FWD Institutional Ownership
Alliance Bernstein - AB Disruptors ETF
1W: +1.3%
1M: +6.8%
3M: -3.9%
YTD: +26.1%
1Y: +31.4%
3Y: +159.2%
$134.71
+2.20 (+1.66%)
Weekly Expected Move ±2.7%
$127
$131
$135
$138
$142
Overview
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Institutional Ownership — FWD
126
Institutional Holders
+45 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
49
New Positions
47
Increased
18
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 12,254,845 | 1.7B | +1,636,236 | +15.4% | 14Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,512,442 | $204M | +504,182 | +50.0% | 11Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 597,024 | $80M | -411,969 | -40.8% | 8Q | SEC ↗ |
| 4 | Betterment LLC | 580,084 | $78M | +3,358 | +0.6% | 6Q | SEC ↗ |
| 5 | Integrated Wealth Concepts LLC | 473,735 | $64M | +46,351 | +10.8% | 9Q | SEC ↗ |
| 6 | Bleakley Financial Group, LLC | 255,585 | $34M | +15,767 | +6.6% | 3Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC NEW | 233,743 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 180,785 | $24M | +107,539 | +146.8% | 5Q | SEC ↗ |
| 9 | UBS Group AG | 163,561 | $22M | +89,854 | +121.9% | 8Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 157,322 | $21M | +110,093 | +233.1% | 5Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 156,601 | $21M | +98,848 | +171.2% | 3Q | SEC ↗ |
| 12 | GLENMEDE TRUST CO NA | 155,481 | $21M | +148,202 | +2036.0% | 2Q | SEC ↗ |
| 13 | Tulsa Wealth Advisors, INC NEW | 144,424 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Embree Financial Group | 130,678 | $18M | +15,287 | +13.2% | 7Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 128,750 | $17M | -11,250 | -8.0% | 12Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 123,354 | $17M | +86,439 | +234.2% | 8Q | SEC ↗ |
| 17 | Intrepid Financial Planning Group LLC | 109,732 | $15M | +8,407 | +8.3% | 4Q | SEC ↗ |
| 18 | KPP Advisory Services LLC | 82,091 | $11M | +8,704 | +11.9% | 4Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 82,014 | $11M | +65,686 | +402.3% | 13Q | SEC ↗ |
| 20 | Quantum Private Wealth, LLC | 73,382 | $10M | -8,001 | -9.8% | 14Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP | 73,185 | $10M | +57,883 | +378.3% | 3Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 66,433 | $9M | +19,307 | +41.0% | 9Q | SEC ↗ |
| 23 | PMG Wealth Management, Inc. | 64,371 | $9M | +3,902 | +6.5% | 2Q | SEC ↗ |
| 24 | Concurrent Investment Advisors, LLC NEW | 64,294 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Eldridge Investment Advisors, Inc. NEW | 63,621 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 59,566 | $8M | +39,709 | +200.0% | 9Q | SEC ↗ |
| 27 | BOS Asset Management, LLC | 56,799 | $8M | +10,267 | +22.1% | 9Q | SEC ↗ |
| 28 | HighPoint Advisor Group LLC | 53,093 | $7M | +4,942 | +10.3% | 2Q | SEC ↗ |
| 29 | Colonial River Investments, LLC NEW | 50,978 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 30 | StoneCrest Wealth Management, Inc. | 48,751 | $7M | -4,982 | -9.3% | 5Q | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 37,759 | $5M | +8,559 | +29.3% | 6Q | SEC ↗ |
| 32 | VestGen Advisors, LLC | 30,456 | $4M | +1,377 | +4.7% | 2Q | SEC ↗ |
| 33 | Advisory Services Network, LLC | 28,418 | $4M | +3,340 | +13.3% | 9Q | SEC ↗ |
| 34 | IFG Advisory, LLC NEW | 27,747 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC NEW | 26,688 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 36 | CWM, LLC | 26,092 | $4M | -299 | -1.1% | 6Q | SEC ↗ |
| 37 | Cornerstone Wealth Management, LLC | 24,413 | $3M | +6,299 | +34.8% | 2Q | SEC ↗ |
| 38 | Global Retirement Partners, LLC NEW | 22,956 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Signature Equity Partners, LLC NEW | 22,901 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 20,939 | $3M | +18,627 | +805.7% | 2Q | SEC ↗ |
| 41 | USAdvisors Wealth Management, LLC | 20,190 | $3M | +2,526 | +14.3% | 7Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,713 | $3M | -15,536 | -44.1% | 5Q | SEC ↗ |
