SYFI Institutional Ownership & Shareholders
AB SHRT DURATION HGH YLD ETF (SYFI) is currently held by 82 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $733.03M 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 SYFI tracked by InsiderSet, reporting ownership valued at approximately $168.78M 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 $166.78M, representing an estimated loss of -1.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed SYFI value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in AB SHRT DURATION HGH YLD ETF (SYFI).
This page ranks the largest institutional SYFI 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
82
Total Reported Value
$733.03M
Largest Holder
Alliancebernstein L.P.
Largest Position
$168.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.06% | 4,751,552 | $168,775,127 | $166,779,475 | -$1,995,652 | -1.18% | |
| Bank Of America Corp | 0.00% | 1,772,714 | $63,312,481 | $62,222,261 | -$1,090,220 | -1.72% | |
| Morgan Stanley | 0.00% | 1,665,488 | $59,482,923 | $58,458,629 | -$1,024,294 | -1.72% | |
| Ubs Group Ag | 0.01% | 1,642,456 | $58,660,316 | $57,650,206 | -$1,010,110 | -1.72% | |
| Lpl Financial Llc | 0.01% | 1,341,796 | $47,922,227 | $47,097,040 | -$825,187 | -1.72% | |
| Wagner Wealth Management, Llc | 8.24% | 1,351,377 | $47,203,616 | $47,433,333 | +$229,717 | +0.49% | |
| Royal Bank Of Canada | 0.01% | 1,184,979 | $42,321,000 | $41,592,763 | -$728,237 | -1.72% | |
| Raymond James Financial Inc | 0.01% | 1,097,338 | $39,191,412 | $38,516,564 | -$674,848 | -1.72% | |
| Newedge Advisors, Llc | 0.10% | 957,335 | $34,191,243 | $33,602,459 | -$588,785 | -1.72% | |
| Osaic Holdings, Inc. | 0.02% | 491,963 | $17,575,886 | $17,267,901 | -$307,985 | -1.75% | |
| Huntleigh Advisors, Inc. | 1.86% | 372,347 | $13,298,375 | $13,069,380 | -$228,995 | -1.72% | |
| Solano Wealth Investment Advisors Llc | 5.88% | 361,666 | $12,916,921 | $12,694,477 | -$222,444 | -1.72% | |
| Focused Alpha, Llc | 2.53% | 291,297 | $10,175,014 | $10,224,525 | +$49,511 | +0.49% | |
| Next Level Private Llc | 1.82% | 271,571 | $9,485,979 | $9,532,142 | +$46,163 | +0.49% | |
| Great Valley Advisor Group, Inc. | 0.15% | 259,476 | $9,267,189 | $9,107,608 | -$159,581 | -1.72% | |
| Cerity Partners Llc | 0.01% | 239,517 | $8,554,000 | $8,407,047 | -$146,953 | -1.72% | |
| Commonwealth Equity Services, Llc | 0.01% | 229,630 | $8,201,235 | $8,060,013 | -$141,222 | -1.72% | |
| Stifel Financial Corp | 0.00% | 166,286 | $5,938,946 | $5,836,639 | -$102,307 | -1.72% | |
| Truist Financial Corp | 0.01% | 167,881 | $5,864,096 | $5,892,623 | +$28,527 | +0.49% | |
| Mgo One Seven Llc | 0.08% | 131,676 | $4,599,432 | $4,621,828 | +$22,396 | +0.49% | |
| Rmr Capital Management, Llc | 3.09% | 126,624 | $4,422,979 | $4,444,502 | +$21,523 | +0.49% | |
| Envestnet Asset Management Inc | 0.00% | 121,524 | $4,340,220 | $4,265,492 | -$74,728 | -1.72% | |
| Sageguard Financial Group, Llc | 0.61% | 121,014 | $4,322,007 | $4,247,591 | -$74,416 | -1.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 107,321 | $3,745,512 | $3,766,967 | +$21,455 | +0.57% | |
| Stonebridge Financial Group, Llc / Mo | 2.41% | 101,721 | $3,632,972 | $3,570,407 | -$62,565 | -1.72% | |
| Citadel Advisors Llc | 0.00% | 93,166 | $3,327,424 | $3,270,127 | -$57,297 | -1.72% | |
| Vise Technologies, Inc. | 0.03% | 92,857 | $3,243,507 | $3,259,281 | +$15,774 | +0.49% | |
| Advisory Resource Group | 0.40% | 79,905 | $2,791,072 | $2,804,666 | +$13,594 | +0.49% | |
