AB ACTIVE ETFS INC (YEAR)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
91
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $657.2M | 13,020,755 | 0.22% | 16q | -6.7%-$47.6M |
| LPL Financial LLC | $153.3M | 3,046,221 | 0.03% | 15q | -6.2%-$10.2M |
| BOS Asset Management, LLC | $47.5M | 943,059 | 11.02% | 14q | -1.1%-$529.8K |
| RAYMOND JAMES FINANCIAL INC | $46.6M | 925,699 | 0.01% | 7q | -8.1%-$4.1M |
| WELLS FARGO & COMPANY/MN | $45.6M | 906,812 | 0.01% | 11q | -39.0%-$29.1M |
| Kensington Asset Management, LLC | $43.8M | 869,794 | 2.39% | 5q | +20.8%+$7.6M |
| IHT Wealth Management, LLC | $37.8M | 751,307 | 0.80% | 14q | +10.5%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $18.9M | 374,925 | 0.00% | 3q | +59.2%+$7.0M |
| D.A. DAVIDSON & CO. | $14.0M | 277,632 | 0.08% | 11q | HELD |
| Global Retirement Partners, LLC | $13.7M | 271,547 | 0.21% | 2q | +347.0%+$10.6M |
| TRUIST FINANCIAL CORP | $12.9M | 256,100 | 0.02% | 14q | +1.2%+$158.0K |
| Private Advisor Group, LLC | $10.2M | 203,416 | 0.05% | 13q | -34.5%-$5.4M |
| STIFEL FINANCIAL CORP | $10.0M | 198,666 | 0.01% | 14q | +10.4%+$943.3K |
| Kingsview Wealth Management, LLC | $9.0M | 178,264 | 0.11% | 16q | +6.4%+$535.8K |
| Ausdal Financial Partners, Inc. | $8.4M | 167,519 | 0.33% | 13q | +7.8%+$607.4K |
| OSAIC HOLDINGS, INC. | $7.8M | 155,835 | 0.01% | 15q | -11.9%-$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $7.8M | 155,773 | 0.00% | 14q | -5.8%-$479.7K |
| HighPoint Advisor Group LLC | $6.7M | 133,419 | 0.24% | 3q | -2.1%-$144.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 125,809 | 0.01% | 15q | -26.0%-$2.2M |
| Creative Planning | $5.4M | 107,777 | 0.00% | new | NEW |
| PMG Wealth Management, Inc. | $4.9M | 98,583 | 3.06% | 7q | +5.2%+$244.5K |
| &PARTNERS | $4.1M | 81,864 | 0.02% | 2q | +366.4%+$3.2M |
| GOLDMAN SACHS GROUP INC | $3.8M | 74,680 | 0.00% | new | NEW |
| Cooper Financial Group | $3.6M | 72,257 | 0.30% | 2q | +11.4%+$372.8K |
| Mariner, LLC | $3.6M | 70,889 | 0.00% | 12q | -54.0%-$4.2M |
| Cetera Investment Advisers | $3.4M | 66,876 | 0.00% | 5q | +73.7%+$1.4M |
| Kestra Advisory Services, LLC | $2.9M | 57,731 | 0.01% | 15q | HELD |
| Concurrent Investment Advisors, LLC | $2.7M | 54,582 | 0.02% | 6q | +101.7%+$1.4M |
| Sanctuary Advisors, LLC | $2.5M | 50,405 | 0.01% | 9q | +5.7%+$136.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.2M | 43,643 | 0.08% | 14q | -10.0%-$244.4K |
| CITADEL ADVISORS LLC | $2.1M | 42,633 | 0.00% | new | NEW |
| Atlas Private Wealth Advisors | $2.0M | 40,077 | 0.44% | 5q | -20.9%-$534.5K |
| Welch Financial Planning, LLC | $1.6M | 32,683 | 0.96% | 3q | +25.3%+$332.6K |
| Horizon Wealth Management, LLC | $1.6M | 31,250 | 0.20% | 4q | +10.6%+$150.6K |
