Silvercrest Asset Management’s AB Disruptors ETF FWD Stock Holding History

Silvercrest Asset 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	$1.43M	Hold	13,172	–	–	0.01%	565
2025 Q4	$1.38M	Hold	13,172	–	–	0.01%	573
2025 Q3	$1.33M	Hold	13,172	–	–	0.01%	579
2025 Q2	$1.18M	Buy	+13,172	New	+$1.02M	0.01%	608

Other funds holding FWD

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $7.85B AUM 31.48% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

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

Silvercrest Asset Management's FWD Position: Q1 2026 in Review

Silvercrest Asset Management held its AB Disruptors ETF (FWD) position steady in Q1 2026 at 13,172 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #565.

Silvercrest Asset Management first reported a position in FWD in Q2 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

Silvercrest Asset Management held 13,172 shares of AB Disruptors ETF worth $1.43M as of Q1 2026.
Silvercrest Asset Management left its AB Disruptors ETF share count unchanged in Q1 2026.
AB Disruptors ETF made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #565 holding.
Silvercrest Asset Management first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 4 quarters since.
79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

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