YEAR Institutional Ownership
Alliance Bernstein - AB Ultra Short Income ETF
1W: +0.0%
1M: -0.4%
3M: -0.6%
YTD: -0.4%
1Y: -0.5%
3Y: +11.1%
$49.96
-0.02 (-0.04%)
Weekly Expected Move ±0.2%
$50
$50
$50
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — YEAR
99
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
13
New Positions
35
Increased
45
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (100 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 13,020,755 | $651M | -942,130 | -6.7% | 16Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,046,221 | $152M | -201,851 | -6.2% | 15Q | SEC ↗ |
| 3 | BOS Asset Management, LLC | 943,059 | $47M | -10,525 | -1.1% | 14Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 925,699 | $46M | -81,617 | -8.1% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 906,812 | $45M | +163,999 | +22.1% | 11Q | SEC ↗ |
| 6 | Kensington Asset Management, LLC | 869,794 | $43M | +150,000 | +20.8% | 5Q | SEC ↗ |
| 7 | IHT Wealth Management, LLC | 751,307 | $38M | +71,556 | +10.5% | 14Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 374,925 | $19M | +139,424 | +59.2% | 3Q | SEC ↗ |
| 9 | D.A. DAVIDSON & CO. | 277,632 | $14M | -1,192 | -0.4% | 11Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 271,547 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 11 | TRUIST FINANCIAL CORP | 256,100 | $13M | +3,139 | +1.2% | 14Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 203,416 | $10M | -106,952 | -34.5% | 13Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 198,666 | $10M | +18,739 | +10.4% | 14Q | SEC ↗ |
| 14 | Kingsview Wealth Management, LLC | 178,264 | $9M | +10,644 | +6.4% | 16Q | SEC ↗ |
| 15 | Ausdal Financial Partners, Inc. | 167,519 | $8M | +12,065 | +7.8% | 13Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 155,835 | $8M | -21,019 | -11.9% | 15Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 155,773 | $8M | -9,529 | -5.8% | 14Q | SEC ↗ |
| 18 | HighPoint Advisor Group LLC | 133,419 | $7M | -2,863 | -2.1% | 3Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 125,809 | $6M | -44,162 | -26.0% | 15Q | SEC ↗ |
| 20 | Creative Planning NEW | 107,777 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 21 | PMG Wealth Management, Inc. | 98,583 | $5M | +4,873 | +5.2% | 7Q | SEC ↗ |
| 22 | &PARTNERS | 81,864 | $4M | +64,311 | +366.4% | 2Q | SEC ↗ |
| 23 | WEDBUSH SECURITIES INC | 81,728 | $4M | -42,006 | -33.9% | 5Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC NEW | 74,680 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 73,056 | $4M | +1,301 | +1.8% | 15Q | SEC ↗ |
| 26 | Cooper Financial Group | 72,257 | $4M | +7,405 | +11.4% | 2Q | SEC ↗ |
| 27 | Mariner, LLC | 70,889 | $4M | -83,280 | -54.0% | 12Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 66,876 | $3M | +28,378 | +73.7% | 5Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 57,731 | $3M | +73 | +0.1% | 15Q | SEC ↗ |
| 30 | Concurrent Investment Advisors, LLC | 54,582 | $3M | +27,526 | +101.7% | 6Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 50,405 | $3M | +2,714 | +5.7% | 9Q | SEC ↗ |
| 32 | FLAGSHIP HARBOR ADVISORS, LLC | 43,643 | $2M | -4,855 | -10.0% | 14Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC NEW | 42,633 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Atlas Private Wealth Advisors | 40,077 | $2M | -10,617 | -20.9% | 5Q | SEC ↗ |
| 35 | Welch Financial Planning, LLC | 32,683 | $2M | +6,608 | +25.3% | 3Q | SEC ↗ |
| 36 | Horizon Wealth Management, LLC | 31,250 | $2M | +2,992 | +10.6% | 4Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. | 29,910 | $1M | +3,746 | +14.3% | 7Q | SEC ↗ |
| 38 | Warner Group LLC NEW | 29,534 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 28,639 | $1M | +439 | +1.6% | 12Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 25,391 | $1M | -1,999 | -7.3% | 11Q | SEC ↗ |
| 41 | Wagner Wealth Management, LLC | 24,394 | $1M | +21,882 | +871.1% | 2Q | SEC ↗ |
