Vault-13

AB ACTIVE ETFS INC SYFI

SHORT DURATION H · ETP · CUSIP 00039J830

72 institutional holders +8 vs Q1 2025
18,619,50818.6m shares reported held*
$669.4mreported value*
11 new 20 added 30 reduced 4 sold out net sold ≈ $11.7m (-326.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $35.95.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q2 24: 52Q3 24: 55Q4 24: 61Q1 25: 64Q2 25: 7272Q2 24Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q2 202452
Q3 202455
Q4 202461
Q1 202564
Q2 202572

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 28 bought or addedQ3 24: 22 cut or sold outQ3 24Q4 24: 36 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 21 cut or sold outQ1 25Q2 25: 31 bought or addedQ2 25: 34 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20242822
Q4 20243616
Q1 20253921
Q2 20253134

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +747,816+747.8k
ROYAL BANK OF CANADA Added +506,310+506.3k
Solano Wealth Investment Advisors LLC New +370,676+370.7k
OPPENHEIMER ASSET MANAGEMENT INC. New +296,373+296.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +218,596+218.6k
MGO ONE SEVEN LLC New +118,386+118.4k
LPL Financial LLC Added +108,348+108.3k
Rockefeller Capital Management L.P. Added +96,301+96.3k
JANE STREET GROUP, LLC Added +43,715+43.7k
TME FINANCIAL, INC. New +34,621+34.6k

