HYFI Institutional Ownership
Alliance Bernstein - AB High Yield ETF
1W: -0.6%
1M: -2.4%
3M: -3.5%
YTD: -3.5%
1Y: -3.9%
3Y: +20.3%
$35.97
+0.02 (+0.06%)
Weekly Expected Move ±0.5%
$36
$36
$36
$36
$36
Overview
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Holdings
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Institutional Ownership — HYFI
68
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
260M
Total Invested
11
New Positions
30
Increased
21
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,092,237 | 111M | +267,403 | +9.5% | 13Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 601,687 | 22M | +11,076 | +1.9% | 7Q | SEC ↗ |
| 3 | ASSETMARK, INC | 455,472 | 16M | +5,937 | +1.3% | 4Q | SEC ↗ |
| 4 | ALLIANCEBERNSTEIN L.P. | 339,848 | 12M | +43,962 | +14.9% | 13Q | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 310,267 | 11M | -2,865 | -0.9% | 4Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 269,296 | 10M | +2,791 | +1.0% | 13Q | SEC ↗ |
| 7 | Anderson Financial Strategies, LLC | 262,229 | 9M | +18,574 | +7.6% | 7Q | SEC ↗ |
| 8 | SageGuard Financial Group, LLC | 176,737 | 6M | +137,961 | +355.8% | 2Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC NEW | 164,472 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | IHT Wealth Management, LLC | 150,112 | 5M | -1,619 | -1.1% | 8Q | SEC ↗ |
| 11 | Stratos Wealth Partners, LTD. | 140,078 | 5M | +10,315 | +7.9% | 6Q | SEC ↗ |
| 12 | Advisory Resource Group | 136,439 | 5M | +5,511 | +4.2% | 4Q | SEC ↗ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 131,049 | 5M | +14,077 | +12.0% | 7Q | SEC ↗ |
| 14 | UBS Group AG | 126,579 | 5M | +75,518 | +147.9% | 8Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 104,475 | 4M | +16,202 | +18.4% | 13Q | SEC ↗ |
| 16 | Western Wealth Management, LLC | 71,558 | 3M | +2,443 | +3.5% | 4Q | SEC ↗ |
| 17 | Fjell Capital, LLC | 49,134 | 2M | -302 | -0.6% | 7Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP | 36,129 | 1M | +2,414 | +7.2% | 4Q | SEC ↗ |
| 19 | Kingsview Wealth Management, LLC | 33,334 | 1M | +1,646 | +5.2% | 11Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 31,490 | 1M | +360 | +1.2% | 4Q | SEC ↗ |
| 21 | Private Advisor Group, LLC | 30,915 | 1M | +24,577 | +387.8% | 9Q | SEC ↗ |
| 22 | VICTORY FINANCIAL GROUP, LLC | 29,482 | 1M | +3,832 | +14.9% | 6Q | SEC ↗ |
| 23 | Platform Technology Partners | 25,097 | 903K | +658 | +2.7% | 9Q | SEC ↗ |
| 24 | BETO FINANCIAL GROUP, LLC | 22,998 | 827K | +3,157 | +15.9% | 3Q | SEC ↗ |
| 25 | RHODES INVESTMENT ADVISORS INC /ADV | 17,325 | 623K | -1,400 | -7.5% | 3Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC NEW | 17,184 | 618K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Sanctuary Advisors, LLC | 14,850 | 534K | -88 | -0.6% | 9Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 14,808 | 533K | +2,680 | +22.1% | 11Q | SEC ↗ |
| 29 | CAP Partners, LLC NEW | 12,362 | 445K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Redwood Financial Network Corp | 11,439 | 411K | — | +0.0% | 13Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 11,273 | 405K | -415 | -3.6% | 13Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 9,206 | 331K | -9,166 | -49.9% | 3Q | SEC ↗ |
| 33 | M.E. ALLISON & CO., INC. | 8,000 | 288K | — | +0.0% | 4Q | SEC ↗ |
| 34 | PRIVATE TRUST CO NA | 7,677 | 276K | +106 | +1.4% | 13Q | SEC ↗ |
| 35 | Sage Advisory Services, Ltd.Co. | 7,435 | 267K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Perigon Wealth Management, LLC | 6,781 | 244K | +393 | +6.2% | 4Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 6,158 | 222K | +6,068 | +6742.2% | 5Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 5,737 | 206K | -2,436 | -29.8% | 2Q | SEC ↗ |
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,440 | 196K | -40 | -0.7% | 6Q | SEC ↗ |
| 40 | HighPoint Advisor Group LLC NEW | 5,400 | 194K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Wagner Wealth Management, LLC | 4,192 | 151K | -656,792 | -99.4% | 11Q | SEC ↗ |
| 42 | BITTERROOT CAPITAL ADVISORS LLC | 2,781 | 100K | +45 | +1.6% | 3Q | SEC ↗ |
| 43 | CWM, LLC | 2,755 | 99K | +118 | +4.5% | 5Q | SEC ↗ |
| 44 | Allworth Financial LP | 2,537 | 91K | +20 | +0.8% | 3Q | SEC ↗ |
| 45 | Steward Partners Investment Advisory, | 2,143 | 77K | -705 | -24.8% | 8Q | SEC ↗ |
| 46 | MORGAN STANLEY | 1,992 | 72K | — | +0.0% | 13Q | SEC ↗ |
| 47 | PNC Financial Services Group, Inc. | 1,645 | 59K | — | +0.0% | 4Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 1,263 | 45K | — | +0.0% | 1Q | SEC ↗ |
| 49 | EverSource Wealth Advisors, LLC | 891 | 32K | +859 | +2684.4% | 5Q | SEC ↗ |
| 50 | UMB Bank, n.a. NEW | 803 | 29K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 164,472 | 6M |
| CITADEL ADVISORS LLC | 17,184 | 618K |
| CAP Partners, LLC | 12,362 | 445K |
| HighPoint Advisor Group LLC | 5,400 | 194K |
| Global Retirement Partners, LLC | 1,263 | 45K |
| UMB Bank, n.a. | 803 | 29K |
| IFG Advisory, LLC | 512 | 18K |
| Rockefeller Capital Management L.P. | 486 | 17K |
| Continuum Advisory, LLC | 484 | 17K |
| Integrated Wealth Concepts LLC | 196 | 7K |
| Farther Finance Advisors, LLC | 100 | 4K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arkadios Wealth Advisors | 656,146 | 24M |
| Baer Investment Advisory LLC | 25,650 | 923K |
| Independent Advisor Alliance | 25,608 | 921K |
| Mariner, LLC | 19,518 | 702K |
| TFB Advisors LLC | 8,980 | 323K |
| RETIREMENT PLANNING GROUP, LLC / NY | 6,057 | 218K |
| Atria Investments, Inc | 5,429 | 195K |
| Wealthcare Advisory Partners LLC | 5,401 | 194K |
| WELLS FARGO & COMPANY/MN | 628 | 23K |
| Vision Retirement, LLC | 218 | 8K |
| ROYAL BANK OF CANADA | 161 | 6K |
| Ascentis Independent Advisors | 126 | 5K |
| VANGUARD ADVISERS INC | 68 | 2K |
| Lifetime Wealth Management P.C. | 41 | 1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 35 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +267,403 | +9.5% | 3,092,237 |
| SageGuard Financial Group, LLC | +137,961 | +355.8% | 176,737 |
| UBS Group AG | +75,518 | +147.9% | 126,579 |
| ALLIANCEBERNSTEIN L.P. | +43,962 | +14.9% | 339,848 |
| Private Advisor Group, LLC | +24,577 | +387.8% | 30,915 |
| Anderson Financial Strategies, LLC | +18,574 | +7.6% | 262,229 |
| OSAIC HOLDINGS, INC. | +16,202 | +18.4% | 104,475 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +14,077 | +12.0% | 131,049 |
| RAYMOND JAMES FINANCIAL INC | +11,076 | +1.9% | 601,687 |
| Stratos Wealth Partners, LTD. | +10,315 | +7.9% | 140,078 |
| NewEdge Advisors, LLC | +6,068 | +6742.2% | 6,158 |
| ASSETMARK, INC | +5,937 | +1.3% | 455,472 |
| Advisory Resource Group | +5,511 | +4.2% | 136,439 |
| VICTORY FINANCIAL GROUP, LLC | +3,832 | +14.9% | 29,482 |
| BETO FINANCIAL GROUP, LLC | +3,157 | +15.9% | 22,998 |
| ENVESTNET ASSET MANAGEMENT INC | +2,791 | +1.0% | 269,296 |
| CAPTRUST FINANCIAL ADVISORS | +2,680 | +22.1% | 14,808 |
| Western Wealth Management, LLC | +2,443 | +3.5% | 71,558 |
| TRUIST FINANCIAL CORP | +2,414 | +7.2% | 36,129 |
| Kingsview Wealth Management, LLC | +1,646 | +5.2% | 33,334 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Wagner Wealth Management, LLC | -656,792 | -99.4% | 4,192 |
| MML INVESTORS SERVICES, LLC | -9,166 | -49.9% | 9,206 |
| Bank of New York Mellon Corp | -2,865 | -0.9% | 310,267 |
| FIFTH THIRD BANCORP | -2,436 | -29.8% | 5,737 |
| IHT Wealth Management, LLC | -1,619 | -1.1% | 150,112 |
| RHODES INVESTMENT ADVISORS INC /ADV | -1,400 | -7.5% | 17,325 |
| Steward Partners Investment Advisor | -705 | -24.8% | 2,143 |
| Cambridge Investment Research Advis | -415 | -3.6% | 11,273 |
| Fjell Capital, LLC | -302 | -0.6% | 49,134 |
| Sanctuary Advisors, LLC | -88 | -0.6% | 14,850 |
| Parallel Advisors, LLC | -69 | -32.7% | 142 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -40 | -0.7% | 5,440 |