AB ULTRA SHORT INCOME ETF (YEAR) Institutional Shareholders
AB ULTRA SHORT INCOME ETF (YEAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.24B in YEAR holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of YEAR tracked by InsiderSet, reporting ownership valued at approximately $704.85M in its March 31, 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 $700.66M, representing an estimated loss of -0.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed YEAR value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in AB ULTRA SHORT INCOME ETF (YEAR).
This page ranks the largest institutional YEAR 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
84
Total Reported Value
$1.24B
Largest Holder
Alliancebernstein L.P.
Largest Position
$704.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.23% | 13,962,885 | $704,846,435 | $700,657,569 | -$4,188,866 | -0.59% | |
| Lpl Financial Llc | 0.04% | 3,248,072 | $163,946,406 | $162,988,253 | -$958,153 | -0.58% | |
| Raymond James Financial Inc | 0.02% | 1,007,316 | $50,844,296 | $50,547,117 | -$297,179 | -0.58% | |
| Bos Asset Management, Llc | 11.02% | 943,059 | $47,473,587 | $47,322,701 | -$150,886 | -0.32% | |
| Wells Fargo & Company/Mn | 0.01% | 742,813 | $37,493,463 | $37,274,356 | -$219,107 | -0.58% | |
| Iht Wealth Management, Llc | 0.80% | 679,751 | $34,310,429 | $34,109,905 | -$200,524 | -0.58% | |
| Kensington Asset Management, Llc | 1.35% | 515,597 | $26,135,612 | $25,872,657 | -$262,955 | -1.01% | |
| Private Advisor Group, Llc | 0.07% | 310,368 | $15,665,869 | $15,574,266 | -$91,603 | -0.58% | |
| D.A. Davidson & Co. | 0.08% | 277,632 | $13,976,032 | $13,931,574 | -$44,458 | -0.32% | |
| Truist Financial Corp | 0.02% | 252,961 | $12,768,228 | $12,693,583 | -$74,645 | -0.58% | |
| Bank Of America Corp | 0.00% | 235,501 | $11,886,936 | $11,817,440 | -$69,496 | -0.58% | |
| Stifel Financial Corp | 0.01% | 179,927 | $9,082,005 | $9,028,737 | -$53,268 | -0.59% | |
| Osaic Holdings, Inc. | 0.01% | 176,854 | $8,929,720 | $8,874,534 | -$55,186 | -0.62% | |
| Commonwealth Equity Services, Llc | 0.01% | 169,971 | $8,579,308 | $8,529,145 | -$50,163 | -0.58% | |
| Kingsview Wealth Management, Llc | 0.12% | 167,620 | $8,460,622 | $8,411,172 | -$49,450 | -0.58% | |
| Envestnet Asset Management Inc | 0.00% | 165,302 | $8,343,600 | $8,294,854 | -$48,746 | -0.58% | |
| Ausdal Financial Partners, Inc. | 0.35% | 155,454 | $7,846,528 | $7,800,682 | -$45,846 | -0.58% | |
| Mariner, Llc | 0.01% | 154,169 | $7,781,718 | $7,736,200 | -$45,518 | -0.58% | |
| Highpoint Advisor Group Llc | 0.29% | 136,282 | $6,878,832 | $6,838,631 | -$40,201 | -0.58% | |
| Pmg Wealth Management, Inc. | 3.40% | 93,710 | $4,714,925 | $4,702,368 | -$12,557 | -0.27% | |
| Legacy Wealth Advisors, Llc | 1.99% | 77,283 | $3,900,860 | $3,878,061 | -$22,799 | -0.58% | |
| Cooper Financial Group | 0.30% | 72,257 | $3,637,428 | $3,625,856 | -$11,572 | -0.32% | |