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -1,013,015-1.0m
ALLIANCEBERNSTEIN L.P. Reduced -371,885-371.9k
MORGAN STANLEY Reduced -355,369-355.4k
RAYMOND JAMES FINANCIAL INC Reduced -200,863-200.9k
UBS Group AG Reduced -195,090-195.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -173,573-173.6k
OSAIC HOLDINGS, INC. Reduced -169,809-169.8k
Atria Wealth Solutions, Inc. Reduced -153,490-153.5k
NewEdge Advisors, LLC Reduced -47,010-47.0k
D.A. DAVIDSON & CO. Reduced -46,860-46.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 4,544,0744.5m $163.4m $163.4m 0.05% Reduced -371.9k -371,885
2 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,092,4202.1m $75.2m $75.2m 0.02% Reduced -195.1k -195,090
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,014,2122.0m $72.4m $72.4m 0.01% Added +506.3k +506,310
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,537,0341.5m $55.3m $55.3m 0.00% Added +747.8k +747,816
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 990,839990.8k $35.6m $35.6m 0.00% Reduced -355.4k -355,369
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 762,347762.3k $27.4m $27.4m 0.01% Added +108.3k +108,348
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 737,394737.4k $26.5m $26.5m 0.01% Reduced -200.9k -200,863
8 NewEdge Advisors, LLC 0.13% of their portfolio NEW ORLEANS, LA 687,236687.2k $24.7m $24.7m 0.13% Reduced -47.0k -47,010
9 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 673,001673.0k $24.2m $24.2m 0.04% Reduced -169.8k -169,809
10 Wagner Wealth Management, LLC 3.87% of their portfolio GREENVILLE, SC 471,586471.6k $17.0m $17.0m 3.87% Reduced -16.9k -16,895
11 Solano Wealth Investment Advisors LLC 6.84% of their portfolio Fairfield, CA 370,676370.7k $13.3m $13.3m 6.84% New
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 304,017304.0k $10.9m $10.9m 0.01% Reduced -173.6k -173,573
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 302,908302.9k $10.9m $10.9m 0.02% Added +218.6k +218,596
14 OPPENHEIMER ASSET MANAGEMENT INC. 0.12% of their portfolio NEW YORK, NY 296,373296.4k $10.7m $10.7m 0.12% New
15 SOL Capital Management CO 1.00% of their portfolio ROCKVILLE, MD 286,657286.7k $10.3m $10.3m 1.00% Reduced -2.3k -2,291
16 Huntleigh Advisors, Inc. 1.80% of their portfolio ST. LOUIS, MO 259,386259.4k $9.3m $9.3m 1.80% Added +5.8k +5,759
17 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 258,336258.3k $9.3m $9.3m 0.01% Added +96.3k +96,301
18 GREAT VALLEY ADVISOR GROUP, INC. 0.20% of their portfolio WILMINGTON, DE 246,598246.6k $8.9m $8.9m 0.20% Added +6.8k +6,824
19 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 198,935198.9k $7.2m $7.2m 0.04% Added +12.8k +12,755
20 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 134,555134.6k $4.8m $4.8m 0.01% Reduced -18.8k -18,822
21 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 130,679130.7k $4.7m $4.7m 0.01% Added +43.7k +43,715
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 125,915125.9k $4.5m $4.5m 0.00% Reduced -4.7k -4,725
23 MGO ONE SEVEN LLC 0.14% of their portfolio Beachwood, OH 118,386118.4k $4.3m $4.3m 0.14% New
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 108,616108.6k $3.9m $3.9m 0.00% Reduced -15.1k -15,056
25 RMR Capital Management, LLC 2.63% of their portfolio Tustin, CA 102,331102.3k $3.7m $3.7m 2.63% Reduced -17.9k -17,891
26 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 80,12380.1k $2.9m $2.9m 0.02% Reduced -12.4k -12,394
27 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 77,88877.9k $2.8m $2.8m 0.02% Reduced -933 -933
28 Arkadios Wealth Advisors 0.08% of their portfolio ATLANTA, GA 75,76475.8k $2.7m $2.7m 0.08% Reduced -17.6k -17,610
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 70,83370.8k $2.5m $2.5m 0.00% Added +6.4k +6,423
30 Capital Investment Advisory Services, LLC 0.17% of their portfolio RALEIGH, NC 58,56558.6k $2.1m $2.1m 0.17% Reduced -11.1k -11,148
31 COMERICA BANK 0.01% of their portfolio DALLAS, TX 55,78755.8k $2.0m $2.0m 0.01% Reduced -42.5k -42,510
32 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 44,75444.8k $1.6m $1.6m 0.00% Reduced -15.4k -15,409
33 EverSource Wealth Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 36,18736.2k $1.3m $1.3m 0.06% Reduced -8.9k -8,874
34 TME FINANCIAL, INC. 1.01% of their portfolio Huntington Beach, CA 34,62134.6k $1.2m $1.2m 1.01% New
35 KMG FIDUCIARY PARTNERS, LLC 0.08% of their portfolio TOLEDO, OH 31,75731.8k $1.1m $1.1m 0.08% Added +3.2k +3,192
36 ALTERNA WEALTH MANAGEMENT, INC 0.87% of their portfolio HOUSTON, TX 30,25030.2k $1.1m $1.1m 0.87% Unchanged
37 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 29,48329.5k $1.1m $1.1m 0.01% Reduced -8.6k -8,648
38 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 27,87127.9k $1.0m $1.0m 0.01% New
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,39226.4k $948.9k $948.9k 0.00% Reduced -2.2k -2,191
40 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 21,49921.5k $772.9k $772.9k 0.02% Reduced -153.5k -153,490
41 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,47819.5k $700.0k $700.0k 0.00% Added +1.5k +1,483
42 Quantum Private Wealth, LLC 0.21% of their portfolio TAMPA, FL 18,36618.4k $660.3k $660.3k 0.21% Unchanged
43 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,85113.9k $498.0k $498.0k 0.00% Reduced -46.9k -46,860
44 Next Level Private LLC 0.14% of their portfolio HARRISON, NY 12,38512.4k $445.3k $445.3k 0.14% New
45 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 12,04112.0k $432.9k $432.9k 0.01% Reduced -430 -430
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,21310.2k $367.2k $367.2k 0.00% Reduced -8 -8
47 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 9,3919.4k $337.6k $337.6k 0.01% Added +1.1k +1,073
48 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 8,4148.4k $302.5k $302.5k 0.02% Added +47 +47
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,3777.4k $265.2k $265.2k 0.00% Reduced -14.2k -14,158
50 MAGNOLIA CAPITAL ADVISORS LLC 0.07% of their portfolio RIDGELAND, MS 7,2347.2k $260.1k $260.1k 0.07% New
51 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 6,4616.5k $232.3k $232.3k 0.02% Unchanged
52 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,1916.2k $223.0k $223.0k 0.00% Added +483 +483
53 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,1106.1k $219.7k $219.7k 0.00% New
54 WPG Advisers, LLC 0.16% of their portfolio BALTIMORE, MD 5,2115.2k $187.4k $187.4k 0.16% Unchanged
55 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,0745.1k $182.0k $182.0k 0.00% Added +2.1k +2,148
56 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 4,9555.0k $178.1k $178.1k 0.02% Added +1.4k +1,448
57 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,7801.8k $64.0k $64.0k 0.00% Reduced -1 -1
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,7341.7k $62.3k $62.3k 0.00% Added +112 +112
59 Activest Wealth Management 0.01% of their portfolio AVENTURA, FL 1,5701.6k $56.4k $56.4k 0.01% Unchanged
60 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 1,5251.5k $54.8k $54.8k 0.00% New
61 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,1641.2k $41.8k $41.8k 0.01% Unchanged
62 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0661.1k $38.3k $38.3k 0.00% Added +18 +18
63 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 547547 $19.7k $19.7k 0.00% Added +81 +81
64 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 428428 $15.4k $15.4k 0.00% New
65 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 210210 $7.5k $7.5k 0.00% New
66 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 203203 $7.3k $7.3k 0.00% First filing
67 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 122122 $4.0k $4.0k 0.00% Unchanged
68 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 6060 $2.2k $2.2k 0.00% Unchanged
69 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4242 $1.5k $1.5k 0.00% Reduced -533 -533
70 FMR LLC 0.00% of their portfolio BOSTON, MA 1414 $508 $508 0.00% Unchanged
71 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 66 $216 $216 0.00% Reduced -750 -750
72 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged