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Disclosery

YEAR AB ACTIVE ETFS INC

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ULTRA SHORT INCM (fund)

74 managers (75 13F filers) reported a position in YEAR shares at 2025-03-31, 22,565,754 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
74
13F filers
75
New
8
Added
34
Reduced
29
Sold out
11
Shares held by filers
22,565,754

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.13,824,125$700M0.25%+1,118,09313F-HRTimeline
LPL Financial LLC3,145,456$159M0.06%+194,22013F-HRTimeline
BOS Asset Management, LLC875,669$44.3M15.21%+102,01113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN478,769$24.2M0.01%-63,31213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC462,210$23.4M0.01%-139,98713F-HRTimelineGroup
IHT Wealth Management, LLC453,636$23M0.72%+412,22913F-HRTimeline
Mariner, LLCin group Mariner, LLC382,568$19.4M0.03%+79,88413F-HRTimelineGroup
Private Advisor Group, LLC328,279$16.6M0.1%+104,16413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC223,143$11.3M0.02%+44,04113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP219,668$11.1M0.02%-187,73213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding213,833$10.8M-144,774Timeline
Ausdal Financial Partners, Inc.181,192$9.17M0.69%+3,98013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.171,471$8.68M0.02%-38,75213F-HRTimelineGroup
D.A. DAVIDSON & CO.169,943$8.6M0.07%+13,32513F-HRTimeline
Kingsview Wealth Management, LLC161,446$8.17M0.15%+8,55213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …95,504$4.83M0.06%-1,19013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,043$4.66M<0.01%+38,64913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC81,617$4.13M0.02%+25,93413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC80,299$4.06M0.21%-20,27013F-HRTimeline
Cambridge Investment Research Advisors,…69,807$3.53M0.01%-79,09513F-HRTimeline
PMG Wealth Management, Inc.69,845$3.52M3.74%+1,88113F-HRTimeline
Integrated Wealth Concepts LLC60,042$3.04M0.04%+54,30213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,141$2.59M0.2%+6,78913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,463$1.9M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC37,435$1.89M0.01%+7,93313F-HRTimeline
WPG Advisers, LLC34,934$1.77M1.65%+19,96613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,936$1.72M0.06%-8,81013F-HRTimeline
Ellsworth Advisors, LLC33,437$1.69M0.44%-16,48513F-HRTimeline
Sanctuary Advisors, LLC32,182$1.63M0.01%+76013F-HRTimeline
Trilogy Capital Inc.29,266$1.48M0.08%-4,40813F-HRTimeline
Good Life Advisors, LLC28,854$1.46M0.1%+3,09513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,963$1.36M<0.01%-5,27713F-HRTimeline
Lowe Wealth Advisors, LLC26,510$1.34M0.57%+2,83513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,280$1.28M0.03%+7,19413F-HRTimelineGroup
FLOW TRADERS U.S. LLC24,734$1.25M0.05%new13F-HRTimeline
USAdvisors Wealth Management, LLC22,868$1.16M0.4%+1,47813F-HRTimeline
N.E.W. Advisory Services LLC19,999$1.01M0.08%+4,22713F-HRTimeline
PRIVATE TRUST CO NA16,631$842K0.09%-6513F-HRTimeline
COZAD ASSET MANAGEMENT INC16,592$840K0.08%-1,18413F-HRTimeline
TME FINANCIAL, INC.16,589$840K0.73%-2,45013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,514$735K0.02%+1,50013F-HRTimelineGroup
Quantum Private Wealth, LLC13,274$672K0.25%+3,00213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC12,877$652K0.27%-29213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,389$627K<0.01%-2,27613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,852$600K0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC11,095$562K0.04%+813F-HRTimeline
MML INVESTORS SERVICES, LLC10,877$551K<0.01%-113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,680$490K0.02%-2,18413F-HRTimeline
COMERICA BANK9,132$462K<0.01%-1913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,002$456K0.03%+1,50213F-HRTimelineGroup
Laraway Financial Advisors Inc8,631$437K0.35%+1,42513F-HRTimeline
RFG Advisory, LLC8,173$414K0.01%+1,21813F-HRTimeline
Wagner Wealth Management, LLC7,947$402K0.1%013F-HRTimeline
Guerra Advisors Inc6,823$345K0.19%new13F-HRTimeline
Fermata Advisors, LLC6,395$324K0.06%-2,23713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,180$313K<0.01%+75313F-HRTimelineGroup
Belpointe Asset Management LLC6,068$307K0.02%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,457$276K0.07%+813F-HRTimeline
Merit Financial Group, LLC5,372$272K<0.01%-2,08913F-HRTimeline
Weaver Consulting Group5,259$266K0.08%-23813F-HRTimeline
MMA ASSET MANAGEMENT LLC5,214$264K0.11%new13F-HRTimeline
Accelerate Investment Advisors LLC5,026$254K0.21%013F-HRTimeline
Alteri Wealth LLC4,956$251K0.11%-2,13013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,490$227K0.06%-28713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,000$202K<0.01%-6,00013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,359$119K<0.01%-34113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,250$63.3K<0.01%+50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO600$30.4K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC428$21.7K<0.01%-113F-HRTimelineGroup
Capital Investment Advisory Services, L…344$17.4K<0.01%+513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY303$15.4K<0.01%-9613F-HRTimelineGroup
Golden State Wealth Management, LLC228$11.5K<0.01%new13F-HR/ATimeline
Westside Investment Management, Inc.180$9.11K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.