AB Ultra Short Income ETFYEARETF
13F holders, Q1 2025 (March 31)74holders −3
8new positions
11sold out
1famous investor
$50.61avg. 13F price*
At the end of Q1 2025, 74 institutions reported holding AB Ultra Short Income ETF (YEAR) in their 13F filings, down 3 from Q4 2024. 8 opened new positions and 11 sold out. The largest holders were Alliancebernstein L.P. ($699.6M), LPL Financial LLC ($159.2M) and BOS Asset Management, LLC ($44.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- AB Ultra Short Income ETF
- Filed as
- AB ACTIVE ETFS INC (Q1 2025)
- CUSIP
- 00039J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.7M |
| Exits | 11 | $12.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,358,451 shares bought and 969,465 shares sold, net +1,388,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Alliancebernstein L.P. | 0.25% | Add +8.8% | 13,824,125 | $699.6M |
| LPL Financial LLC | 0.06% | Add +6.6% | 3,145,456 | $159.2M |
| BOS Asset Management, LLC | 15.29% | Add +13.2% | 875,669 | $44.3M |
| Wells Fargo & Company | 0.01% | Reduce -11.7% | 478,769 | $24.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -23.3% | 462,210 | $23.4M |
| IHT Wealth Management, LLC | 0.72% | Add +995.5% | 453,636 | $23.0M |
| Mariner, LLC | 0.03% | Add +26.4% | 382,568 | $19.4M |
| Private Advisor Group, LLC | 0.10% | Add +46.5% | 328,279 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +24.6% | 223,143 | $11.3M |
| Truist Financial Corp. | 0.02% | Reduce -46.1% | 219,668 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.1% | 198,962 | $10.1M |
| Ausdal Financial Partners, Inc. | 0.69% | Add +2.3% | 181,192 | $9.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -18.4% | 171,471 | $8.7M |
| D.A. Davidson & Co. | 0.07% | Add +8.5% | 169,943 | $8.6M |
| Kingsview Wealth Management, LLC | 0.15% | Add +5.6% | 161,446 | $8.2M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -1.2% | 95,504 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +72.4% | 92,043 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +46.6% | 81,617 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -20.2% | 80,299 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -53.1% | 69,807 | $3.5M |
| PMG Wealth Management, Inc. | 3.74% | Add +2.8% | 69,845 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +946.0% | 60,042 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Add +15.3% | 51,141 | $2.6M |
| Citadel Advisors | 0.00% | New | 37,463 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +26.9% | 37,435 | $1.9M |
| WPG Advisers, LLC | 1.65% | Add +133.4% | 34,934 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -20.6% | 33,936 | $1.7M |
| Ellsworth Advisors, LLC | 0.44% | Reduce -33.0% | 33,437 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.4% | 32,182 | $1.6M |
| Trilogy Capital Inc. | 0.08% | Reduce -13.1% | 29,266 | $1.5M |
| Good Life Advisors, LLC | 0.10% | Add +12.0% | 28,854 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.4% | 26,963 | $1.4M |
| Lowe Wealth Advisors, LLC | 0.57% | Add +12.0% | 26,510 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +39.8% | 25,280 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | New | 24,734 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.40% | Add +6.9% | 22,868 | $1.2M |
| N.E.W. Advisory Services LLC | 0.08% | Add +26.8% | 19,999 | $1.0M |
| Private Trust Co. NA | 0.09% | Reduce -0.4% | 16,631 | $842K |
| Cozad Asset Management Inc. | 0.08% | Reduce -6.7% | 16,592 | $840K |
| Tme Financial, Inc. | 0.73% | Reduce -12.9% | 16,589 | $840K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.0% | 14,871 | $753K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +11.5% | 14,514 | $735K |
| Quantum Private Wealth, LLC | 0.25% | Add +29.2% | 13,274 | $672K |
| Encompass Wealth Advisors, LLC | 0.27% | Reduce -2.2% | 12,877 | $652K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -15.5% | 12,389 | $627K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 11,852 | $600K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.1% | 11,095 | $562K |
| MML Investors Services, LLC | 0.00% | Reduce -0.0% | 10,877 | $551K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -18.4% | 9,680 | $490K |
| Comerica Bank | 0.00% | Reduce -0.2% | 9,132 | $462K |
| Hilltop Holdings Inc. | 0.03% | Add +20.0% | 9,002 | $456K |
| Laraway Financial Advisors Inc | 0.35% | Add +19.8% | 8,631 | $437K |
| RFG Advisory, LLC | 0.01% | Add +17.5% | 8,173 | $414K |
| Wagner Wealth Management, LLC | 0.10% | No change | 7,947 | $402K |
| Guerra Advisors Inc | 0.19% | New | 6,823 | $345K |
| Fermata Advisors, LLC | 0.06% | Reduce -25.9% | 6,395 | $324K |
| Equitable Holdings, Inc. | 0.00% | Add +13.9% | 6,180 | $313K |
| Belpointe Asset Management LLC | 0.02% | New | 6,068 | $307K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | Add +0.1% | 5,457 | $276K |
| Merit Financial Group, LLC | 0.00% | Reduce -28.0% | 5,372 | $272K |
| Weaver Consulting Group | 0.08% | Reduce -4.3% | 5,259 | $266K |
| Mma Asset Management LLC | 0.11% | New | 5,214 | $264K |
| Accelerate Investment Advisors LLC | 0.21% | No change | 5,026 | $254K |
| Alteri Wealth LLC | 0.11% | Reduce -30.1% | 4,956 | $251K |
| Magnolia Capital Advisors LLC | 0.06% | Reduce -6.0% | 4,490 | $227K |
| Lido Advisors, LLC | 0.00% | Reduce -60.0% | 4,000 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.6% | 2,359 | $119K |
| Rothschild Investment LLC | 0.00% | Add +66.7% | 1,250 | $63K |
| JPMorgan Chase & Co. | 0.00% | New | 600 | $30K |
| FMR LLC | 0.00% | Reduce -0.2% | 428 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.5% | 344 | $17K |
| Morgan Stanley | 0.00% | Reduce -24.1% | 303 | $15K |
| Golden State Wealth Management, LLC | 0.00% | New | 228 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $9K |
"% 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.