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XCHG · AB Conservative Buffer ETF

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$27.63 +0.11 (+0.42%) At close · Aug 27
Rebalance outlook locked

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 16
Total Value: $875,258,715
Total Shares: 20,555,706

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 16 13F filers · Δ vs Mar 31, 2026
Top Holder
97.2%
Dec 2023 → Jun 2026 · range 96.6% – 100.0%
+0.6 pts
Top 5
99.4%
Dec 2023 → Jun 2026 · range 99.1% – 100.0%
+0.0 pts
Top 10
99.9%
Dec 2023 → Jun 2026 · range 99.6% – 100.0%
+0.1 pts
HHI
9,445
Dec 2023 → Jun 2026 · range 9,337 – 10,000
Highly concentrated+109

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
3
Decreased
6
Sold Out
7
Unchanged
3
Holder count: -3
Institutional value: +4.3%
Shares held: -0.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
ALLIANCEBERNSTEIN L.P. +23,310 19,986,141
Cresset Asset Management, LLC +864 46,705
AE Wealth Management LLC +63 719

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP −84,969 164,057
HighTower Advisors, LLC −31,576 67,092
Pathstone Holdings, LLC −23,940 0
N.E.W. Advisory Services LLC −4,760 4,602
Legacy Wealth Advisors, LLC −168 162,428

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Quantinno Capital Management LP 53,284 $2,267,660
OLD MISSION CAPITAL LLC 5,288 $225,046
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 989 $42,089
ALERUS FINANCIAL NA 868 $36,940

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Quantum Private Wealth, LLC 17,100 $694,807
BAILARD, INC. 11,963 $486,080
Scarborough Advisors, LLC 8,251 $335,254
ASSETMARK, INC 5,953 $241,882
Meridian Financial Partners LLC 5,086 $206,654
Filter: New 4 Increased 3 Reduced 6 Sold out 7 Unchanged 3
Showing 16 of 16
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
ALLIANCEBERNSTEIN L.P. $850,570,188 97.18% 19,986,141
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6,981,937 0.80% 164,057
Legacy Wealth Advisors, LLC $6,912,610 0.79% 162,428
HighTower Advisors, LLC $2,855,301 0.33% 67,092
Quantinno Capital Management LP $2,267,660 0.26% 53,284
Cresset Asset Management, LLC $1,987,671 0.23% 46,705
MORGAN STANLEY $1,091,910 0.12% 25,657
Ausdal Financial Partners, Inc. $971,982 0.11% 22,839
Pathstone Holdings, LLC $448,987 0.05% 0
LPL Financial LLC $372,212 0.04% 8,746
NewEdge Advisors, LLC $267,732 0.03% 6,291
OLD MISSION CAPITAL LLC $225,046 0.03% 5,288
N.E.W. Advisory Services LLC $195,851 0.02% 4,602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $42,089 0.00% 989
ALERUS FINANCIAL NA $36,940 0.00% 868
AE Wealth Management LLC $30,599 0.00% 719
Key facts CIK 1496608 CUSIP 00039J806 13F (30d) 16 filings 16 filers

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