YEARAB ACTIVE ETFS INC
CUSIP 00039J103 · Yahoo Finance ↗ · Google Finance ↗
AB Active Etfs Inc (YEAR) has 85 institutional holders in Filings Flow’s 13F database, together reporting 11.08M shares worth $559M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Raymond James Financial Inc, and Bos Asset Management, LLC.
Institutional Holders
85
Q1 2026
Reported Value
$559M
Ticker
YEAR
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.04% | $164M | 3.25M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $51M | 1.01M | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 12.29% | $48M | 953.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $37M | 742.8K | Q1 2026 |
| Kensington Asset Management, LLC$1.8B AUM | 1.98% | $36M | 719.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.80% | $34M | 679.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $16M | 310.4K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.09% | $14M | 278.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $13M | 253.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 235.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 191.8K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 179.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 176.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 170.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.12% | $8M | 167.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 165.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.35% | $8M | 155.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 154.2K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.29% | $7M | 136.3K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.18% | $6M | 123.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 94.7K | Q4 2025OLDER |
| PMG Wealth Management, Inc.$139M AUM | 3.40% | $5M | 93.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 89.0K | Q3 2025OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 1.99% | $4M | 77.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $4M | 71.8K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.10% | $3M | 68.1K | Q3 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.33% | $3M | 64.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 60.8K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 57.7K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.18% | $3M | 51.9K | Q2 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.60% | $3M | 50.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.11% | $2M | 48.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 47.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 38.5K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.06% | $2M | 33.9K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.10% | $2M | 32.6K | Q2 2025OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.21% | $1M | 28.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 28.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 27.4K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.50% | $1M | 27.2K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 27.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 26.2K | Q1 2026 |
| Welch Financial Planning, LLC$139M AUM | 0.95% | $1M | 26.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 25.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 21.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 20.6K | Q3 2025OLDER |
| USAdvisors Wealth Management, LLC$301M AUM | 0.34% | $1M | 20.3K | Q1 2026 |
| CDKV HOLDINGS LLC$114M AUM | 0.89% | $1M | 20.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $994,358 | 19.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $991,834 | 19.6K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.04% | $928,188 | 18.4K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 0.62% | $892,508 | 17.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $885,975 | 17.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $812,219 | 16.0K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $766,110 | 15.2K | Q1 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.63% | $755,914 | 15.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $739,055 | 14.6K | Q1 2026 |
| Quantum Private Wealth, LLC$324M AUM | 0.22% | $719,336 | 14.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $716,745 | 14.2K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.52% | $701,703 | 13.9K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.24% | $687,838 | 13.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $632,055 | 12.5K | Q2 2025OLDER |
| Tortuga Wealth Management, Inc$95M AUM | 0.63% | $600,373 | 11.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $591,570 | 11.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $558,356 | 11.1K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $528,000 | 10.5K | Q1 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.37% | $519,521 | 10.3K | Q1 2026 |
| Next Level Private LLC$511M AUM | 0.12% | $510,903 | 10.1K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.06% | $501,226 | 9.9K | Q3 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.16% | $491,063 | 9.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $483,892 | 9.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $476,489 | 9.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $468,357 | 9.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $455,632 | 9.0K | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.15% | $419,173 | 8.3K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $414,500 | 8.2K | Q2 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $407,283 | 8.1K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $398,956 | 7.9K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.05% | $378,747 | 7.5K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.13% | $377,688 | 7.5K | Q1 2026 |
| Ellsworth Advisors, LLC$609M AUM | 0.07% | $354,844 | 7.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $311,563 | 6.2K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $305,121 | 6.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $278,471 | 5.5K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $275,089 | 5.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $266,443 | 5.3K | Q1 2026 |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.05% | $259,557 | 5.1K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $258,137 | 5.1K | Q2 2025OLDER |
| Sun Financial Inc$200M AUM | 0.13% | $257,580 | 5.1K | Q1 2026 |
| Accelerate Investment Advisors LLC$150M AUM | 0.16% | $241,834 | 4.8K | Q3 2025OLDER |
| Centerpoint Advisory Group$133M AUM | 0.17% | $219,365 | 4.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $219,213 | 4.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $202,640 | 4.0K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $184,230 | 3.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $141,936 | 2.8K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.01% | $135,021 | 2.7K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.05% | $127,348 | 2.5K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.03% | $126,793 | 2.5K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $72,959 | 1.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $61,125 | 1.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $24,584 | 487 | Q4 2025OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.02% | $22,461 | 445 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $19,990 | 396 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $15,080 | 299 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10,095 | 200 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $9,086 | 180 | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $6,284 | 124 | Q3 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $5,270 | 104 | 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.