AB ULTRA SHORT INCOME ETF YEAR
$50.24
+0.1% 52w: $48.49 – $50.27
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.4949.3850.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
86
+1 QoQ
13F value
$1.26B
-1.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns YEAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 14.0M | $704.8M | 0.2% | -0.8% |
| LPL Financial LLC | Bank broker | 3.2M | $163.9M | 0.0% | +3.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $50.8M | 0.0% | +5.3% |
| BOS Asset Management, LLC | Wealth advisor | 953.6K | $48.1M | 12.3% | +6.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 742.8K | $37.5M | 0.0% | -0.5% |
| Kensington Asset Management, LLC | Wealth advisor | 719.8K | $36.3M | 2.0% | +39.6% |
| IHT Wealth Management, LLC | Wealth advisor | 679.8K | $34.3M | 0.8% | +61.3% |
| Private Advisor Group, LLC | Wealth advisor | 310.4K | $15.7M | 0.1% | +2.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 278.8K | $14.1M | 0.1% | +16.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 253.0K | $12.8M | 0.0% | +0.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 235.5K | $11.9M | 0.0% | +344.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 179.9K | $9.1M | 0.0% | +14.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 176.9K | $8.9M | 0.0% | -14.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 170.0K | $8.6M | 0.0% | -3.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 167.6K | $8.5M | 0.1% | -9.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 165.3K | $8.3M | 0.0% | -3.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 155.5K | $7.8M | 0.4% | +2.6% |
| Mariner, LLC | Diversified mechanical | 154.2K | $7.8M | 0.0% | -42.8% |
| HighPoint Advisor Group LLC | Wealth advisor | 136.3K | $6.9M | 0.3% | +395.1% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 123.7K | $6.2M | 0.2% | +2.8% |
| PMG Wealth Management, Inc. | Wealth advisor | 93.7K | $4.7M | 3.4% | +13.7% |
| Legacy Wealth Advisors, LLC | Wealth advisor | 77.3K | $3.9M | 2.0% | +1.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 71.8K | $3.6M | 0.0% | -7.1% |
| Cooper Financial Group | Wealth advisor | 64.9K | $3.3M | 0.3% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 57.7K | $2.9M | 0.0% | -36.2% |
| Atlas Private Wealth Advisors | Wealth advisor | 50.7K | $2.6M | 0.6% | -17.4% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 48.5K | $2.4M | 0.1% | +0.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 47.7K | $2.4M | 0.0% | +2.5% |
| Cetera Investment Advisers | Wealth advisor | 38.5K | $1.9M | 0.0% | -4.4% |
| Horizon Wealth Management, LLC | Wealth advisor | 28.3K | $1.4M | 0.2% | +48.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 28.2K | $1.4M | 0.0% | -6.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 27.4K | $1.4M | 0.0% | -29.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 27.1K | $1.4M | 0.0% | -9.9% |
| Equitable Holdings, Inc. | Wealth advisor | 26.2K | $1.3M | 0.0% | +29.0% |
| Welch Financial Planning, LLC | Wealth advisor | 26.1K | $1.3M | 0.9% | +0.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 25.2K | $1.3M | 0.0% | -1.2% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 21.8K | $1.1M | 0.0% | +57.5% |
| USAdvisors Wealth Management, LLC | Wealth advisor | 20.3K | $1.0M | 0.3% | -6.0% |
| CDKV HOLDINGS LLC | Wealth advisor | 20.1K | $1.0M | 0.9% | -0.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 19.7K | $994K | 0.0% | +29.6% |
| MAI Capital Management | Wealth advisor | 19.6K | $992K | 0.0% | -17.9% |
| Trilogy Capital Inc. | Wealth advisor | 18.4K | $928K | 0.0% | -2.9% |
| TME FINANCIAL, INC. | Wealth advisor | 17.7K | $893K | 0.6% | -2.2% |
| &PARTNERS | Diversified mechanical | 17.6K | $886K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 15.2K | $766K | 0.0% | -7.7% |
| Davis Wealth Advisors, LLC | Wealth advisor | 15.0K | $756K | 0.6% | Held |
| Arkadios Wealth Advisors | Wealth advisor | 14.6K | $739K | 0.0% | New |
| Quantum Private Wealth, LLC ★2 | Fundamental diversified | 14.3K | $719K | 0.2% | -26.9% |
| PRIVATE TRUST CO NA | Diversified mechanical | 14.2K | $717K | 0.1% | -17.8% |
| WPG Advisers, LLC | Wealth advisor | 13.9K | $702K | 0.5% | -32.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.