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AB Ultra Short Income ETF (YEAR) Institutional Ownership

AB Ultra Short Income ETF logo
$50.25 +0.02 (+0.04%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$238.68M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$150.56M
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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
7/10/2026 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%
6/3/2026NewEdge Advisors LLC27,390$1.38M0.0%-29.1%0.094%
5/28/2026Cozad Asset Management Inc.13,871$700K0.1%-17.2%0.048%
5/21/2026Kensington Asset Management LLC719,794$36.33M1.7%+39.6%2.482%
5/19/2026Bank of America Corp DE235,501$11.89M0.0%+344.0%0.812%
5/19/2026Arkadios Wealth Advisors14,642$739K0.0%N/A0.050%
5/18/2026EverSource Wealth Advisors LLC21,845$1.10M0.0%+57.5%0.075%
5/13/2026Cetera Investment Advisers38,498$1.94M0.0%-4.4%0.133%
5/7/2026Legacy Wealth Advisors LLC77,283$3.90M2.0%+1.0%0.266%
5/6/2026 Independent Financial Group LLC11,653$588K0.0%N/A0.040%
5/5/2026D.A. Davidson & CO.278,824$14.07M0.1%+16.0%0.961%
5/5/2026Sanctuary Advisors LLC47,691$2.41M0.0%+2.5%0.164%
5/1/2026Fifth Third Bancorp9,279$468K0.0%N/A0.032%
4/30/2026Kestra Advisory Services LLC57,658$2.91M0.0%-36.2%0.199%
4/30/2026WPG Advisers LLC13,902$702K0.5%-32.2%0.048%
4/29/2026Centerpoint Advisory Group4,346$219K0.2%-13.8%0.015%
4/27/2026USAdvisors Wealth Management LLC20,334$1.03M0.3%-6.0%0.070%
4/27/2026Private Advisor Group LLC310,368$15.67M0.1%+2.8%1.070%
4/24/2026Horizon Wealth Management LLC28,258$1.43M0.2%+48.4%0.097%
4/24/2026Wagner 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%
4/18/2026PMG Wealth Management Inc.93,710$4.72M3.4%+13.7%0.321%
2/18/2026NewEdge Advisors LLC38,608$1.95M0.0%-9.0%0.134%
2/18/2026IHT Wealth Management LLC421,433$21.27M0.5%+2.1%1.463%
2/18/2026Claro Advisors Inc.8,903$449K0.1%+64.4%0.031%
2/17/2026Cetera Investment Advisers40,284$2.03M0.0%+138.5%0.140%
2/17/2026Equitable Holdings Inc.20,289$1.02M0.0%+13.0%0.070%
2/17/2026Osaic Holdings Inc.205,856$10.40M0.0%-10.4%0.715%
2/17/2026Legacy Wealth Advisors LLC76,523$3.86M2.6%N/A0.266%
2/17/2026Private Advisor Group LLC302,028$15.25M0.1%+7.2%1.049%
2/16/2026MML Investors Services LLC10,963$553K0.0%+79.9%0.038%
2/16/2026Mariner LLC269,308$13.60M0.0%-19.9%0.935%
2/16/2026Kensington Asset Management LLC515,597$26.14M1.4%+3.6%1.790%
2/13/2026Kestra Advisory Services LLC90,353$4.56M0.0%-54.7%0.314%
2/13/2026Stifel Financial Corp156,931$7.92M0.0%+19.7%0.545%
2/13/2026Integrated Wealth Concepts LLC7,773$392K0.0%-44.0%0.027%
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2/13/2026Ausdal Financial Partners Inc.151,570$7.65M0.4%-26.2%0.526%
2/13/2026Wells Fargo & Company MN746,404$37.68M0.0%+27.3%2.592%
2/12/2026Jane Street Group LLC94,688$4.78M0.0%+259.9%0.329%
2/12/2026Commonwealth Equity Services LLC176,640$8.92M0.0%-2.4%0.613%
2/12/2026Steward Partners Investment Advisory LLC16,446$830K0.0%+216.5%0.057%
2/12/2026Wedbush Securities Inc.120,306$6.07M0.2%+56.0%0.418%
2/12/2026Colonial Trust Advisors2,675$135K0.0%+59.7%0.009%
2/12/2026Great Valley Advisor Group Inc.11,764$594K0.0%-13.6%0.041%
2/11/2026Alteri Wealth LLC12,409$626K0.2%-48.1%0.043%
