AB Ultra Short Income ETFYEARETF
13F holders, Q4 2024 (December 31)77holders +10
12new positions
5sold out
$50.35avg. 13F price*
At the end of Q4 2024, 77 institutions reported holding AB Ultra Short Income ETF (YEAR) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 5 sold out. The largest holders were Alliancebernstein L.P. ($639.7M), LPL Financial LLC ($148.6M) and BOS Asset Management, LLC ($39.0M).
- Company
- AB Ultra Short Income ETF
- Filed as
- AB ACTIVE ETFS INC (Q4 2024)
- CUSIP
- 00039J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.6M |
| Exits | 5 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,128,193 shares bought and 1,050,316 shares sold, net +77,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Alliancebernstein L.P. | 0.22% | Reduce -5.2% | 12,706,032 | $639.7M |
| LPL Financial LLC | 0.06% | Add +10.9% | 2,951,236 | $148.6M |
| BOS Asset Management, LLC | 14.03% | Add +4.8% | 773,658 | $39.0M |
| Raymond James Financial Inc. | 0.01% | — | 602,197 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +6.0% | 542,081 | $27.3M |
| Truist Financial Corp. | 0.03% | Add +6.6% | 407,400 | $20.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.2% | 343,742 | $17.3M |
| Mariner, LLC | 0.03% | Add +515.7% | 302,684 | $15.2M |
| Private Advisor Group, LLC | 0.06% | Add +21.8% | 224,115 | $11.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 210,223 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.0% | 179,102 | $9.0M |
| Ausdal Financial Partners, Inc. | 0.77% | Add +13.4% | 177,212 | $8.9M |
| D.A. Davidson & Co. | 0.06% | Add +5.4% | 156,618 | $7.9M |
| Kingsview Wealth Management, LLC | 0.15% | Add +9.3% | 152,894 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -56.2% | 148,902 | $7.5M |
| Moran Wealth Management, LLC | 0.17% | New | 106,058 | $5.3M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +11.0% | 100,569 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +2.3% | 96,694 | $4.9M |
| PMG Wealth Management, Inc. | 3.12% | — | 67,964 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +209.4% | 58,044 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -45.0% | 55,683 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -3.9% | 53,394 | $2.7M |
| Ellsworth Advisors, LLC | 0.66% | Add +12.3% | 49,922 | $2.5M |
| Nations Financial Group Inc, /Ia/ | 0.16% | New | 44,352 | $2.2M |
| Independent Financial Group, LLC | 0.07% | Add +15.7% | 42,746 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Add +64.8% | 41,407 | $2.1M |
| Trilogy Capital Inc. | 0.09% | Add +11.2% | 33,674 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +408.5% | 32,240 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.1% | 31,422 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +133.8% | 29,502 | $1.5M |
| Good Life Advisors, LLC | 0.09% | Reduce -0.0% | 25,759 | $1.3M |
| Lowe Wealth Advisors, LLC | 0.51% | Add +6.9% | 23,675 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.35% | New | 21,390 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 19,870 | $1.0M |
| Tme Financial, Inc. | 0.90% | — | 19,039 | $968K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +14.8% | 18,086 | $911K |
| Cozad Asset Management Inc. | 0.08% | Add +35.0% | 17,776 | $895K |
| Private Trust Co. NA | 0.09% | Reduce -1.7% | 16,696 | $841K |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -26.2% | 15,772 | $794K |
| Main Street Financial Solutions, LLC | 0.08% | New | 15,210 | $766K |
| WPG Advisers, LLC | 0.70% | — | 14,968 | $754K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.8% | 14,865 | $748K |
| Avantax Advisory Services, Inc. | 0.00% | Add +23.5% | 14,665 | $738K |
| Encompass Wealth Advisors, LLC | 0.27% | Add +1.3% | 13,169 | $663K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -15.2% | 13,014 | $655K |
| Moneco Advisors, LLC | 0.06% | Reduce -14.1% | 12,038 | $606K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -21.1% | 11,864 | $601K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +4.8% | 11,087 | $558K |
| MML Investors Services, LLC | 0.00% | Reduce -33.1% | 10,878 | $548K |
| Quantum Private Wealth, LLC | 0.17% | Add +24.2% | 10,272 | $517K |
| Lido Advisors, LLC | 0.00% | No change | 10,000 | $506K |
| Comerica Bank | 0.00% | Add +7.2% | 9,151 | $461K |
| Corient Private Wealth LP | 0.00% | Reduce -49.4% | 8,897 | $448K |
| Fermata Advisors, LLC | 0.08% | Reduce -30.3% | 8,632 | $435K |
| Wagner Wealth Management, LLC | 0.10% | No change | 7,947 | $400K |
| Hilltop Holdings Inc. | 0.02% | Reduce -11.8% | 7,500 | $378K |
| Merit Financial Group, LLC | 0.01% | Add +1.2% | 7,461 | $376K |
| OneDigital Investment Advisors LLC | 0.00% | New | 7,328 | $369K |
| Laraway Financial Advisors Inc | 0.28% | No change | 7,206 | $363K |
| Alteri Wealth LLC | 0.10% | — | 7,086 | $357K |
| RFG Advisory, LLC | 0.01% | Reduce -1.9% | 6,955 | $350K |
| Integrated Wealth Concepts LLC | 0.00% | Add +20.2% | 5,740 | $289K |
| Ameriprise Financial Inc. | 0.00% | New | 5,695 | $287K |
| Weaver Consulting Group | 0.09% | No change | 5,497 | $277K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 5,449 | $274K |
| Equitable Holdings, Inc. | 0.00% | New | 5,427 | $273K |
| Accelerate Investment Advisors LLC | 0.22% | Reduce -72.9% | 5,026 | $253K |
| Magnolia Capital Advisors LLC | 0.06% | New | 4,777 | $241K |
| Cetera Investment Advisers | 0.00% | Reduce -33.6% | 3,993 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +440.0% | 2,700 | $136K |
| Rothschild Investment LLC | 0.00% | New | 750 | $38K |
| FMR LLC | 0.00% | Add +0.2% | 429 | $22K |
| Morgan Stanley | 0.00% | Add +64.9% | 399 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -19.5% | 339 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | New | 300 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $9K |
| Venturi Wealth Management, LLC | 0.00% | New | 44 | $2K |
"% of holder's portfolio" is YEAR's weight in each manager's 13F, not the share of AB Ultra Short Income ETF the manager owns.