| Jane Street Group, Llc | 0.00% | 76,628 | $2,736,769 | $2,689,643 | -$47,126 | -1.72% | |
| Arkadios Wealth Advisors | 0.04% | 73,641 | $2,630,077 | $2,584,799 | -$45,278 | -1.72% | |
| Private Advisor Group, Llc | 0.01% | 71,366 | $2,548,824 | $2,504,947 | -$43,877 | -1.72% | |
| Cetera Investment Advisers | 0.00% | 69,969 | $2,498,934 | $2,455,912 | -$43,022 | -1.72% | |
| Rockefeller Capital Management L.P. | 0.00% | 52,926 | $1,890,253 | $1,857,703 | -$32,550 | -1.72% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 50,677 | $1,809,930 | $1,778,763 | -$31,167 | -1.72% | |
| Fifth Third Bancorp | 0.00% | 45,290 | $1,617,520 | $1,589,679 | -$27,841 | -1.72% | |
| Capital Investment Advisory Services, Llc | 0.10% | 45,875 | $1,602,430 | $1,610,213 | +$7,783 | +0.49% | |
| Advisory Services Network, Llc | 0.02% | 42,047 | $1,501,717 | $1,475,850 | -$25,867 | -1.72% | |
| Kestra Advisory Services, Llc | 0.00% | 37,640 | $1,344,319 | $1,321,164 | -$23,155 | -1.72% | |
| Farther Finance Advisors, Llc | 0.01% | 37,116 | $1,296,469 | $1,302,772 | +$6,303 | +0.49% | |
| Magnolia Capital Advisors Llc | 0.21% | 34,108 | $1,218,156 | $1,197,191 | -$20,965 | -1.72% | |
| Tme Financial, Inc. | 0.54% | 25,391 | $886,912 | $891,224 | +$4,312 | +0.49% | |
| Encompass More Asset Management | 0.13% | 25,370 | $886,174 | $890,487 | +$4,313 | +0.49% | |
| Mml Investors Services, Llc | 0.00% | 21,520 | $768,581 | $755,352 | -$13,229 | -1.72% | |
| Kennedy Investment Group, Inc. | 0.25% | 21,861 | $763,604 | $767,321 | +$3,717 | +0.49% | |
| Integrated Wealth Concepts Llc | 0.00% | 21,019 | $750,693 | $737,767 | -$12,926 | -1.72% | |
| Ameriprise Financial Inc | 0.00% | 20,032 | $715,441 | $703,123 | -$12,318 | -1.72% | |
| Quantum Private Wealth, Llc | 0.16% | 18,366 | $641,524 | $644,647 | +$3,123 | +0.49% | |
| Panoramic Investment Advisors, Llc | 0.27% | 15,956 | $569,869 | $560,056 | -$9,813 | -1.72% | |
| Pmg Wealth Management, Inc. | 0.32% | 14,700 | $522,570 | $515,970 | -$6,600 | -1.26% | |
| Gotham Asset Management, Llc | 0.00% | 14,603 | $521,546 | $512,565 | -$8,981 | -1.72% |
Frequently asked questions about SYFI
Who are the largest institutional holders of SYFI?
The largest institutional holders of SYFI reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Bank Of America Corp, Morgan Stanley, Ubs Group Ag, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SYFI position.
What is SYFI institutional ownership?
This page tracks SYFI positions reported by institutional investment managers through SEC Form 13F. AB SHRT DURATION HGH YLD ETF (SYFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SYFI?
InsiderSet currently tracks 82 institutional managers reporting SYFI 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 SYFI shareholders.
How much SYFI stock do institutions own?
Institutional investment managers disclosed approximately $733.03M in SYFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SYFI institutional ownership last updated?
The latest SYFI 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 SYFI 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 SYFI position after the reporting date.
Are institutions buying or selling SYFI?
Institutional buying and selling can be analyzed by comparing SYFI positions across consecutive 13F reporting periods. InsiderSet's SYFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SYFI ownership changes.
How has SYFI institutional ownership changed over time?
InsiderSet tracks SYFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.