Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ab Active Etfs Inc (YEAR)

85 + 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
↑ +6
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — YEAR

Based on 86 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
86 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

44 buying44 selling
Last quarter: 44 funds bought or added vs 44 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 6 → 20 → 13. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 31% medium ■ 31% new
Of the 86 current holders: 32 (37%) held >2 years, 27 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

8 → 11 → 6 → 20 → 13 new funds/Q
New funds entering each quarter: 11 → 6 → 20 → 13. A growing number of institutions are discovering YEAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 41% new entrants

■ 37% veterans ■ 22% 1-2yr ■ 41% new
Of 86 current holders: 32 (37%) held 2+ years, 19 held 1–2 years, 35 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
9 of 86 holders are among the 100 largest funds by AUM, controlling 75% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 2026 Q1, 44 hedge funds were net buyers of YEAR (13 opened a new position, 31 added to an existing one), while 44 reduced or exited (37 trimmed, 7 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 75% of total institutional value in YEAR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 86.

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

-- --

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

Is It Too Late to Buy Ab Active Etfs Inc (YEAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YEAR has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
YEAR
-0.1%
SPY
+4.0%

YEAR outperformed SPY by -4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
YEAR
+0.0%
SPY
+0.0%

Since the filing became public, YEAR outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: YEAR
2026 Q2 Stats Unlock in 3 days 85 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 85 79 7.59%
13F Shares 25M 25M -2.03%
Total Value $1.24B $1.28B -2.93%
New Positions 13 19 -6
Increased Positions 31 32 -1
Closed Positions 7 9 -2
Reduced Positions 36 26 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YEAR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

85 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 YEAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BOS Asset Management, LLC 11.02% 943,059 $47.5M
2 PMG Wealth Management, Inc. 3.06% 98,583 $4.9M
3 Kensington Asset Management, LLC 2.39% 869,794 $43.8M
4 Welch Financial Planning, LLC 0.96% 32,683 $1.6M
5 IHT Wealth Management, LLC 0.80% 751,307 $37.8M
6 Cdkv Holdings LLC 0.79% 20,057 $1.0M
7 Tortuga Wealth Management, Inc 0.72% 15,193 $767K
8 Tme Financial, INC. 0.59% 18,889 $951K
9 Davis Wealth Advisors, LLC 0.58% 14,818 $746K
10 Atlas Private Wealth Advisors 0.44% 40,077 $2.0M
11 Legacy Wealth Advisors, LLC 0.43% 19,687 $991K
12 WPG Advisers, LLC 0.41% 13,786 $694K
13 Warner Group LLC 0.37% 29,534 $1.5M
14 Laraway Financial Advisors Inc 0.35% 11,358 $572K
15 Ausdal Financial Partners, Inc. 0.33% 167,519 $8.4M
16 Cooper Financial Group 0.30% 72,257 $3.6M
17 HighPoint Advisor Group LLC 0.24% 133,419 $6.7M
18 Wagner Wealth Management, LLC 0.23% 24,394 $1.2M
19 Alliancebernstein L.P. 0.22% 13,020,755 $657.2M
20 Encompass Wealth Advisors, LLC 0.21% 13,747 $692K
21 Quantum Private Wealth, LLC 0.21% 16,257 $818K
22 Global Retirement Partners, LLC 0.21% 271,547 $13.7M
23 Alteri Wealth LLC 0.20% 14,546 $732K
24 Horizon Wealth Management, LLC 0.20% 31,250 $1.6M
25 Mma Asset Management LLC 0.12% 7,306 $368K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 50% buying: Last quarter: 44 funds bought or added vs 44 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 — 75% AUM from top-100 funds: 9 of 86 holders are among the 100 largest funds by AUM, controlling 75% 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?

Mixed — 37% long-term, 31% new: Of the 86 current holders: 32 (37%) held >2 years, 27 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ab Active Etfs Inc (YEAR) following the 2026 Q2 hedge fund 13F filings?

As of today, YEAR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), YEAR has gained -0.1% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →