC29,794$1.50M0.0%+493.7%0.445%
4/28/2023Avantax Advisory Services Inc.5,876$295K0.0%N/A0.088%
4/24/2023 FARMERS & MERCHANTS TRUST Co OF LONG BEACH5,644$283K0.1%N/A0.084%
4/17/2023 Trilogy Capital Inc.31,296$1.57M0.1%N/A0.782%
4/12/2023 Ellsworth Advisors LLC113,685$5.71M2.0%+6.3%2.842%
4/12/2023 Flagship Harbor Advisors LLC26,813$1.35M0.1%N/A0.670%
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2/13/2023Kingsview Wealth Management LLC67,145$3.35M0.1%+1,375.7%1.722%
2/10/2023Advisor Group Holdings Inc.328,874$16.43M0.0%N/A8.433%
2/8/2023 Cambridge Investment Research Advisors Inc.4,490$224K0.0%N/A0.115%
2/7/2023Commonwealth Equity Services LLC15,900$794K0.0%N/A0.408%
2/7/2023LPL Financial LLC310,335$15.50M0.0%N/A7.957%
2/1/2023Kestra Private Wealth Services LLC4,616$231K0.0%N/A0.118%
1/31/2023Kestra Advisory Services LLC7,942$397K0.0%N/A0.204%
1/19/2023 Ellsworth Advisors LLC106,990$5.37M2.0%N/A2.816%
1/18/2023 Private Trust Co. NA1,209$60K0.0%N/A0.032%
(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, 38 institutional investors and hedge funds held shares of AB Ultra Short Income ETF. The most heavily invested institutionals were LPL Financial LLC ($85.52M), Kestra Advisory Services LLC ($19.32M), Advisor Group Holdings Inc. ($16.43M), BOS Asset Management LLC ($15.89M), Osaic Holdings Inc. ($15.50M), Truist Financial Corp ($12.32M), and Cambridge Investment Research Advisors Inc. ($11.77M).Learn more on YEAR's institutional investors.

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

Of the 37 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 ($1.70M), Kestra Advisory Services LLC ($352.30K), BOS Asset Management LLC ($334.60K), Advisor Group Holdings Inc. ($328.87K), Truist Financial Corp ($275.01K), Cambridge Investment Research Advisors Inc. ($274.98K), and Envestnet Asset Management Inc. ($208.07K).

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

Institutional investors have bought a total of 4,687,981 shares in the last 24 months. This purchase volume represents approximately $235.14M in transactions.

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

Of the 13 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: Osaic Holdings Inc. ($134.90K), Cambridge Investment Research Advisors Inc. ($42.03K), Trilogy Capital Inc. ($36.37K), BOS Asset Management LLC ($18.13K), Integrated Wealth Concepts LLC ($15.38K), Ellsworth Advisors LLC ($9.86K), and Envestnet Asset Management Inc. ($2.87K).

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

Institutional investors have sold a total of 266,998 shares in the last 24 months. This volume of shares sold represents approximately $13.41M in transactions.


This page (NYSEARCA:YEAR) was last updated on 4/25/2024 by MarketBeat.com Staff

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