Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ab Ultra Short Income Etf (YEAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    2
Total shares held : 
11,979,825  
% of shares held : 
13.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
1,868,189  
% of shares held change : 
  2.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 116,451
 0.97%
 
Increased Positions :
22
 2,440,365
 20.37%
 
Unchanged Positions :
6
 34,082
 0.28%
 
Decreased Positions :
11
-621,293
-5.19%
 
Closed Positions :
4
-67,334
-0.56%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ALLIANCEBERNSTEIN L.P. 131 - 2023-12-31 7,350,470 $369,655,000 1,815,160
   LPL FINANCIAL CORP 301 - 2023-12-31 1,860,304 $93,555,000 156,701
   Advisor Group Holdings Inc. 549 - 2023-12-31 327,733 $16,482,000 -138,466
   BOS Asset Management LLC 1 - 2023-12-31 302,231 $15,199,000 -14,237
   BB&T CORP 529 - 2023-12-31 244,992 $12,321,000 20,368
   ENVESTNET ASSET MANAGEMENT INC 1326 - 2023-12-31 235,928 $11,865,000 4,935
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 390 - 2024-03-31 232,945 $11,768,000 -9,731
   Kestra Advisory Services LLC 274 - 2023-12-31 200,062 $10,061,000 -184,868
   Kingsview Wealth Management LLC 135 - 2023-12-31 118,100 $5,939,000 4,963
   Ausdal Financial Partners Inc. 32 - 2024-03-31 104,830 $5,296,000 -33,928
   OPPENHEIMER ASSET MANAGEMENT INC 303 - 2023-12-31 98,290 $4,943,000 -2,132
   Ellsworth Advisors LLC 21 - 2024-03-31 96,820 $4,872,000 -8,235
   COMMONWEALTH EQUITY SERVICES LLC. 1201 - 2024-03-31 93,314 $4,714,000 15,734
   DAVIDSON D A & CO 311 *New 2023-12-31 86,810 $4,366,000 86,810
   Private Advisor Group LLC - 2024-03-31 72,957 $3,686,000 13,828
   FLAGSHIP HARBOR ADVISORS LLC 119 - 2024-03-31 57,661 $2,913,000 -6,684
   Trilogy Capital Inc. 144 - 2024-03-31 30,542 $1,543,000 -5,864
   STIFEL FINANCIAL CORP 1885 - 2023-12-31 28,854 $1,451,000 6,343
   JANE STREET GROUP LLC 2788 - 2023-12-31 28,483 $1,432,000 -200,435
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 26,320 $1,330,000 -708
   Feltz Wealth PLAN Inc. 141 - 2023-12-31 25,782 $1,297,000 9,386
   N.E.W. Advisory Services LLC 65 - 2024-03-31 25,433 $1,285,000 -45,995
   Wagner Wealth Management LLC 43 *New 2024-03-31 19,970 $1,009,000 19,970
   Lowe fs LLC 22 - 2024-03-31 19,860 $1,003,000 4,765
   Centric Wealth Management 68 - 2024-03-31 17,763 $895,000 -68,937
   Fortis Group Advisors LLC *New 2024-03-31 16,179 $817,000 16,179
   WELLS FARGO & CO/MN 3174 *New 2023-12-31 13,380 $673,000 13,380
   ENCOMPASS WEALTH ADVISORS LLC 75 - 2023-12-31 11,921 $600,000 2,081
   LEAVELL T & ASSOCIATES INC 332 - 2024-03-31 10,950 $553,000 2,405
   Weaver Consulting Group 89 - 2024-03-31 10,747 $543,000 2,000
   Wealthcare Advisory Partners LLC 519 - 2024-03-31 10,599 $535,000 1,243
   MML INVESTORS SERVICES LLC 1749 - 2023-12-31 10,010 $503,000 2,974
   ADAR1 Capital Management LLC 53 - 2023-12-31 10,000 $503,000 0
   H D Vest Advisory Services 1000 - 2023-12-31 9,528 $479,000 464
   Quantum Private Wealth LLC 105 - 2023-12-31 9,264 $466,000 3
   GREAT VALLEY ADVISOR GROUP INC. 477 - 2023-12-31 9,200 $463,000 0
   Cornerstone Wealth Management LLC 340 - 2024-03-31 9,172 $463,000 16
   RFG Advisory Group LLC 579 - 2024-03-31 6,774 $342,000 6,774
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 141 - 2024-03-31 6,588 $333,000 -1,544
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1863 - 2024-03-31 6,312 $319,000 -5,295
   MARINER WEALTH ADVISORS, LLC 2344 - 2023-12-31 5,988 $301,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4653 *New 2023-12-31 4,881 $245,000 4,881
   IHT Wealth Management LLC 895 - 2023-12-31 4,115 $207,000 -2,492
   Goss Wealth Management LLC 1891 *New 2023-12-31 2,223 $112,000 2,223
   PRIVATE TRUST CO NA 990 - 2024-03-31 1,400 $71,000 15
   Penserra Capital Management LLC 1136 - 2023-12-31 147 $7,000 0
   FMR LLC 4765 *New 2023-12-31 1 $0 1
   Integrated Wealth Concepts LLC 1584 *Closed 2023-12-31 0 $0 -25,895
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  49 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results