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MAI Capital Management’s AB Disruptors ETF FWD Stock Holding History

MAI Capital Management’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$671K Buy
+6,183
New +$696K ﹤0.01% 909

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

MAI Capital Management's FWD Position: Q1 2026 in Review

MAI Capital Management opened a new position in AB Disruptors ETF (FWD) in Q1 2026: 6,183 shares worth $671K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings.

79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • MAI Capital Management held 6,183 shares of AB Disruptors ETF worth $671K as of Q1 2026.
  • AB Disruptors ETF was a new MAI Capital Management position in Q1 2026.
  • AB Disruptors ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #909 holding.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.