FWD Institutional Ownership & Shareholders
AB DISRUPTORS ETF (FWD) is currently held by 118 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.27B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of FWD tracked by InsiderSet, reporting ownership valued at approximately $1.33B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.43B, representing an estimated gain of +7.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed FWD value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in AB DISRUPTORS ETF (FWD).
This page ranks the largest institutional FWD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
118
Total Reported Value
$2.27B
Largest Holder
Alliancebernstein L.P.
Largest Position
$1.33B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.44% | 12,254,845 | $1,330,385,973 | $1,427,321,797 | +$96,935,824 | +7.29% | |
| Lpl Financial Llc | 0.05% | 1,512,442 | $224,022,903 | $176,154,120 | -$47,868,783 | -21.37% | |
| Bank Of America Corp | 0.01% | 597,024 | $88,431,127 | $69,535,385 | -$18,895,742 | -21.37% | |
| Betterment Llc | 0.15% | 580,084 | $85,922,000 | $67,562,383 | -$18,359,617 | -21.37% | |
| Integrated Wealth Concepts Llc | 0.46% | 473,735 | $70,169,611 | $55,175,915 | -$14,993,696 | -21.37% | |
| Bleakley Financial Group, Llc | 0.48% | 255,585 | $37,857,250 | $29,767,985 | -$8,089,265 | -21.37% | |
| Ameriprise Financial Inc | 0.01% | 233,743 | $34,658,673 | $27,224,047 | -$7,434,626 | -21.45% | |
| Ubs Group Ag | 0.00% | 163,561 | $24,226,655 | $19,049,950 | -$5,176,705 | -21.37% | |
| Envestnet Asset Management Inc | 0.01% | 157,322 | $23,302,562 | $18,323,293 | -$4,979,269 | -21.37% | |
| Raymond James Financial Inc | 0.01% | 156,601 | $23,195,740 | $18,239,318 | -$4,956,422 | -21.37% | |
| Glenmede Trust Co Na | 0.10% | 155,481 | $23,029,845 | $18,108,872 | -$4,920,973 | -21.37% | |
| Tulsa Wealth Advisors, Inc | 3.01% | 144,424 | $21,392,083 | $16,821,063 | -$4,571,020 | -21.37% | |
| Jane Street Group, Llc | 0.01% | 128,750 | $19,070,450 | $14,995,513 | -$4,074,938 | -21.37% | |
| Horizon Wealth Management, Llc | 2.31% | 139,510 | $18,360,924 | $16,248,730 | -$2,112,194 | -11.50% | |
| Private Advisor Group, Llc | 0.08% | 123,354 | $18,271,146 | $14,367,040 | -$3,904,106 | -21.37% | |
| Embree Financial Group | 1.67% | 129,711 | $17,071,228 | $15,107,440 | -$1,963,788 | -11.50% | |
| Intrepid Financial Planning Group Llc | 5.52% | 109,732 | $16,253,504 | $12,780,486 | -$3,473,018 | -21.37% | |
| Osaic Holdings, Inc. | 0.01% | 82,014 | $12,147,784 | $9,552,171 | -$2,595,613 | -21.37% | |
| Truist Financial Corp | 0.01% | 81,550 | $10,732,796 | $9,498,129 | -$1,234,668 | -11.50% | |
| Vestgen Advisors, Llc | 0.30% | 74,630 | $9,822,104 | $8,692,156 | -$1,129,948 | -11.50% | |
| Pmg Wealth Management, Inc. | 5.90% | 64,371 | $9,534,633 | $7,497,290 | -$2,037,343 | -21.37% | |
| Quantum Private Wealth, Llc | 2.43% | 72,152 | $9,495,968 | $8,403,543 | -$1,092,425 | -11.50% | |
| Eldridge Investment Advisors, Inc. | 1.87% | 63,621 | $9,423,543 | $7,409,938 | -$2,013,605 | -21.37% | |
| Mml Investors Services, Llc | 0.02% | 59,566 | $8,822,924 | $6,937,652 | -$1,885,272 | -21.37% | |
| Colonial River Investments, Llc | 2.17% | 63,716 | $8,385,663 | $7,421,003 | -$964,660 | -11.50% | |
| Bos Asset Management, Llc | 1.90% | 61,764 | $8,128,773 | $7,193,653 | -$935,120 | -11.50% | |
| Highpoint Advisor Group Llc | 0.28% | 53,093 | $7,864,139 | $6,183,742 | -$1,680,397 | -21.37% | |
| Stonecrest Wealth Management, Inc. | 2.31% | 48,751 | $7,220,998 | $5,678,029 | -$1,542,969 | -21.37% | |
