ETF Holders

Who owns FWD?

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AB Disruptors ETF · AB

119 institutions reported holding FWD, worth $2.3B, in Form 13F filings for June 30, 2026.

13F holders
119
Institutional value
$2.3B
Change from prior quarter
+40.8%
+$672.5M, with price moves
New and sold-out firms
48 / 7
48 added, 11 trimmed

Top 10 institutional holders of FWD

FirmLocationValueSharesChange
Alliancebernstein L.P.Nashville, TN$1.3B12,254,845+1,636,236 shares
LPL Financial LLCFort Mill, SC$224.0M1,512,442+504,182 shares
Bank of America Corp.Charlotte, NC$88.4M597,024−411,969 shares
Betterment LLCNew York, NY$85.9M580,084+3,358 shares
Integrated Wealth Concepts LLCWaltham, MA$73.6M496,908+69,524 shares
Bleakley Financial Group, LLCParsippany, NJ$37.9M255,585+15,767 shares
Ameriprise Financial Inc.Minneapolis, MN$34.7M233,743New position
Northwestern Mutual Wealth Management CoMilwaukee, WI$26.8M180,785+107,539 shares
UBS Group AGZurich, Switzerland$24.2M163,561+89,854 shares
Envestnet Asset Management Inc.Berwyn, PA$23.3M157,322+110,093 shares
109 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FWD?

119 institutional managers reported holding FWD in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by Alliancebernstein L.P., at $1.3B.

Did institutions buy or sell FWD last quarter?

Reported 13F value rose 40.8% from March 31, 2026, which includes price moves as well as buying and selling. 48 firms reported a new position and 7 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FWD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.