| 43 | Kingsview Wealth Management, LLC | 19,187 | $3M | +405 | +2.2% | 7Q | SEC ↗ |
| 44 | WEDBUSH SECURITIES INC | 18,981 | $3M | -1,331 | -6.6% | 5Q | SEC ↗ |
| 45 | Anderson Financial Strategies, LLC | 18,685 | $3M | -2,775 | -12.9% | 3Q | SEC ↗ |
| 46 | FLAGSHIP HARBOR ADVISORS, LLC NEW | 18,478 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | GREAT VALLEY ADVISOR GROUP, INC. NEW | 18,223 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Huntleigh Advisors, Inc. | 17,737 | $2M | +1,117 | +6.7% | 7Q | SEC ↗ |
| 49 | SFG Wealth Management, LLC. NEW | 17,340 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 13,172 | $2M | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 233,743 | $31M |
| Tulsa Wealth Advisors, INC | 144,424 | $19M |
| Concurrent Investment Advisors, LLC | 64,294 | $9M |
| Eldridge Investment Advisors, Inc. | 63,621 | $9M |
| Colonial River Investments, LLC | 50,978 | $7M |
| IFG Advisory, LLC | 27,747 | $4M |
| Sanctuary Advisors, LLC | 26,688 | $4M |
| Global Retirement Partners, LLC | 22,956 | $3M |
| Signature Equity Partners, LLC | 22,901 | $3M |
| FLAGSHIP HARBOR ADVISORS, LLC | 18,478 | $2M |
| GREAT VALLEY ADVISOR GROUP, INC. | 18,223 | $2M |
| SFG Wealth Management, LLC. | 17,340 | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 12,687 | $2M |
| Vise Technologies, Inc. | 8,938 | $1M |
| &PARTNERS | 6,746 | $909K |
| WESPAC Advisors, LLC | 6,173 | $832K |
| Sound View Wealth Advisors Group, L | 5,646 | $761K |
| Gotham Asset Management, LLC | 5,068 | $683K |
| Kestra Advisory Services, LLC | 4,473 | $603K |
| STIFEL FINANCIAL CORP | 4,345 | $585K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 7,920 | $1M |
| Mariner, LLC | 6,051 | $815K |
| MGO ONE SEVEN LLC | 1,984 | $267K |
| FLOW TRADERS U.S. LLC | 1,967 | $265K |
| Clarity Asset Management, Inc. | 247 | $33K |
| JONES FINANCIAL COMPANIES LLLP | 152 | $20K |
| VANGUARD ADVISERS INC | 4 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | +1,636,236 | +15.4% | 12,254,845 |
| LPL Financial LLC | +504,182 | +50.0% | 1,512,442 |
| GLENMEDE TRUST CO NA | +148,202 | +2036.0% | 155,481 |
| ENVESTNET ASSET MANAGEMENT INC | +110,093 | +233.1% | 157,322 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +107,539 | +146.8% | 180,785 |
| RAYMOND JAMES FINANCIAL INC | +98,848 | +171.2% | 156,601 |
| UBS Group AG | +89,854 | +121.9% | 163,561 |
| Private Advisor Group, LLC | +86,439 | +234.2% | 123,354 |
| OSAIC HOLDINGS, INC. | +65,686 | +402.3% | 82,014 |
| TRUIST FINANCIAL CORP | +57,883 | +378.3% | 73,185 |
| Integrated Wealth Concepts LLC | +46,351 | +10.8% | 473,735 |
| MML INVESTORS SERVICES, LLC | +39,709 | +200.0% | 59,566 |
| Cambridge Investment Research Advis | +19,307 | +41.0% | 66,433 |
| COMMONWEALTH EQUITY SERVICES, LLC | +18,627 | +805.7% | 20,939 |
| Bleakley Financial Group, LLC | +15,767 | +6.6% | 255,585 |
| Embree Financial Group | +15,287 | +13.2% | 130,678 |
| BOS Asset Management, LLC | +10,267 | +22.1% | 56,799 |
| D. E. Shaw & Co., Inc. | +9,762 | +438.3% | 11,989 |
| KPP Advisory Services LLC | +8,704 | +11.9% | 82,091 |
| Rockefeller Capital Management L.P. | +8,559 | +29.3% | 37,759 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -411,969 | -40.8% | 597,024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -15,536 | -44.1% | 19,713 |
| JANE STREET GROUP, LLC | -11,250 | -8.0% | 128,750 |
| Quantum Private Wealth, LLC | -8,001 | -9.8% | 73,382 |
| StoneCrest Wealth Management, Inc. | -4,982 | -9.3% | 48,751 |
| PW ADVISORS, LLC \ FL | -2,790 | -41.2% | 3,984 |
| Anderson Financial Strategies, LLC | -2,775 | -12.9% | 18,685 |
| WEDBUSH SECURITIES INC | -1,331 | -6.6% | 18,981 |
| Boyer Financial Services, Inc. | -981 | -15.8% | 5,211 |
| CWM, LLC | -299 | -1.1% | 26,092 |
| FIFTH THIRD BANCORP | -20 | -7.9% | 233 |
| Parallel Advisors, LLC | -6 | -28.6% | 15 |