2/11/2026LPL Financial LLC3,128,607$157.93M0.0%-11.5%10.863%
2/10/2026Goldman Sachs Group Inc.191,791$9.68M0.0%+151.1%0.666%
2/10/2026Rothschild Investment LLC4,975$251K0.0%+25.2%0.017%
2/9/2026Kingsview Wealth Management LLC185,022$9.34M0.1%-0.2%0.642%
2/6/2026EverSource Wealth Advisors LLC13,871$700K0.0%N/A0.048%
2/6/2026Global Retirement Partners LLC60,750$3.07M0.1%N/A0.211%
2/6/2026Quantum Private Wealth LLC19,501$984K0.3%-49.4%0.068%
2/5/2026USAdvisors 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%
2/5/2026Atlas Private Wealth Advisors61,345$3.10M0.7%-38.9%0.213%
2/4/2026Horizon Wealth Management LLC19,046$961K0.1%+27.3%0.066%
2/3/2026Centerpoint Advisory Group5,040$254K0.2%N/A0.017%
2/3/2026MGO One Seven LLC15,200$767K0.0%-2.6%0.053%
2/3/2026 RFG Advisory LLC7,248$366K0.0%+53.5%0.025%
2/3/2026MMA Asset Management LLC5,987$302K0.1%-46.4%0.021%
2/2/2026 Welch Financial Planning LLC25,892$1.31M1.0%N/A0.090%
2/2/2026Truist Financial Corp250,926$12.67M0.0%+15.1%0.868%
2/2/2026Sun Financial Inc5,032$254K0.1%N/A0.017%
2/2/2026Oppenheimer & Co. Inc.6,099$308K0.0%N/A0.021%
1/29/2026Comerica Bank9,026$456K0.0%+4.1%0.031%
1/29/2026D.A. Davidson & CO.240,446$12.14M0.1%+20.6%0.832%
1/29/2026Sanctuary Advisors LLC46,508$2.35M0.0%+3.3%0.161%
1/29/2026Concurrent Investment Advisors LLC30,024$1.52M0.0%+58.1%0.104%
1/28/2026N.E.W. Advisory Services LLC1,438$73K0.0%N/A0.005%
1/28/2026WPG Advisers LLC20,508$1.04M0.8%-23.4%0.071%
1/27/2026 TME Financial Inc.18,077$913K0.6%-4.1%0.063%
1/26/2026Private Trust Co. NA17,275$872K0.1%+7.5%0.060%
1/23/2026PMG 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%
11/17/2025NewEdge Advisors LLC42,419$2.15M0.0%+21.1%0.145%
11/17/2025Mariner LLC336,092$17.03M0.0%-14.4%1.151%
11/17/2025Laraway Financial Advisors Inc8,317$421K0.3%+9.4%0.028%
11/17/2025Integrated Wealth Concepts LLC13,873$703K0.0%-73.1%0.048%
11/17/2025Citadel Advisors LLC88,974$4.51M0.0%+140.4%0.305%
11/17/2025Ausdal Financial Partners Inc.205,427$10.41M0.5%+5.3%0.704%
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11/17/2025Alliancebernstein L.P.13,896,741$704.22M0.2%-7.4%47.592%
11/14/2025Raymond James Financial Inc.869,953$44.09M0.0%+71.6%2.979%
11/14/2025Equitable Holdings Inc.17,951$910K0.0%+42.5%0.061%
11/13/2025Private Advisor Group LLC281,795$14.28M0.1%-31.4%0.965%
11/12/2025USAdvisors Wealth Management LLC26,461$1.34M0.5%+1.6%0.091%
11/12/2025Claro Advisors LLC5,415$274K0.0%+12.7%0.019%
11/12/2025Kingsview Wealth Management LLC185,324$9.39M0.1%+3.8%0.635%
11/12/2025Kensington 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%
11/10/2025Quantum Private Wealth LLC38,528$1.95M0.6%+152.2%0.132%


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 97 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 4,716,137 shares in the last 24 months. This purchase volume represents approximately $238.68M in transactions.

Of the 41 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 2,974,519 shares in the last 24 months. This volume of shares sold represents approximately $150.56M in transactions.



This page (NYSEARCA:YEAR) was last updated on 7/26/2026 by MarketBeat.com Staff.
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