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AB Ultra Short Income ETF (YEAR)

CUSIP: 00039J103 | NYSE | 149 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

BOS Asset Management, LLC912,006
10.7% of portfolio›$45.7M
D.A. Davidson & Co.287,007
0.1% of portfolio›$14.4M
Truist Financial Corp255,132
0.0% of portfolio›$12.8M
Commonwealth Equity Services, LLC108,476
0.0% of portfolio›$5.4M
Creative Planning93,419
0.0% of portfolio›$4.7M
Cambridge Investment Research Advisors, Inc.89,860
0.0% of portfolio›$4.5M
Wedbush Securities Inc75,908
0.2% of portfolio›$3.8M
Cooper Financial Group61,597
0.2% of portfolio›$3.1M
Kestra Advisory Services, LLC60,814
0.0% of portfolio›$3.0M
Wagner Wealth Management, LLC60,627
0.5% of portfolio›$3.0M
Concurrent Investment Advisors, LLC56,866
0.0% of portfolio›$2.8M
Flagship Harbor Advisors, LLC47,334
0.1% of portfolio›$2.4M
Atlas Private Wealth Advisors38,185
0.4% of portfolio›$1.9M
Horizon Wealth Management, LLC32,934
0.2% of portfolio›$1.6M
Fifth Third Bancorp29,184
0.0% of portfolio›$1.5M
Encompass Wealth Advisors, LLC28,094
0.2% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC25,484
0.0% of portfolio›$1.3M
Tortuga Wealth Management, Inc23,193
0.8% of portfolio›$1.2M
Wealthcare Advisory Partners LLC20,946
0.0% of portfolio›$1.0M
Cdkv Holdings LLC20,361
0.8% of portfolio›$1.0M
TME Financial, Inc.19,462
0.6% of portfolio›$974.6K
USAdvisors Wealth Management, LLC19,283
1.1% of portfolio›$965.0K
Trilogy Capital Inc.18,324
0.0% of portfolio›$917.7K
Lido Advisors, LLC18,235
0.0% of portfolio›$913.2K
Next Level Private LLC17,998
0.2% of portfolio›$901.3K
MGO One Seven LLC17,950
0.0% of portfolio›$898.9K
Private Trust Co NA16,200
0.1% of portfolio›$811.3K
Quantum Private Wealth, LLC15,979
0.2% of portfolio›$800.2K
Independent Financial Group, LLC8,814
0.0% of portfolio›$441.4K
Cornerstone Wealth Management, LLC7,082
0.0% of portfolio›$354.6K
StoneX Group Inc.6,585
0.0% of portfolio›$330.4K
MMA Asset Management LLC6,333
0.1% of portfolio›$317.2K
Oppenheimer & Co Inc6,045
0.0% of portfolio›$302.7K
Ellsworth Advisors, LLC5,838
0.0% of portfolio›$292.4K
RFG Advisory, LLC5,348
0.0% of portfolio›$267.9K
Rose Capital Advisors LLC5,191
0.1% of portfolio›$260.0K
Centerpoint Advisory Group4,350
0.1% of portfolio›$217.8K
WPG Advisers, LLC3,824
0.1% of portfolio›$191.5K
Capital Investment Advisory Services, LLC264
0.0% of portfolio›$13.2K
Westside Investment Management, Inc.180
0.0% of portfolio›$9.0K
StyleTurnoverLocationFiled
BOS Asset Management, LLC
912,006$45.7M10.7%ETFLowSpringfield, IL2026-10-09
D.A. Davidson & Co.
287,007$14.4M0.1%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
255,132$12.8M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
108,476$5.4M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
93,419$4.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
89,860$4.5M0.0%ETFLowFairfield, IA2026-11-02
Wedbush Securities Inc
75,908$3.8M0.2%CoreLowPasadena, CA2026-10-22
Cooper Financial Group
61,597$3.1M0.2%GrowthMediumIrvine, CA2026-10-07
Kestra Advisory Services, LLC
60,814$3.0M0.0%CoreLowAustin, TX2026-11-02
Wagner Wealth Management, LLC
60,627$3.0M0.5%ETFLowGreenville, SC2026-10-21
Concurrent Investment Advisors, LLC
56,866$2.8M0.0%GrowthMediumTampa, FL2026-10-16
Flagship Harbor Advisors, LLC
47,334$2.4M0.1%ETFMediumBoston, MA2026-10-26
Atlas Private Wealth Advisors
38,185$1.9M0.4%ETFLowRed Bank, NJ2026-10-23
Horizon Wealth Management, LLC
32,934$1.6M0.2%ETFVery HighLa Grange, IL2026-11-02
Fifth Third Bancorp
29,184$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Encompass Wealth Advisors, LLC
28,094$1.4M0.2%ETFVery LowPortland, OR2026-10-15
Wealth Enhancement Advisory Services, LLC
25,484$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Tortuga Wealth Management, Inc
23,193$1.2M0.8%CoreLowTorrance, CA2026-10-27
Wealthcare Advisory Partners LLC
20,946$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Cdkv Holdings LLC
20,361$1.0M0.8%ETFMediumDenver, CO2026-10-28
TME Financial, Inc.
19,462$974.6K0.6%ETFMediumHuntington Beach, CA2026-10-14
USAdvisors Wealth Management, LLC
19,283$965.0K1.1%ETFLowEden Prairie, MN2026-10-21
Trilogy Capital Inc.
18,324$917.7K0.0%ETFMediumIrvine, CA2026-10-20
Lido Advisors, LLC
18,235$913.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Next Level Private LLC
17,998$901.3K0.2%CoreVery LowHarrison, NY2026-10-20
MGO One Seven LLC
17,950$898.9K0.0%GrowthLowBeachwood, OH2026-10-28
Private Trust Co NA
16,200$811.3K0.1%CoreLowCleveland, OH2026-10-20
Quantum Private Wealth, LLC
15,979$800.2K0.2%GrowthLowTampa, FL2026-10-20
Independent Financial Group, LLC
8,814$441.4K0.0%GrowthLowSan Diego, CA2026-10-13
Cornerstone Wealth Management, LLC
7,082$354.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
StoneX Group Inc.
6,585$330.4K0.0%ETFMediumNew York, NY2026-11-03
MMA Asset Management LLC
6,333$317.2K0.1%ETFMediumNew York, NY2026-11-02
Oppenheimer & Co Inc
6,045$302.7K0.0%CoreLowNew York, NY2026-10-26
Ellsworth Advisors, LLC
5,838$292.4K0.0%GARPHighHudson, OH2026-10-15
RFG Advisory, LLC
5,348$267.9K0.0%ETFMediumBirmingham, AL2026-11-03
Rose Capital Advisors LLC
5,191$260.0K0.1%ETFN/AMiami Beach, FL2026-11-04
Centerpoint Advisory Group
4,350$217.8K0.1%ETFLowOverland Park, KS2026-10-23
WPG Advisers, LLC
3,824$191.5K0.1%CoreLowBaltimore, MD2026-10-27
Capital Investment Advisory Services, LLC
264$13.2K0.0%CoreMediumRaleigh, NC2026-10-30
Westside Investment Management, Inc.
180$9.0K0.0%GrowthLowSanta Monica, CA2026-11-02