Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AB ACTIVE ETFS INC (YEAR)

73 + Investors. Track Smart Money conviction in YEAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — YEAR

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added YEAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold YEAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding YEAR is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

47 buying33 selling
Last quarter: 47 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new YEAR position: 7 → 11 → 6 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 25% medium ■ 30% new
33 out of 73 hedge funds have held YEAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 7 → 11 → 6 → 16 new funds/Q
New funds entering each quarter: 7 → 11 → 6 → 16. A growing number of institutions are discovering YEAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 18% 1-2yr ■ 40% new
Of 73 current holders: 31 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
8 of 73 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in YEAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YEAR

In 2025 Q4, 47 hedge funds were net buyers of YEAR (16 opened a new position, 31 added to an existing one), while 33 reduced or exited (24 trimmed, 9 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 73% of total institutional value in YEAR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 73.

Hedge Fund Ownership: YEAR

How many hedge funds hold YEAR — quarterly history vs. share price
Quarterly hedge fund ownership of YEAR vs. share price

Market Analysis: YEAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YEAR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: YEAR
2026 Q1 Stats Unlock in 8 days 73 + Investors

Track Smart Money conviction in YEAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 66 10.61%
13F Shares 25M 24M 3.99%
Total Value $1.27B $1.23B 3.6%
New Positions 16 6 +10
Increased Positions 31 33 -2
Closed Positions 9 10 -1
Reduced Positions 24 24 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YEAR

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Institutional Holders (2026 Q1)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YEAR. Verified SEC 13F-HR filings.

Top 25 institutional holders of YEAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BOS Asset Management, LLC 12.29% 953,584 $48.1M
2 PMG Wealth Management, Inc. 3.40% 93,710 $4.7M
3 Legacy Wealth Advisors, LLC 1.99% 77,283 $3.9M
4 Welch Financial Planning, LLC 0.95% 26,075 $1.3M
5 CDKV HOLDINGS LLC 0.89% 20,103 $1.0M
6 Tortuga Wealth Management, Inc 0.63% 11,893 $600K
7 Atlas Private Wealth Advisors 0.60% 50,694 $2.6M
8 WPG Advisers, LLC 0.52% 13,902 $702K
9 Ausdal Financial Partners, Inc. 0.35% 155,454 $7.8M
10 USAdvisors Wealth Management, LLC 0.34% 20,334 $1K
11 Cooper Financial Group 0.33% 64,852 $3.3M
12 ENCOMPASS WEALTH ADVISORS, LLC 0.24% 13,627 $688K
13 Quantum Private Wealth, LLC 0.22% 14,251 $719K
14 Horizon Wealth Management, LLC 0.21% 28,258 $1.4M
15 WEDBUSH SECURITIES INC 0.18% 123,734 $6K
16 Centerpoint Advisory Group 0.17% 4,346 $219K
17 Alteri Wealth LLC 0.16% 9,729 $491K
18 MMA ASSET MANAGEMENT LLC 0.13% 7,483 $378K
19 Kingsview Wealth Management, LLC 0.12% 167,620 $8.5M
20 Next Level Private LLC 0.12% 10,122 $511K
21 FLAGSHIP HARBOR ADVISORS, LLC 0.11% 48,498 $2.4M
22 D.A. DAVIDSON & CO. 0.09% 278,824 $14.1M
23 Private Advisor Group, LLC 0.07% 310,368 $15.7M
24 Ellsworth Advisors, LLC 0.07% 7,030 $355K
25 PRIVATE TRUST CO NA 0.06% 14,200 $717K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AB ACTIVE ETFS INC (YEAR)

What does the Smart Money Trend signal show for YEAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added YEAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YEAR?

Slight buying edge — 59% buying: Last quarter: 47 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for YEAR holders?

Elite ownership — 73% AUM from top-100 funds: 8 of 73 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in YEAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held YEAR?

45% of holders stayed for 2+ years: 33 out of 73 hedge funds have held YEAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.