SYFI Institutional Ownership
Alliance Bernstein - AB Short Duration High Yield ETF
1W: -0.5%
1M: -2.1%
3M: -2.5%
YTD: -2.2%
1Y: -2.4%
$34.76
+0.04 (+0.12%)
Weekly Expected Move ±0.4%
$34
$35
$35
$35
$35
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — SYFI
97
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
765M
Total Invested
10
New Positions
37
Increased
35
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (101 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 4,751,552 | $165M | +184,882 | +4.0% | 9Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,772,714 | $62M | +293,162 | +19.8% | 9Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,665,488 | $58M | +206,486 | +14.2% | 9Q | SEC ↗ |
| 4 | UBS Group AG | 1,642,456 | $57M | +154,371 | +10.4% | 9Q | SEC ↗ |
| 5 | LPL Financial LLC | 1,341,796 | $47M | +36,438 | +2.8% | 9Q | SEC ↗ |
| 6 | Wagner Wealth Management, LLC | 1,243,510 | $43M | +5,364 | +0.4% | 6Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 1,184,979 | $41M | -311,114 | -20.8% | 9Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,097,338 | $38M | +520,457 | +90.2% | 7Q | SEC ↗ |
| 9 | NewEdge Advisors, LLC | 957,335 | $33M | +21,326 | +2.3% | 9Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 810,059 | $28M | +81,179 | +11.1% | 5Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 491,963 | $17M | -38,274 | -7.2% | 9Q | SEC ↗ |
| 12 | Huntleigh Advisors, Inc. | 372,347 | $13M | -276 | -0.1% | 7Q | SEC ↗ |
| 13 | Solano Wealth Investment Advisors LLC | 361,666 | $13M | -57,651 | -13.7% | 5Q | SEC ↗ |
| 14 | FOCUSED ALPHA, LLC | 290,618 | $10M | +132,006 | +83.2% | 3Q | SEC ↗ |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | 259,476 | $9M | -61,344 | -19.1% | 9Q | SEC ↗ |
| 16 | Next Level Private LLC | 254,563 | $9M | +15,727 | +6.6% | 5Q | SEC ↗ |
| 17 | Cerity Partners LLC | 239,517 | $8M | -36,788 | -13.3% | 2Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 229,630 | $8M | +3,518 | +1.6% | 9Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 166,286 | $6M | +23,669 | +16.6% | 9Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 159,483 | $6M | +16,660 | +11.7% | 9Q | SEC ↗ |
| 21 | MGO ONE SEVEN LLC | 137,527 | $5M | -4,810 | -3.4% | 5Q | SEC ↗ |
| 22 | RMR Capital Management, LLC | 123,615 | $4M | +10,438 | +9.2% | 9Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 121,524 | $4M | +120 | +0.1% | 9Q | SEC ↗ |
| 24 | SageGuard Financial Group, LLC NEW | 121,014 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 107,577 | $4M | -159,911 | -59.8% | 7Q | SEC ↗ |
| 26 | Stonebridge Financial Group, LLC / MO | 101,721 | $4M | +1,380 | +1.4% | 3Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 93,166 | $3M | +28,012 | +43.0% | 6Q | SEC ↗ |
| 28 | KPP Advisory Services LLC | 85,891 | $3M | -5,187 | -5.7% | 4Q | SEC ↗ |
| 29 | Advisory Resource Group NEW | 78,415 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 76,628 | $3M | -40,318 | -34.5% | 3Q | SEC ↗ |
| 31 | Arkadios Wealth Advisors | 73,641 | $3M | -1,226,301 | -94.3% | 6Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 71,366 | $2M | -1,024 | -1.4% | 9Q | SEC ↗ |
| 33 | Cetera Investment Advisers | 69,969 | $2M | -6,694 | -8.7% | 9Q | SEC ↗ |
| 34 | Vise Technologies, Inc. NEW | 67,927 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | EverSource Wealth Advisors, LLC | 57,057 | $2M | +13,097 | +29.8% | 7Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 52,926 | $2M | -722 | -1.3% | 9Q | SEC ↗ |
| 37 | Stratos Wealth Partners, LTD. | 50,677 | $2M | +5,120 | +11.2% | 5Q | SEC ↗ |
| 38 | Capital Investment Advisory Services, | 48,426 | $2M | -926 | -1.9% | 9Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 45,290 | $2M | +344 | +0.8% | 2Q | SEC ↗ |
| 40 | Advisory Services Network, LLC | 42,047 | $1M | +10,770 | +34.4% | 2Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 37,640 | $1M | +3,673 | +10.8% | 4Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 37,104 | $1M | +14 | +0.0% | 3Q | SEC ↗ |
| 43 | MAGNOLIA CAPITAL ADVISORS LLC | 34,108 | $1M | -4,958 | -12.7% | 5Q | SEC ↗ |
| 44 | WEDBUSH SECURITIES INC | 32,992 | $1M | -558 | -1.7% | 3Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 25,190 | $876K | +1,574 | +6.7% | 9Q | SEC ↗ |
| 46 | FLAGSHIP HARBOR ADVISORS, LLC | 24,914 | $866K | -4,305 | -14.7% | 4Q | SEC ↗ |
| 47 | TME FINANCIAL, INC. | 24,256 | $843K | +2,122 | +9.6% | 5Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 21,520 | $748K | +2,147 | +11.1% | 7Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC | 21,019 | $731K | -2,448 | -10.4% | 2Q | SEC ↗ |
| 50 | AMERIPRISE FINANCIAL INC | 20,032 | $696K | -334 | -1.6% | 9Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| SageGuard Financial Group, LLC | 121,014 | $4M |
| Advisory Resource Group | 78,415 | $3M |
| Vise Technologies, Inc. | 67,927 | $2M |
| Gotham Asset Management, LLC | 14,603 | $508K |
| BROWN BROTHERS HARRIMAN & CO | 13,559 | $471K |
| Global Retirement Partners, LLC | 10,586 | $368K |
| Janney Montgomery Scott LLC | 6,289 | $219K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,640 | $92K |
| Steward Partners Investment Advisor | 995 | $35K |
| IFG Advisory, LLC | 611 | $21K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPPENHEIMER ASSET MANAGEMENT INC. | 290,692 | $10M |
| Independent Advisor Alliance | 18,002 | $626K |
| ALTERNA WEALTH MANAGEMENT, INC | 14,149 | $492K |
| World Investment Advisors | 5,640 | $196K |
| Strategic Family Wealth Counselors, | 5,554 | $193K |
| MAI Capital Management | 2,920 | $101K |
| Activest Wealth Management | 1,570 | $55K |
| CoreCap Advisors, LLC | 1,473 | $51K |
| Western Wealth Management, LLC | 699 | $24K |
| Roxbury Financial LLC | 378 | $13K |
| JONES FINANCIAL COMPANIES LLLP | 196 | $7K |
| Vision Retirement, LLC | 59 | $2K |
| US BANCORP \DE | 6 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +520,457 | +90.2% | 1,097,338 |
| BANK OF AMERICA CORP /DE | +293,162 | +19.8% | 1,772,714 |
| MORGAN STANLEY | +206,486 | +14.2% | 1,665,488 |
| ALLIANCEBERNSTEIN L.P. | +184,882 | +4.0% | 4,751,552 |
| UBS Group AG | +154,371 | +10.4% | 1,642,456 |
| FOCUSED ALPHA, LLC | +132,006 | +83.2% | 290,618 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +81,179 | +11.1% | 810,059 |
| LPL Financial LLC | +36,438 | +2.8% | 1,341,796 |
| CITADEL ADVISORS LLC | +28,012 | +43.0% | 93,166 |
| STIFEL FINANCIAL CORP | +23,669 | +16.6% | 166,286 |
| NewEdge Advisors, LLC | +21,326 | +2.3% | 957,335 |
| TRUIST FINANCIAL CORP | +16,660 | +11.7% | 159,483 |
| Next Level Private LLC | +15,727 | +6.6% | 254,563 |
| EverSource Wealth Advisors, LLC | +13,097 | +29.8% | 57,057 |
| Advisory Services Network, LLC | +10,770 | +34.4% | 42,047 |
| RMR Capital Management, LLC | +10,438 | +9.2% | 123,615 |
| Encompass More Asset Management | +7,097 | +88.3% | 15,133 |
| Wagner Wealth Management, LLC | +5,364 | +0.4% | 1,243,510 |
| Stratos Wealth Partners, LTD. | +5,120 | +11.2% | 50,677 |
| Kestra Advisory Services, LLC | +3,673 | +10.8% | 37,640 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | -1,226,301 | -94.3% | 73,641 |
| ROYAL BANK OF CANADA | -311,114 | -20.8% | 1,184,979 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -159,911 | -59.8% | 107,577 |
| GREAT VALLEY ADVISOR GROUP, INC. | -61,344 | -19.1% | 259,476 |
| Solano Wealth Investment Advisors L | -57,651 | -13.7% | 361,666 |
| JANE STREET GROUP, LLC | -40,318 | -34.5% | 76,628 |
| OSAIC HOLDINGS, INC. | -38,274 | -7.2% | 491,963 |
| Cerity Partners LLC | -36,788 | -13.3% | 239,517 |
| WELLS FARGO & COMPANY/MN | -11,491 | -87.0% | 1,715 |
| Cetera Investment Advisers | -6,694 | -8.7% | 69,969 |
| KPP Advisory Services LLC | -5,187 | -5.7% | 85,891 |
| MAGNOLIA CAPITAL ADVISORS LLC | -4,958 | -12.7% | 34,108 |
| MGO ONE SEVEN LLC | -4,810 | -3.4% | 137,527 |
| FLAGSHIP HARBOR ADVISORS, LLC | -4,305 | -14.7% | 24,914 |
| CWM, LLC | -4,018 | -59.8% | 2,700 |
| Integrated Wealth Concepts LLC | -2,448 | -10.4% | 21,019 |
| PNC Financial Services Group, Inc. | -2,209 | -29.4% | 5,306 |
| Private Advisor Group, LLC | -1,024 | -1.4% | 71,366 |
| Capital Investment Advisory Service | -926 | -1.9% | 48,426 |
| PMG Wealth Management, Inc. | -800 | -5.2% | 14,700 |