YEAR Institutional Ownership & Shareholders
AB ULTRA SHORT INCOME ETF (YEAR) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.22B 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 YEAR tracked by InsiderSet, reporting ownership valued at approximately $657.22M 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 $652.08M, representing an estimated loss of -0.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
90
Total Reported Value
$1.22B
Largest Holder
Alliancebernstein L.P.
Largest Position
$657.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.22% | 13,020,755 | $657,222,609 | $652,079,410 | -$5,143,199 | -0.78% | |
| Lpl Financial Llc | 0.03% | 3,046,221 | $153,346,763 | $152,554,748 | -$792,015 | -0.52% | |
| Raymond James Financial Inc | 0.01% | 925,699 | $46,599,669 | $46,359,006 | -$240,663 | -0.52% | |
| Bos Asset Management, Llc | 10.67% | 912,006 | $45,673,265 | $45,673,260 | -$5 | -0.00% | |
| Wells Fargo & Company/Mn | 0.01% | 906,812 | $45,648,884 | $45,413,145 | -$235,739 | -0.52% | |
| Kensington Asset Management, Llc | 2.39% | 869,794 | $43,785,429 | $43,559,284 | -$226,145 | -0.52% | |
| Iht Wealth Management, Llc | 0.80% | 751,307 | $37,820,791 | $37,625,455 | -$195,336 | -0.52% | |
| Bank Of America Corp | 0.00% | 374,925 | $18,873,728 | $18,776,244 | -$97,484 | -0.52% | |
| D.A. Davidson & Co. | 0.08% | 287,007 | $14,373,330 | $14,373,311 | -$19 | -0.00% | |
| Truist Financial Corp | 0.02% | 255,132 | $12,777,031 | $12,777,011 | -$20 | -0.00% | |
| Private Advisor Group, Llc | 0.05% | 203,416 | $10,239,938 | $10,187,073 | -$52,865 | -0.52% | |
| Stifel Financial Corp | 0.01% | 198,666 | $10,000,683 | $9,949,193 | -$51,490 | -0.51% | |
| Kingsview Wealth Management, Llc | 0.11% | 178,264 | $8,973,788 | $8,927,461 | -$46,327 | -0.52% | |
| Ausdal Financial Partners, Inc. | 0.33% | 167,519 | $8,432,882 | $8,389,352 | -$43,530 | -0.52% | |
| Osaic Holdings, Inc. | 0.01% | 155,835 | $7,847,469 | $7,804,217 | -$43,252 | -0.55% | |
| Envestnet Asset Management Inc | 0.00% | 155,773 | $7,841,636 | $7,801,112 | -$40,524 | -0.52% | |
| Highpoint Advisor Group Llc | 0.24% | 133,419 | $6,716,331 | $6,681,624 | -$34,707 | -0.52% | |
| Commonwealth Equity Services, Llc | 0.01% | 108,476 | $5,432,490 | $5,432,478 | -$12 | -0.00% | |
| Pmg Wealth Management, Inc. | 3.06% | 98,583 | $4,947,092 | $4,937,037 | -$10,055 | -0.20% | |
| Creative Planning | 0.00% | 93,419 | $4,678,424 | $4,678,424 | -$0 | -0.00% | |
| &Partners | 0.02% | 81,864 | $4,121,017 | $4,099,749 | -$21,268 | -0.52% | |
| Goldman Sachs Group Inc | 0.00% | 74,680 | $3,759,391 | $3,739,974 | -$19,417 | -0.52% | |
| Mariner, Llc | 0.00% | 70,889 | $3,568,562 | $3,550,121 | -$18,441 | -0.52% | |
| Cetera Investment Advisers | 0.00% | 66,876 | $3,366,556 | $3,349,150 | -$17,406 | -0.52% | |
| Cooper Financial Group | 0.25% | 61,597 | $3,084,791 | $3,084,778 | -$13 | -0.00% | |
| Kestra Advisory Services, Llc | 0.01% | 60,814 | $3,045,554 | $3,045,565 | +$11 | +0.00% | |
| Wagner Wealth Management, Llc | 0.53% | 60,627 | $3,036,211 | $3,036,200 | -$11 | -0.00% | |
| Concurrent Investment Advisors, Llc | 0.02% | 56,866 | $2,847,861 | $2,847,849 | -$12 | -0.00% | |
| Sanctuary Advisors, Llc | 0.01% | 50,405 | $2,537,373 | $2,524,282 | -$13,091 | -0.52% | |