| Equitable Holdings, Inc. | $1.5M | 29,910 | 0.01% | 7q | +14.3%+$188.6K |
| Warner Group LLC | $1.5M | 29,534 | 0.37% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 28,639 | 0.00% | 12q | +1.6%+$22.1K |
| NewEdge Advisors, LLC | $1.3M | 25,391 | 0.00% | new | NEW |
| Wagner Wealth Management, LLC | $1.2M | 24,394 | 0.23% | 2q | +871.1%+$1.1M |
| Tortuga Wealth Management, Inc | $1.2M | 24,193 | 0.92% | 3q | +59.2%+$453.1K |
| Wealthcare Advisory Partners LLC | $1.2M | 24,071 | 0.02% | 13q | -4.4%-$56.3K |
| MGO ONE SEVEN LLC | $1.2M | 23,050 | 0.02% | 4q | +17.0%+$168.6K |
| EverSource Wealth Advisors, LLC | $1.0M | 20,782 | 0.04% | 3q | -4.9%-$53.5K |
| CDKV HOLDINGS LLC | $1.0M | 20,057 | 0.79% | 3q | HELD |
| Legacy Wealth Advisors, LLC | $991.0K | 19,687 | 0.43% | 3q | -74.5%-$2.9M |
| TME FINANCIAL, INC. | $950.9K | 18,889 | 0.59% | 7q | +6.8%+$60.8K |
| Trilogy Capital Inc. | $921.6K | 18,307 | 0.04% | 14q | HELD |
| MAI Capital Management | $903.4K | 17,946 | 0.00% | 3q | -8.7%-$85.8K |
| Steward Partners Investment Advisory, LLC | $824.1K | 16,372 | 0.00% | 8q | +7.9%+$60.1K |
| Quantum Private Wealth, LLC | $818.4K | 16,257 | 0.21% | 12q | +14.1%+$101.0K |
| PRIVATE TRUST CO NA | $815.5K | 16,200 | 0.07% | 15q | +14.1%+$100.7K |
| Davis Wealth Advisors, LLC | $745.9K | 14,818 | 0.58% | 3q | -1.1%-$8.0K |
| Alteri Wealth LLC | $732.2K | 14,546 | 0.20% | 7q | +49.5%+$242.5K |
| WPG Advisers, LLC | $694.0K | 13,786 | 0.41% | 7q | -0.8%-$5.8K |
| ENCOMPASS WEALTH ADVISORS, LLC | $692.0K | 13,747 | 0.21% | 14q | +0.9%+$6.0K |
| COZAD ASSET MANAGEMENT INC | $682.6K | 13,560 | 0.04% | 9q | -2.2%-$15.7K |
| Arkadios Wealth Advisors | $632.4K | 12,563 | 0.01% | 2q | -14.2%-$104.7K |
| BRIGHTON JONES LLC | $617.5K | 12,267 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $601.7K | 11,953 | 0.00% | 9q | +26.6%+$126.5K |
| Laraway Financial Advisors Inc | $571.8K | 11,358 | 0.35% | 8q | +10.3%+$53.6K |
| Merit Financial Group, LLC | $559.7K | 11,118 | 0.00% | 8q | +101.5%+$282.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $523.9K | 10,408 | 0.01% | 6q | -10.7%-$62.7K |
| JONES FINANCIAL COMPANIES LLLP | $499.2K | 9,915 | 0.00% | 2q | +171.3%+$315.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $493.9K | 9,812 | 0.01% | 13q | -11.3%-$62.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $490.9K | 9,751 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $475.5K | 9,445 | 0.00% | 2q | +1.8%+$8.4K |
| Next Level Private LLC | $474.2K | 9,421 | 0.09% | 3q | -6.9%-$35.3K |
| MML INVESTORS SERVICES, LLC | $467.7K | 9,291 | 0.00% | 13q | -3.1%-$14.9K |
| MMA ASSET MANAGEMENT LLC | $367.8K | 7,306 | 0.12% | 6q | -2.4%-$8.9K |