| 42 | Tortuga Wealth Management, Inc | 24,193 | $1M | +9,000 | +59.2% | 3Q | SEC ↗ |
| 43 | Wealthcare Advisory Partners LLC | 24,071 | $1M | -1,119 | -4.4% | 13Q | SEC ↗ |
| 44 | MGO ONE SEVEN LLC | 23,050 | $1M | +3,350 | +17.0% | 4Q | SEC ↗ |
| 45 | USAdvisors Wealth Management, LLC | 20,995 | $1M | +661 | +3.3% | 7Q | SEC ↗ |
| 46 | EverSource Wealth Advisors, LLC | 20,782 | $1M | -1,063 | -4.9% | 3Q | SEC ↗ |
| 47 | CDKV HOLDINGS LLC | 20,057 | $1M | -46 | -0.2% | 3Q | SEC ↗ |
| 48 | Legacy Wealth Advisors, LLC | 19,687 | $984K | -57,596 | -74.5% | 3Q | SEC ↗ |
| 49 | TME FINANCIAL, INC. | 18,889 | $944K | +1,207 | +6.8% | 7Q | SEC ↗ |
| 50 | Trilogy Capital Inc. | 18,307 | $915K | -82 | -0.4% | 14Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 271,547 | $14M |
| Creative Planning | 107,777 | $5M |
| GOLDMAN SACHS GROUP INC | 74,680 | $4M |
| CITADEL ADVISORS LLC | 42,633 | $2M |
| Warner Group LLC | 29,534 | $1M |
| BRIGHTON JONES LLC | 12,267 | $613K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,751 | $487K |
| Lido Advisors, LLC | 6,101 | $305K |
| Compton Financial Group, LLC | 4,374 | $219K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,370 | $118K |
| ROYAL BANK OF CANADA | 270 | $13K |
| UBS Group AG | 4 | $0K |
| JPMORGAN CHASE & CO | 0 | $0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 94,688 | $5M |
| Independent Advisor Alliance | 11,720 | $586K |
| FLOW TRADERS U.S. LLC | 10,470 | $523K |
| Sun Financial Inc | 5,119 | $256K |
| Centerpoint Advisory Group | 4,346 | $217K |
| S.A. Mason LLC | 2,523 | $126K |
| AE Wealth Management LLC | 1,211 | $61K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +163,999 | +22.1% | 906,812 |
| Kensington Asset Management, LLC | +150,000 | +20.8% | 869,794 |
| BANK OF AMERICA CORP /DE | +139,424 | +59.2% | 374,925 |
| IHT Wealth Management, LLC | +71,556 | +10.5% | 751,307 |
| &PARTNERS | +64,311 | +366.4% | 81,864 |
| Cetera Investment Advisers | +28,378 | +73.7% | 66,876 |
| Concurrent Investment Advisors, LLC | +27,526 | +101.7% | 54,582 |
| Wagner Wealth Management, LLC | +21,882 | +871.1% | 24,394 |
| STIFEL FINANCIAL CORP | +18,739 | +10.4% | 198,666 |
| Ausdal Financial Partners, Inc. | +12,065 | +7.8% | 167,519 |
| Kingsview Wealth Management, LLC | +10,644 | +6.4% | 178,264 |
| Tortuga Wealth Management, Inc | +9,000 | +59.2% | 24,193 |
| Cooper Financial Group | +7,405 | +11.4% | 72,257 |
| Welch Financial Planning, LLC | +6,608 | +25.3% | 32,683 |
| JONES FINANCIAL COMPANIES LLLP | +6,260 | +171.3% | 9,915 |
| PMG Wealth Management, Inc. | +4,873 | +5.2% | 98,583 |
| Alteri Wealth LLC | +4,817 | +49.5% | 14,546 |
| Equitable Holdings, Inc. | +3,746 | +14.3% | 29,910 |
| MGO ONE SEVEN LLC | +3,350 | +17.0% | 23,050 |
| TRUIST FINANCIAL CORP | +3,139 | +1.2% | 256,100 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | -942,130 | -6.7% | 13,020,755 |
| LPL Financial LLC | -201,851 | -6.2% | 3,046,221 |
| Private Advisor Group, LLC | -106,952 | -34.5% | 203,416 |
| Mariner, LLC | -83,280 | -54.0% | 70,889 |
| RAYMOND JAMES FINANCIAL INC | -81,617 | -8.1% | 925,699 |
| Legacy Wealth Advisors, LLC | -57,596 | -74.5% | 19,687 |
| COMMONWEALTH EQUITY SERVICES, LLC | -44,162 | -26.0% | 125,809 |
| WEDBUSH SECURITIES INC | -42,006 | -33.9% | 81,728 |
| OSAIC HOLDINGS, INC. | -21,019 | -11.9% | 155,835 |
| Atlas Private Wealth Advisors | -10,617 | -20.9% | 40,077 |
| BOS Asset Management, LLC | -10,525 | -1.1% | 943,059 |
| ENVESTNET ASSET MANAGEMENT INC | -9,529 | -5.8% | 155,773 |
| FLAGSHIP HARBOR ADVISORS, LLC | -4,855 | -10.0% | 43,643 |
| HighPoint Advisor Group LLC | -2,863 | -2.1% | 133,419 |
| Arkadios Wealth Advisors | -2,079 | -14.2% | 12,563 |
| NewEdge Advisors, LLC | -1,999 | -7.3% | 25,391 |
| Integrated Wealth Concepts LLC | -1,865 | -19.8% | 7,575 |
| MAI Capital Management | -1,704 | -8.7% | 17,946 |
| Claro Advisors Inc. | -1,697 | -22.6% | 5,807 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | -1,673 | -20.7% | 6,396 |