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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 2025-06-30, 25,806,591 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
77
13F filers
78
New
11
Added
36
Reduced
27
Sold out
8
Shares held by filers
25,806,591

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.15,007,157$760M0.25%+1,183,03213F-HRTimeline
LPL Financial LLC3,426,479$174M0.06%+281,02313F-HRTimeline
BOS Asset Management, LLC828,866$42M13.4%-46,80313F-HRTimeline
Wagner Wealth Management, LLC793,289$40.2M9.16%+785,34213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN516,581$26.2M0.01%+37,81213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC506,870$25.7M0.01%+44,66013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding415,778$21.1M+201,945Timeline
Private Advisor Group, LLC410,544$20.8M0.11%+82,26513F-HRTimeline
Mariner, LLCin group Mariner, LLC392,569$19.9M0.03%+10,00113F-HRTimelineGroup
WEDBUSH SECURITIES INC352,154$17.8M0.62%new13F-HRTimeline
IHT Wealth Management, LLC342,235$17.3M0.48%-111,40113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.221,518$11.2M0.02%+50,04713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP214,678$10.9M0.02%-4,99013F-HRTimelineGroup
Ausdal Financial Partners, Inc.195,178$9.89M0.66%+13,98613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC192,412$9.75M0.01%-30,73113F-HRTimeline
Moran Wealth Management, LLC186,192$9.43M0.29%new13F-HRTimeline
D.A. DAVIDSON & CO.178,833$9.06M0.06%+8,89013F-HRTimeline
Kingsview Wealth Management, LLC178,620$9.05M0.15%+17,17413F-HRTimeline
Atlas Private Wealth Advisors125,714$6.37M0.82%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,901$5.42M0.01%+14,85813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC105,257$5.33M0.03%+23,64013F-HRTimelineGroup
Kensington Asset Management, LLC100,131$5.07M0.38%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PMG Wealth Management, Inc.77,249$3.9M3.22%+7,40413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC75,746$3.84M0.18%-4,55313F-HRTimeline
Cambridge Investment Research Advisors,…63,649$3.22M0.01%-6,15813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,881$2.63M0.18%+74013F-HRTimeline
Integrated Wealth Concepts LLC51,636$2.62M0.03%-8,40613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,007$1.87M<0.01%-45613F-HRTimelineGroup
Sanctuary Advisors, LLC35,115$1.78M0.01%+2,93313F-HRTimeline
NewEdge Advisors, LLC35,023$1.77M0.01%-2,41213F-HRTimeline
Good Life Advisors, LLC32,590$1.65M0.1%+3,73613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,917$1.41M<0.01%+95413F-HRTimeline
Lowe Wealth Advisors, LLC27,611$1.4M0.55%+1,10113F-HRTimeline
Ellsworth Advisors, LLC27,382$1.39M0.34%-6,05513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,676$1.35M0.03%+1,39613F-HRTimelineGroup
USAdvisors Wealth Management, LLC26,034$1.32M0.49%+3,16613F-HRTimeline
WPG Advisers, LLC24,969$1.26M1.07%-9,96513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,828$1.16M0.03%-11,10813F-HRTimeline
Trilogy Capital Inc.21,176$1.07M0.05%-8,09013F-HRTimeline
Alteri Wealth LLC19,874$1.01M0.39%+14,91813F-HRTimeline
VestGen Advisors, LLC19,100$968K0.04%new13F-HRTimeline
TME FINANCIAL, INC.18,158$920K0.74%+1,56913F-HRTimeline
Cetera Investment Advisers17,797$902K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,466$885K<0.01%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC17,318$877K0.08%+72613F-HR/ATimeline
PRIVATE TRUST CO NA16,075$814K0.08%-55613F-HRTimeline
Quantum Private Wealth, LLC15,276$774K0.25%+2,00213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,514$735K0.02%013F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC12,913$654K0.24%+3613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,594$638K0.01%+6,41413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,476$632K<0.01%+8713F-HRTimeline
Steward Partners Investment Advisory, L…12,229$620K<0.01%+9,87013F-HRTimeline
Guerra Advisors Inc11,597$587K0.28%+4,77413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,467$581K0.01%-38513F-HRTimelineGroup
Cornerstone Wealth Management, LLC11,003$557K0.03%-9213F-HRTimeline
MML INVESTORS SERVICES, LLC10,892$552K<0.01%+1513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,330$473K0.02%-35013F-HRTimeline
RFG Advisory, LLC9,131$463K0.01%+95813F-HRTimeline
COMERICA BANK8,673$439K<0.01%-45913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,182$414K0.03%-82013F-HRTimelineGroup
Laraway Financial Advisors Inc7,602$385K0.29%-1,02913F-HRTimeline
UBS Group AGin group UBS Group AG6,718$340K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC5,419$275K<0.01%+4713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,148$261K0.06%-30913F-HRTimeline
MMA ASSET MANAGEMENT LLC5,106$259K0.1%-10813F-HRTimeline
Belpointe Asset Management LLC5,095$258K0.01%-97313F-HRTimeline
Accelerate Investment Advisors LLC4,808$244K0.18%-21813F-HRTimeline
Claro Advisors Inc.4,804$243K0.04%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,450$225K0.01%+3,20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,000$203K<0.01%013F-HRTimelineGroup
S.A. Mason LLC2,353$119K0.06%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,675$84.9K0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY302$15.3K<0.01%-113F-HRTimelineGroup
Capital Investment Advisory Services, L…290$14.7K<0.01%-5413F-HRTimeline
Westside Investment Management, Inc.180$9.12K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC131$6.65K<0.01%-19,86813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.