| Kestra Advisory Services, Llc | 0.01% | 57,658 | $2,910,297 | $2,893,278 | -$17,019 | -0.58% | |
| Atlas Private Wealth Advisors | 0.60% | 50,694 | $2,558,799 | $2,543,825 | -$14,974 | -0.59% | |
| Sanctuary Advisors, Llc | 0.01% | 47,691 | $2,407,181 | $2,393,134 | -$14,047 | -0.58% | |
| Flagship Harbor Advisors, Llc | 0.08% | 43,643 | $2,196,978 | $2,190,006 | -$6,972 | -0.32% | |
| Cetera Investment Advisers | 0.00% | 38,498 | $1,943,203 | $1,931,830 | -$11,373 | -0.59% | |
| Welch Financial Planning, Llc | 0.96% | 32,683 | $1,645,262 | $1,640,033 | -$5,229 | -0.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 28,639 | $1,438,559 | $1,437,105 | -$1,454 | -0.10% | |
| Horizon Wealth Management, Llc | 0.21% | 28,258 | $1,426,346 | $1,417,986 | -$8,360 | -0.59% | |
| Concurrent Investment Advisors, Llc | 0.01% | 27,056 | $1,365,655 | $1,357,670 | -$7,985 | -0.58% | |
| Equitable Holdings, Inc. | 0.01% | 26,164 | $1,320,759 | $1,312,910 | -$7,849 | -0.59% | |
| Wagner Wealth Management, Llc | 0.23% | 24,394 | $1,227,994 | $1,224,091 | -$3,903 | -0.32% | |
| Wealthcare Advisory Partners Llc | 0.02% | 24,071 | $1,211,728 | $1,207,883 | -$3,845 | -0.32% | |
| Cdkv Holdings Llc | 0.89% | 20,103 | $1,014,706 | $1,008,769 | -$5,937 | -0.59% | |
| Mgo One Seven Llc | 0.02% | 19,700 | $994,358 | $988,546 | -$5,812 | -0.58% | |
| Mai Capital Management | 0.01% | 19,650 | $991,834 | $986,037 | -$5,797 | -0.58% | |
| Tme Financial, Inc. | 0.59% | 18,889 | $950,878 | $947,850 | -$3,028 | -0.32% | |
| Trilogy Capital Inc. | 0.04% | 18,307 | $921,580 | $918,645 | -$2,935 | -0.32% | |
| &Partners | 0.00% | 17,553 | $885,975 | $880,810 | -$5,165 | -0.58% | |
| Tortuga Wealth Management, Inc | 0.72% | 15,193 | $766,883 | $762,385 | -$4,498 | -0.59% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,178 | $766,110 | $761,632 | -$4,478 | -0.58% | |
| Davis Wealth Advisors, Llc | 0.63% | 14,976 | $755,914 | $751,496 | -$4,418 | -0.58% | |
| Arkadios Wealth Advisors | 0.01% | 14,642 | $739,055 | $734,736 | -$4,319 | -0.58% | |
| Quantum Private Wealth, Llc | 0.22% | 14,251 | $719,336 | $715,115 | -$4,221 | -0.59% | |
| Private Trust Co Na | 0.06% | 14,200 | $716,745 | $712,556 | -$4,189 | -0.58% | |
| Wpg Advisers, Llc | 0.52% | 13,902 | $701,703 | $697,602 | -$4,101 | -0.58% | |
| Encompass Wealth Advisors, Llc | 0.21% | 13,747 | $692,039 | $689,824 | -$2,215 | -0.32% | |
| Independent Advisor Alliance | 0.01% | 11,720 | $591,570 | $588,110 | -$3,460 | -0.58% | |
| Great Valley Advisor Group, Inc. | 0.01% | 11,062 | $558,356 | $555,091 | -$3,265 | -0.58% |
Frequently asked questions about YEAR
Who owns the most YEAR stock?
The largest holders of YEAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AB ULTRA SHORT INCOME ETF (YEAR).
Is YEAR widely held by superinvestors?
Many widely followed stocks like YEAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly YEAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.