| Cornerstone Wealth Management, LLC | $364.9K | 7,248 | 0.02% | 11q | -8.3%-$33.0K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $322.0K | 6,396 | 0.01% | 12q | -20.7%-$84.2K |
| Lido Advisors, LLC | $307.1K | 6,101 | 0.00% | new | NEW |
| Ellsworth Advisors, LLC | $304.8K | 6,064 | 0.05% | 15q | -13.7%-$48.6K |
| OPPENHEIMER & CO INC | $304.3K | 6,045 | 0.00% | 3q | HELD |
| Claro Advisors Inc. | $292.3K | 5,807 | 0.03% | 5q | -22.6%-$85.4K |
| ROTHSCHILD INVESTMENT LLC | $274.4K | 5,450 | 0.01% | 7q | HELD |
| RFG Advisory, LLC | $267.5K | 5,314 | 0.00% | 10q | +0.7%+$1.8K |
| Compton Financial Group, LLC | $220.2K | 4,374 | 0.04% | new | NEW |
| Cresset Asset Management, LLC | $203.0K | 4,032 | 0.00% | 3q | -7.2%-$15.7K |
| Colonial Trust Advisors | $134.7K | 2,675 | 0.01% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $119.3K | 2,370 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $102.8K | 2,042 | 0.00% | 4q | -27.4%-$38.8K |
| N.E.W. Advisory Services LLC | $72.7K | 1,444 | 0.00% | 3q | HELD |
| 1015 Capital Partners, LLC | $22.4K | 445 | 0.02% | 3q | HELD |
| ROYAL BANK OF CANADA | $14.0K | 270 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $13.2K | 262 | 0.00% | 9q | -12.4%-$1.9K |
| BANK OF MONTREAL /CAN/ | $10.1K | 200 | 0.00% | 3q | HELD |
| Westside Investment Management, Inc. | $9.1K | 180 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $7.3K | 144,474 | 0.01% | 15q | +101.3%+$3.7K |
| WEDBUSH SECURITIES INC | $4.1K | 81,728 | 0.11% | 5q | -33.9%-$2.1K |
| USAdvisors Wealth Management, LLC | $1.1K | 20,995 | 0.30% | 7q | +3.3% |
| UBS Group AG | $201 | 4 | 0.00% | new | NEW |
| MORGAN STANLEY | $97 | 1 | 0.00% | 2q | -99.0%-$10.0K |
| JPMORGAN CHASE & CO | $8 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 91 | $1.2B | 24,533,950 | 13 | 33 | 34 | 0.0% |
| Q1 2026 | 82 | $1.3B | 25,529,885 | 9 | 32 | 32 | 0.0% |
| Q4 2025 | 81 | $1.2B | 24,334,730 | 14 | 29 | 25 | 0.0% |
| Q3 2025 | 70 | $1.2B | 24,033,484 | 7 | 30 | 25 | 0.0% |
| Q2 2025 | 72 | $1.3B | 25,161,450 | 10 | 33 | 24 | 0.0% |
| Q1 2025 | 69 | $1.1B | 22,214,325 | 7 | 29 | 23 | 0.0% |
| Q4 2024 | 72 | $1.0B | 20,778,466 | 11 | 31 | 17 | 0.0% |
| Q3 2024 | 62 | $1.0B | 20,256,703 | 10 | 31 | 13 | 0.0% |
| Q2 2024 | 56 | $978.0M | 19,360,870 | 15 | 23 | 11 | 0.0% |
| Q1 2024 | 43 | $852.1M | 16,866,229 | 8 | 19 | 12 | 0.0% |
| Q4 2023 | 39 | $585.4M | 11,640,867 | 6 | 18 | 9 | 0.0% |
| Q3 2023 | 36 | $499.1M | 9,941,849 | 6 | 18 | 8 | 0.0% |
| Q2 2023 | 31 | $408.6M | 8,144,870 | 7 | 16 | 5 | 0.0% |
| Q1 2023 | 27 | $306.6M | 6,107,874 | 18 | 9 | 0 | 0.0% |
| Q4 2022 | 8 | $179.7M | 3,596,994 | 5 | 1 | 2 | 0.0% |
| Q3 2022 | 3 | $148.6M | 2,981,785 | 3 | 0 | 0 | 0.0% |