FWDAB ACTIVE ETFS INC
CUSIP 00039J509 · Yahoo Finance ↗ · Google Finance ↗
AB Active Etfs Inc (FWD) has 76 institutional holders in Filings Flow’s 13F database, together reporting 4.75M shares worth $517M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Betterment LLC.
Institutional Holders
76
Q1 2026
Reported Value
$517M
Ticker
FWD
Quarters Tracked
13
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $110M | 1.01M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $109M | 1.01M | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.12% | $63M | 576.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.37% | $46M | 427.4K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.41% | $26M | 239.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 140.0K | Q1 2026 |
| Embree Financial Group$849M AUM | 1.48% | $13M | 115.4K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 4.44% | $11M | 101.3K | Q1 2026 |
| Quantum Private Wealth, LLC$324M AUM | 2.73% | $9M | 81.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 73.7K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 1.16% | $8M | 73.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8M | 73.2K | Q1 2026 |
| PMG Wealth Management, Inc.$139M AUM | 4.73% | $7M | 60.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 57.8K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 2.47% | $6M | 53.7K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.22% | $5M | 48.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 47.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $5M | 47.1K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 1.29% | $5M | 46.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 36.9K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.10% | $4M | 29.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 35.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 29.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 33.7K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 26.1K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.12% | $3M | 27.1K | Q4 2025OLDER |
| Anderson Financial Strategies, LLC$182M AUM | 1.54% | $3M | 21.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 25.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 23.6K | Q4 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.06% | $2M | 20.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 19.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 18.8K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 18.1K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.61% | $2M | 17.7K | Q1 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.31% | $2M | 16.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 16.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 15.3K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $1M | 13.2K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.46% | $942,952 | 8.7K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $859,795 | 7.9K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $820,062 | 7.6K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $790,208 | 7.3K | Q1 2026 |
| PW ADVISORS, LLC \ FL$133M AUM | 0.55% | $735,385 | 6.8K | Q1 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.33% | $689,628 | 6.6K | Q4 2025OLDER |
| Boyer Financial Services, Inc.$94M AUM | 0.71% | $672,158 | 6.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $671,227 | 6.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $656,888 | 6.1K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $654,148 | 6.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $652,663 | 6.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $538,783 | 5.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $434,240 | 4.0K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $415,686 | 3.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $358,248 | 3.3K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $316,000 | 2.9K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $310,620 | 3.0K | Q4 2025OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.21% | $292,926 | 2.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $250,940 | 2.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $242,632 | 2.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $241,763 | 2.2K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $215,383 | 2.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $214,000 | 2.0K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.15% | $204,201 | 1.9K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.02% | $172,695 | 1.3K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.03% | $148,619 | 1.4K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $133,529 | 1.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $127,667 | 1.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $115,000 | 1.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $110,140 | 1.1K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $66,981 | 617 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $61,879 | 570 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $49,612 | 457 | Q1 2026 |
| Security National Bank$838M AUM | 0.01% | $44,618 | 411 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $42,881 | 395 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $27,466 | 253 | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $26,814 | 247 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $16,696 | 165 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $16,085 | 152 | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $6,406 | 59 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $5,754 | 53 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,714 | 25 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,280 | 21 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $868 | 8 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $434 | 4 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.