| Concurrent Investment Advisors, Llc | 0.05% | 51,854 | $6,824,497 | $6,039,435 | -$785,062 | -11.50% | |
| Rockefeller Capital Management L.P. | 0.01% | 37,759 | $5,592,920 | $4,397,791 | -$1,195,129 | -21.37% | |
| Advisory Services Network, Llc | 0.05% | 28,418 | $4,209,215 | $3,309,844 | -$899,371 | -21.37% | |
| Commonwealth Equity Services, Llc | 0.01% | 31,571 | $4,155,101 | $3,677,074 | -$478,027 | -11.50% | |
| Ifg Advisory, Llc | 0.14% | 27,747 | $4,109,809 | $3,231,693 | -$878,116 | -21.37% | |
| Sanctuary Advisors, Llc | 0.02% | 26,688 | $3,953,027 | $3,108,351 | -$844,676 | -21.37% | |
| Cornerstone Wealth Management, Llc | 0.16% | 24,413 | $3,616,052 | $2,843,382 | -$772,670 | -21.37% | |
| Susquehanna International Group, Llp | 0.00% | 19,713 | $2,919,890 | $2,295,973 | -$623,917 | -21.37% | |
| Kingsview Wealth Management, Llc | 0.03% | 19,187 | $2,841,978 | $2,234,710 | -$607,268 | -21.37% | |
| Cwm, Llc | 0.01% | 26,092 | $2,832,594 | $3,038,935 | +$206,341 | +7.28% | |
| Great Valley Advisor Group, Inc. | 0.04% | 18,223 | $2,698,939 | $2,122,433 | -$576,506 | -21.36% | |
| Huntleigh Advisors, Inc. | 0.37% | 17,737 | $2,627,210 | $2,065,828 | -$561,382 | -21.37% | |
| Flagship Harbor Advisors, Llc | 0.09% | 19,379 | $2,550,465 | $2,257,072 | -$293,393 | -11.50% | |
| Anderson Financial Strategies, Llc | 1.26% | 18,685 | $2,431,479 | $2,176,242 | -$255,237 | -10.50% | |
| Sfg Wealth Management, Llc. | 0.80% | 17,044 | $2,243,160 | $1,985,115 | -$258,045 | -11.50% | |
| Cozad Asset Management Inc | 0.13% | 14,089 | $2,086,888 | $1,640,946 | -$445,942 | -21.37% | |
| Silvercrest Asset Management Group Llc | 0.01% | 13,172 | $1,951,037 | $1,534,143 | -$416,894 | -21.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,112 | $1,863,471 | $1,643,625 | -$219,846 | -11.80% | |
| D. E. Shaw & Co., Inc. | 0.00% | 11,989 | $1,775,811 | $1,396,359 | -$379,452 | -21.37% | |
| Kestra Advisory Services, Llc | 0.00% | 13,116 | $1,726,168 | $1,527,621 | -$198,547 | -11.50% | |
| Worth Financial Advisory Group, Llc | 0.52% | 9,480 | $1,247,663 | $1,104,136 | -$143,527 | -11.50% | |
| Iht Wealth Management, Llc | 0.03% | 8,305 | $1,230,152 | $967,283 | -$262,869 | -21.37% |
Frequently asked questions about FWD
Who are the largest institutional holders of FWD?
The largest institutional holders of FWD reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Lpl Financial Llc, Bank Of America Corp, Betterment Llc, and Integrated Wealth Concepts Llc. InsiderSet ranks institutional holders by their latest reported FWD position.
What is FWD institutional ownership?
This page tracks FWD positions reported by institutional investment managers through SEC Form 13F. AB DISRUPTORS ETF (FWD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FWD?
InsiderSet currently tracks 118 institutional managers reporting FWD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FWD shareholders.
How much FWD stock do institutions own?
Institutional investment managers disclosed approximately $2.27B in FWD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FWD institutional ownership last updated?
The latest FWD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FWD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FWD position after the reporting date.
Are institutions buying or selling FWD?
Institutional buying and selling can be analyzed by comparing FWD positions across consecutive 13F reporting periods. InsiderSet's FWD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FWD ownership changes.
How has FWD institutional ownership changed over time?
InsiderSet tracks FWD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.