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 $1.22B 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 $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 $651.95M, representing an estimated loss of -0.80% 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, Bos Asset Management, Llc, 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
89
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
97
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 | $651,949,203 | -$5,273,406 | -0.80% | |
| Lpl Financial Llc | 0.03% | 3,046,221 | $153,346,763 | $152,524,285 | -$822,478 | -0.54% | |
| Bos Asset Management, Llc | 11.02% | 943,059 | $47,473,587 | $47,218,964 | -$254,623 | -0.54% | |
| Raymond James Financial Inc | 0.01% | 925,699 | $46,599,669 | $46,349,749 | -$249,920 | -0.54% | |
| Wells Fargo & Company/Mn | 0.01% | 906,812 | $45,648,884 | $45,404,077 | -$244,807 | -0.54% | |
| Kensington Asset Management, Llc | 2.39% | 869,794 | $43,785,429 | $43,550,586 | -$234,843 | -0.54% | |
| Iht Wealth Management, Llc | 0.80% | 751,307 | $37,820,791 | $37,617,941 | -$202,850 | -0.54% | |
| Bank Of America Corp | 0.00% | 374,925 | $18,873,728 | $18,772,495 | -$101,233 | -0.54% | |
| D.A. Davidson & Co. | 0.08% | 277,632 | $13,976,032 | $13,901,034 | -$74,998 | -0.54% | |
| Truist Financial Corp | 0.02% | 256,100 | $12,892,080 | $12,822,927 | -$69,153 | -0.54% | |
| Private Advisor Group, Llc | 0.05% | 203,416 | $10,239,938 | $10,185,039 | -$54,899 | -0.54% | |
| Stifel Financial Corp | 0.01% | 198,666 | $10,000,683 | $9,947,207 | -$53,476 | -0.53% | |
| Kingsview Wealth Management, Llc | 0.11% | 178,264 | $8,973,788 | $8,925,678 | -$48,110 | -0.54% | |
| Ausdal Financial Partners, Inc. | 0.33% | 167,519 | $8,432,882 | $8,387,676 | -$45,206 | -0.54% | |
| Osaic Holdings, Inc. | 0.01% | 155,835 | $7,847,469 | $7,802,658 | -$44,811 | -0.57% | |
| Envestnet Asset Management Inc | 0.00% | 155,773 | $7,841,636 | $7,799,554 | -$42,082 | -0.54% | |
| Highpoint Advisor Group Llc | 0.24% | 133,419 | $6,716,331 | $6,680,289 | -$36,042 | -0.54% | |
| Commonwealth Equity Services, Llc | 0.01% | 125,809 | $6,333,240 | $6,299,257 | -$33,983 | -0.54% | |
| Pmg Wealth Management, Inc. | 3.06% | 98,583 | $4,947,092 | $4,936,051 | -$11,041 | -0.22% | |
| &Partners | 0.02% | 81,864 | $4,121,017 | $4,098,930 | -$22,087 | -0.54% | |
| Wedbush Securities Inc | 0.11% | 81,728 | $4,114,000 | $4,092,121 | -$21,879 | -0.53% | |
| Goldman Sachs Group Inc | 0.00% | 74,680 | $3,759,391 | $3,739,228 | -$20,163 | -0.54% | |
| Cooper Financial Group | 0.30% | 72,257 | $3,637,428 | $3,617,908 | -$19,520 | -0.54% | |
| Mariner, Llc | 0.00% | 70,889 | $3,568,562 | $3,549,412 | -$19,150 | -0.54% | |
| Cetera Investment Advisers | 0.00% | 66,876 | $3,366,556 | $3,348,481 | -$18,075 | -0.54% | |
| Kestra Advisory Services, Llc | 0.01% | 57,731 | $2,906,184 | $2,890,591 | -$15,593 | -0.54% | |
| Concurrent Investment Advisors, Llc | 0.02% | 54,582 | $2,747,634 | $2,732,921 | -$14,713 | -0.54% | |
| Atlas Private Wealth Advisors | 0.60% | 50,694 | $2,558,799 | $2,538,249 | -$20,550 | -0.80% | |
| Sanctuary Advisors, Llc | 0.01% | 50,405 | $2,537,373 | $2,523,778 | -$13,595 | -0.54% | |
| Flagship Harbor Advisors, Llc | 0.08% | 43,643 | $2,196,978 | $2,185,205 | -$11,773 | -0.54% | |
| Citadel Advisors Llc | 0.00% | 42,633 | $2,146,145 | $2,134,634 | -$11,511 | -0.54% | |
| Welch Financial Planning, Llc | 0.96% | 32,683 | $1,645,262 | $1,636,438 | -$8,824 | -0.54% | |
| Horizon Wealth Management, Llc | 0.20% | 31,250 | $1,573,148 | $1,564,688 | -$8,461 | -0.54% | |
| Equitable Holdings, Inc. | 0.01% | 29,910 | $1,505,673 | $1,497,594 | -$8,079 | -0.54% | |
| Warner Group Llc | 0.37% | 29,534 | $1,486,742 | $1,478,767 | -$7,975 | -0.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 28,639 | $1,438,559 | $1,433,955 | -$4,604 | -0.32% | |
| Newedge Advisors, Llc | 0.00% | 25,391 | $1,278,166 | $1,271,327 | -$6,839 | -0.54% | |
| Wagner Wealth Management, Llc | 0.23% | 24,394 | $1,227,994 | $1,221,408 | -$6,586 | -0.54% | |
| Tortuga Wealth Management, Inc | 0.92% | 24,193 | $1,217,891 | $1,211,344 | -$6,547 | -0.54% | |
| Wealthcare Advisory Partners Llc | 0.02% | 24,071 | $1,211,728 | $1,205,235 | -$6,493 | -0.54% | |
| Mgo One Seven Llc | 0.02% | 23,050 | $1,160,337 | $1,154,114 | -$6,224 | -0.54% | |
| Usadvisors Wealth Management, Llc | 0.30% | 20,995 | $1,056,000 | $1,051,220 | -$4,780 | -0.45% | |
| Cdkv Holdings Llc | 0.79% | 20,057 | $1,009,660 | $1,004,254 | -$5,406 | -0.54% | |
| Legacy Wealth Advisors, Llc | 0.43% | 19,687 | $991,044 | $985,728 | -$5,316 | -0.54% | |
| Tme Financial, Inc. | 0.59% | 18,889 | $950,878 | $945,772 | -$5,106 | -0.54% | |
| Trilogy Capital Inc. | 0.04% | 18,307 | $921,580 | $916,631 | -$4,949 | -0.54% | |
| Mai Capital Management | 0.00% | 17,946 | $903,402 | $898,556 | -$4,846 | -0.54% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,372 | $824,146 | $819,746 | -$4,400 | -0.53% | |
| Quantum Private Wealth, Llc | 0.21% | 16,257 | $818,389 | $813,988 | -$4,401 | -0.54% | |
| Private Trust Co Na | 0.07% | 16,200 | $815,508 | $811,134 | -$4,374 | -0.54% |
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.