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Disclosery

YEAR AB ACTIVE ETFS INC

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ULTRA SHORT INCM (fund)

77 managers (78 13F filers) reported a position in YEAR shares at 2024-12-31, 21,176,768 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
77
13F filers
78
New
12
Added
34
Reduced
20
Sold out
5
Shares held by filers
21,176,768

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.12,706,032$640M0.22%-694,79013F-HRTimeline
LPL Financial LLC2,951,236$149M0.06%+289,46413F-HRTimeline
BOS Asset Management, LLC773,658$39M13.95%+35,32413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC602,197$30.3M0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN542,081$27.3M0.01%+30,74013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP407,400$20.5M0.03%+25,08313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding358,607$18.1M+24,292Timeline
Mariner, LLCin group Mariner, LLC302,684$15.2M0.03%+253,52613F-HRTimelineGroup
Private Advisor Group, LLC224,115$11.3M0.06%+40,16413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,223$10.6M0.02%-15,47213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC179,102$9.02M0.01%+13,30613F-HRTimeline
Ausdal Financial Partners, Inc.177,212$8.92M0.77%+20,93813F-HRTimeline
D.A. DAVIDSON & CO.156,618$7.89M0.06%+8,08213F-HRTimeline
Kingsview Wealth Management, LLC152,894$7.7M0.15%+12,97313F-HRTimeline
Cambridge Investment Research Advisors,…148,902$7.5M0.03%-190,73213F-HRTimeline
Moran Wealth Management, LLC106,058$5.34M0.17%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC100,569$5.06M0.27%+9,99413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …96,694$4.87M0.06%+2,13513F-HRTimelineGroup
PMG Wealth Management, Inc.67,964$3.42M3.12%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,044$2.92M<0.01%+39,28413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC55,683$2.8M0.02%-45,63213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,394$2.69M<0.01%-2,15913F-HRTimelineGroup
Ellsworth Advisors, LLC49,922$2.51M0.66%+5,48713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,352$2.23M0.16%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC42,746$2.15M0.07%+5,78513F-HRTimeline
IHT Wealth Management, LLC41,407$2.08M0.07%+16,28013F-HRTimeline
Trilogy Capital Inc.33,674$1.7M0.09%+3,39813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,240$1.62M<0.01%+25,90013F-HR/ATimeline
Sanctuary Advisors, LLC31,422$1.59M0.01%-1,00013F-HRTimeline
NewEdge Advisors, LLC29,502$1.49M0.01%+16,88313F-HRTimeline
Good Life Advisors, LLC25,759$1.3M0.09%-313F-HRTimeline
Lowe Wealth Advisors, LLC23,675$1.19M0.51%+1,52213F-HRTimeline
USAdvisors Wealth Management, LLC21,390$1.08M0.35%new13F-HRTimeline
Independent Advisor Alliance19,870$1M0.01%new13F-HRTimeline
TME FINANCIAL, INC.19,039$968K0.9%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,086$911K0.03%+2,32613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC17,776$895K0.08%+4,61113F-HRTimeline
PRIVATE TRUST CO NA16,696$841K0.09%-28713F-HRTimeline
N.E.W. Advisory Services LLC15,772$794K0.08%-5,60513F-HRTimeline
Main Street Financial Solutions, LLC15,210$766K0.08%new13F-HRTimeline
WPG Advisers, LLC14,968$754K0.7%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,665$738K<0.01%+2,79013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC13,169$663K0.27%+17213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,014$655K0.01%-2,33113F-HRTimelineGroup
MONECO ADVISORS, LLC12,038$606K0.06%-1,98313F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,864$601K0.03%-3,18013F-HRTimeline
Cornerstone Wealth Management, LLC11,087$558K0.04%+50713F-HRTimeline
MML INVESTORS SERVICES, LLC10,878$548K<0.01%-5,39013F-HRTimeline
Quantum Private Wealth, LLC10,272$517K0.17%+2,00213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,000$506K<0.01%013F-HRTimelineGroup
COMERICA BANK9,151$461K<0.01%+61113F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,897$448K<0.01%-8,68513F-HRTimelineGroup
Fermata Advisors, LLC8,632$435K0.08%-3,74313F-HRTimeline
Wagner Wealth Management, LLC7,947$400K0.1%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,500$378K0.02%-1,00013F-HRTimelineGroup
Merit Financial Group, LLC7,461$376K0.01%+8913F-HRTimeline
OneDigital Investment Advisors LLC7,328$369K<0.01%new13F-HRTimeline
Laraway Financial Advisors Inc7,206$363K0.28%013F-HRTimeline
Alteri Wealth LLC7,086$357K0.1%13F-HRTimeline
RFG Advisory, LLC6,955$350K0.01%-13613F-HRTimeline
Integrated Wealth Concepts LLC5,740$289K<0.01%+96613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,695$287K<0.01%new13F-HRTimelineGroup
Weaver Consulting Group5,497$277K0.09%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,449$274K0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,427$273K<0.01%new13F-HRTimelineGroup
Accelerate Investment Advisors LLC5,026$253K0.22%-13,54313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,777$241K0.06%new13F-HR/ATimeline
Cetera Investment Advisers3,993$201K<0.01%-2,02413F-HRTimeline
Steward Partners Investment Advisory, L…2,700$136K<0.01%+2,20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$37.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC429$21.6K<0.01%+113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY399$20.1K<0.01%+15713F-HR/ATimelineGroup
Capital Investment Advisory Services, L…339$17.1K<0.01%-8213F-HRTimeline
Aptus Capital Advisors, LLC300$15.2K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.180$9.06K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC44$2.22K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.