AB Ultra Short Income ETFYEARETF
13F holders, Q2 2025 (June 30)77holders +3
11new positions
8sold out
1famous investor
$50.66avg. 13F price*
At the end of Q2 2025, 77 institutions reported holding AB Ultra Short Income ETF (YEAR) in their 13F filings, up 3 from Q1 2025. 11 opened new positions and 8 sold out. The largest holders were Alliancebernstein L.P. ($760.3M), LPL Financial LLC ($173.6M) and BOS Asset Management, LLC ($42.0M). 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 (Q2 2025)
- CUSIP
- 00039J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $42.3M |
| Exits | 8 | $7.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,654,825 shares bought and 413,988 shares sold, net +3,240,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Alliancebernstein L.P. | 0.25% | Add +8.6% | 15,007,157 | $760.3M |
| LPL Financial LLC | 0.06% | Add +8.9% | 3,426,479 | $173.6M |
| BOS Asset Management, LLC | 13.46% | Reduce -5.3% | 828,866 | $42.0M |
| Wagner Wealth Management, LLC | 9.16% | Add +9882.2% | 793,289 | $40.2M |
| Wells Fargo & Company | 0.01% | Add +7.9% | 516,581 | $26.2M |
| Raymond James Financial Inc. | 0.01% | Add +9.7% | 506,870 | $25.7M |
| Private Advisor Group, LLC | 0.11% | Add +25.1% | 410,544 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +101.3% | 400,580 | $20.3M |
| Mariner, LLC | 0.03% | Add +2.6% | 392,569 | $19.9M |
| Wedbush Securities Inc. | 0.62% | New | 352,154 | $17.8M |
| IHT Wealth Management, LLC | 0.48% | Reduce -24.6% | 342,235 | $17.3M |
| Osaic Holdings, Inc. | 0.02% | Add +29.2% | 221,518 | $11.2M |
| Truist Financial Corp. | 0.02% | Reduce -2.3% | 214,678 | $10.9M |
| Ausdal Financial Partners, Inc. | 0.66% | Add +7.7% | 195,178 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.8% | 192,412 | $9.7M |
| Moran Wealth Management, LLC | 0.29% | New | 186,192 | $9.4M |
| D.A. Davidson & Co. | 0.06% | Add +5.2% | 178,833 | $9.1M |
| Kingsview Wealth Management, LLC | 0.15% | Add +10.6% | 178,620 | $9.0M |
| Atlas Private Wealth Advisors | 0.82% | New | 125,714 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +16.1% | 106,901 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +29.0% | 105,257 | $5.3M |
| Kensington Asset Management, LLC | 0.38% | New | 100,131 | $5.1M |
| PMG Wealth Management, Inc. | 3.22% | Add +10.6% | 77,249 | $3.9M |
| Flagship Harbor Advisors, LLC | 0.18% | Reduce -5.7% | 75,746 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.8% | 63,649 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +1.4% | 51,881 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -14.0% | 51,636 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -1.2% | 37,007 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.1% | 35,115 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.4% | 35,023 | $1.8M |
| Good Life Advisors, LLC | 0.10% | Add +12.9% | 32,590 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.5% | 27,917 | $1.4M |
| Lowe Wealth Advisors, LLC | 0.55% | Add +4.2% | 27,611 | $1.4M |
| Ellsworth Advisors, LLC | 0.34% | Reduce -18.1% | 27,382 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +5.5% | 26,676 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.49% | Add +13.8% | 26,034 | $1.3M |
| WPG Advisers, LLC | 1.07% | Reduce -28.5% | 24,969 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Reduce -32.7% | 22,828 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Reduce -27.6% | 21,176 | $1.1M |
| Alteri Wealth LLC | 0.39% | Add +301.0% | 19,874 | $1.0M |
| VestGen Advisors, LLC | 0.04% | New | 19,100 | $968K |
| Tme Financial, Inc. | 0.74% | Add +9.5% | 18,158 | $920K |
| Cetera Investment Advisers | 0.00% | New | 17,797 | $902K |
| Susquehanna International Group, LLP | 0.00% | New | 17,466 | $885K |
| Cozad Asset Management Inc. | 0.08% | Add +4.4% | 17,318 | $877K |
| Private Trust Co. NA | 0.08% | Reduce -3.3% | 16,075 | $814K |
| Quantum Private Wealth, LLC | 0.25% | Add +15.1% | 15,276 | $774K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.2% | 15,198 | $770K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 14,514 | $735K |
| Encompass Wealth Advisors, LLC | 0.24% | Add +0.3% | 12,913 | $654K |
| Equitable Holdings, Inc. | 0.01% | Add +103.8% | 12,594 | $638K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.7% | 12,476 | $632K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +418.4% | 12,229 | $620K |
| Guerra Advisors Inc | 0.28% | Add +70.0% | 11,597 | $587K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.3% | 11,467 | $581K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.8% | 11,003 | $557K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 10,892 | $552K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -3.6% | 9,330 | $473K |
| RFG Advisory, LLC | 0.01% | Add +11.7% | 9,131 | $463K |
| Comerica Bank | 0.00% | Reduce -5.0% | 8,673 | $439K |
| Hilltop Holdings Inc. | 0.03% | Reduce -9.1% | 8,182 | $415K |
| Laraway Financial Advisors Inc | 0.29% | Reduce -11.9% | 7,602 | $385K |
| UBS Group AG | 0.00% | New | 6,718 | $340K |
| Merit Financial Group, LLC | 0.00% | Add +0.9% | 5,419 | $275K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | Reduce -5.7% | 5,148 | $261K |
| Mma Asset Management LLC | 0.10% | Reduce -2.1% | 5,106 | $259K |
| Belpointe Asset Management LLC | 0.01% | Reduce -16.0% | 5,095 | $258K |
| Accelerate Investment Advisors LLC | 0.18% | Reduce -4.3% | 4,808 | $244K |
| Claro Advisors Inc. | 0.04% | New | 4,804 | $243K |
| Rothschild Investment LLC | 0.01% | Add +256.0% | 4,450 | $225K |
| Lido Advisors, LLC | 0.00% | No change | 4,000 | $203K |
| S.A. Mason LLC | 0.06% | New | 2,353 | $119K |
| Colonial Trust Advisors | 0.01% | New | 1,675 | $85K |
| Morgan Stanley | 0.00% | Reduce -0.3% | 302 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -15.7% | 290 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -99.3% | 131 | $7K |
"% 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.