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YEAR AB ACTIVE ETFS INC

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ULTRA SHORT INCM (fund)

93 managers (93 13F filers) reported a position in YEAR shares at 2026-06-30, 24,701,800 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
93
13F filers
93
New
11
Added
36
Reduced
39
Sold out
6
Shares held by filers
24,701,800

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.13,020,755$657M0.22%-942,13013F-HRTimeline
LPL Financial LLC3,046,221$153M0.03%-201,85113F-HRTimeline
BOS Asset Management, LLC943,059$47.5M11.02%-10,52513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC925,699$46.6M0.01%-81,61713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN906,812$45.6M0.01%+163,99913F-HRTimelineGroup
Kensington Asset Management, LLC869,794$43.8M2.39%+150,00013F-HRTimeline
IHT Wealth Management, LLC751,307$37.8M0.8%+71,55613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/374,925$18.9M<0.01%+139,42413F-HRTimelineGroup
D.A. DAVIDSON & CO.277,632$14M0.08%-1,19213F-HRTimeline
Global Retirement Partners, LLC271,547$13.7M0.21%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP256,100$12.9M0.02%+3,13913F-HRTimelineGroup
Private Advisor Group, LLC203,416$10.2M0.05%-106,95213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP198,666$10M0.01%+18,73913F-HRTimelineGroup
Kingsview Wealth Management, LLC178,264$8.97M0.11%+10,64413F-HRTimeline
Ausdal Financial Partners, Inc.167,519$8.43M0.33%+12,06513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.155,835$7.85M0.01%-21,01913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC155,773$7.84M<0.01%-9,52913F-HRTimelineGroup
HighPoint Advisor Group LLC133,419$6.72M0.24%-2,86313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC125,809$6.33M0.01%-44,16213F-HRTimeline
Creative Planningin group Creative Planning107,777$5.43M<0.01%new13F-HRTimelineGroup
PMG Wealth Management, Inc.98,583$4.95M3.06%+4,87313F-HRTimeline
&PARTNERS81,864$4.12M0.02%+64,31113F-HRTimeline
WEDBUSH SECURITIES INC81,728$4.11M0.11%-42,00613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC74,680$3.76M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…73,056$3.68M0.01%+1,30113F-HR/ATimeline
Cooper Financial Group72,257$3.64M0.3%+7,40513F-HRTimeline
Mariner, LLCin group Mariner, LLC70,889$3.57M<0.01%-83,28013F-HRTimelineGroup
Cetera Investment Advisers66,876$3.37M<0.01%+28,37813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,731$2.91M0.01%+7313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,582$2.75M0.02%+27,52613F-HRTimelineGroup
Sanctuary Advisors, LLC50,405$2.54M0.01%+2,71413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC43,643$2.2M0.08%-4,85513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,633$2.15M<0.01%new13F-HRTimelineGroup
Atlas Private Wealth Advisors40,077$2.02M0.44%-10,61713F-HRTimeline
Welch Financial Planning, LLC32,683$1.65M0.96%+6,60813F-HRTimeline
Horizon Wealth Management, LLC31,250$1.57M0.2%+2,99213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,910$1.51M0.01%+3,74613F-HRTimelineGroup
Warner Group LLC29,534$1.49M0.37%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,639$1.44M<0.01%+43913F-HRTimeline
NewEdge Advisors, LLC25,391$1.28M<0.01%-1,99913F-HRTimeline
Wagner Wealth Management, LLC24,394$1.23M0.23%+21,88213F-HRTimeline
Tortuga Wealth Management, Inc24,193$1.22M0.92%+9,00013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,071$1.21M0.02%-1,11913F-HRTimelineGroup
MGO ONE SEVEN LLC23,050$1.16M0.02%+3,35013F-HRTimeline
USAdvisors Wealth Management, LLC20,995$1.06M0.3%+66113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,782$1.05M0.04%-1,06313F-HRTimelineGroup
CDKV HOLDINGS LLC20,057$1.01M0.79%-4613F-HRTimeline
Legacy Wealth Advisors, LLC19,687$991K0.43%-57,59613F-HRTimeline
TME FINANCIAL, INC.18,889$951K0.59%+1,20713F-HRTimeline
Trilogy Capital Inc.18,307$922K0.04%-8213F-HRTimeline
MAI Capital Management17,946$903K<0.01%-1,70413F-HRTimeline
Steward Partners Investment Advisory, L…16,372$824K<0.01%+1,19413F-HRTimeline
Quantum Private Wealth, LLC16,257$818K0.21%+2,00613F-HRTimeline
PRIVATE TRUST CO NA16,200$816K0.07%+2,00013F-HRTimeline
Davis Wealth Advisors, LLC14,818$746K0.58%-15813F-HRTimeline
Alteri Wealth LLC14,546$732K0.2%+4,81713F-HRTimeline
WPG Advisers, LLC13,786$694K0.41%-11613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC13,747$692K0.21%+12013F-HRTimeline
COZAD ASSET MANAGEMENT INC13,560$683K0.04%-31113F-HRTimeline
Arkadios Wealth Advisors12,563$632K0.01%-2,07913F-HRTimeline
BRIGHTON JONES LLC12,267$618K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC11,953$602K<0.01%+2,51313F-HRTimeline
Laraway Financial Advisors Inc11,358$572K0.35%+1,06513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,408$524K0.01%-1,24513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,915$499K<0.01%+6,26013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.9,812$494K0.01%-1,25013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,751$491K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,445$475K<0.01%+16613F-HRTimelineGroup
Next Level Private LLC9,421$474K0.09%-70113F-HRTimeline
MML INVESTORS SERVICES, LLC9,291$468K<0.01%-29613F-HRTimeline
MMA ASSET MANAGEMENT LLC7,306$368K0.12%-17713F-HRTimeline
Cornerstone Wealth Management, LLC7,248$365K0.02%-65613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,396$322K0.01%-1,67313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,101$307K<0.01%new13F-HRTimelineGroup
Ellsworth Advisors, LLC6,064$305K0.05%-96613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,045$304K<0.01%013F-HRTimelineGroup
Claro Advisors Inc.5,807$292K0.03%-1,69713F-HRTimeline
Merit Financial Group, LLC5,559$280K<0.01%+4213F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC5,450$274K0.01%013F-HRTimeline
RFG Advisory, LLC5,314$268K<0.01%+3513F-HRTimeline
Compton Financial Group, LLC4,374$220K0.04%new13F-HRTimeline
Cresset Asset Management, LLC4,032$203K<0.01%-31113F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors2,675$135K0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,042$103K<0.01%-77013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,444$72.7K<0.01%-113F-HRTimeline
1015 Capital Partners, LLC445$22.4K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270$14K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…262$13.2K<0.01%-3713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$10.1K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.180$9.06K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4$201<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$97<0.01%-10313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$8<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.