| Flagship Harbor Advisors, Llc | 0.09% | 47,334 | $2,370,490 | $2,370,487 | -$3 | -0.00% | |
| Citadel Advisors Llc | 0.00% | 42,633 | $2,146,145 | $2,135,061 | -$11,084 | -0.52% | |
| Atlas Private Wealth Advisors | 0.41% | 38,185 | $1,912,281 | $1,912,305 | +$24 | +0.00% | |
| Horizon Wealth Management, Llc | 0.21% | 32,934 | $1,649,312 | $1,649,335 | +$23 | +0.00% | |
| Welch Financial Planning, Llc | 0.96% | 32,683 | $1,645,262 | $1,636,765 | -$8,497 | -0.52% | |
| Equitable Holdings, Inc. | 0.01% | 29,910 | $1,505,673 | $1,497,893 | -$7,780 | -0.52% | |
| Warner Group Llc | 0.37% | 29,534 | $1,486,742 | $1,479,063 | -$7,679 | -0.52% | |
| Newedge Advisors, Llc | 0.00% | 25,391 | $1,278,166 | $1,271,581 | -$6,585 | -0.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,484 | $1,275,228 | $1,276,239 | +$1,011 | +0.08% | |
| Tortuga Wealth Management, Inc | 0.82% | 23,193 | $1,161,520 | $1,161,505 | -$15 | -0.00% | |
| Wealthcare Advisory Partners Llc | 0.02% | 20,946 | $1,048,956 | $1,048,976 | +$20 | +0.00% | |
| Cdkv Holdings Llc | 0.77% | 20,361 | $1,019,673 | $1,019,679 | +$6 | +0.00% | |
| Legacy Wealth Advisors, Llc | 0.43% | 19,687 | $991,044 | $985,925 | -$5,119 | -0.52% | |
| Tme Financial, Inc. | 0.60% | 19,462 | $974,649 | $974,657 | +$8 | +0.00% | |
| Trilogy Capital Inc. | 0.04% | 18,324 | $917,690 | $917,666 | -$24 | -0.00% | |
| Lido Advisors, Llc | 0.00% | 18,235 | $913,242 | $913,209 | -$33 | -0.00% | |
| Mai Capital Management | 0.00% | 17,946 | $903,402 | $898,736 | -$4,666 | -0.52% | |
| Next Level Private Llc | 0.17% | 17,998 | $901,333 | $901,340 | +$7 | +0.00% | |
| Mgo One Seven Llc | 0.01% | 17,950 | $898,936 | $898,936 | $0 | 0.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,372 | $824,146 | $819,910 | -$4,236 | -0.51% | |
| Private Trust Co Na | 0.06% | 16,200 | $811,296 | $811,296 | $0 | 0.00% |
Frequently asked questions about YEAR
Who are the largest institutional holders of YEAR?
The largest institutional holders of YEAR reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Lpl Financial Llc, Raymond James Financial Inc, Bos Asset Management, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported YEAR position.
What is YEAR institutional ownership?
This page tracks YEAR positions reported by institutional investment managers through SEC Form 13F. AB ULTRA SHORT INCOME ETF (YEAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YEAR?
InsiderSet currently tracks 90 institutional managers reporting YEAR 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 YEAR shareholders.
How much YEAR stock do institutions own?
Institutional investment managers disclosed approximately $1.22B in YEAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YEAR institutional ownership last updated?
The latest YEAR 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 YEAR 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 YEAR position after the reporting date.
Are institutions buying or selling YEAR?
Institutional buying and selling can be analyzed by comparing YEAR positions across consecutive 13F reporting periods. InsiderSet's YEAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YEAR ownership changes.
How has YEAR institutional ownership changed over time?
InsiderSet tracks YEAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.