Who Owns AB (FWD)? -- Institutional Holders (2026-06-30)

126 institutions reported holding $2.32B of AB (FWD) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($1.33B), LPL Financial LLC ($224.0M), BANK OF AMERICA CORP /DE/ ($88.4M), Betterment LLC ($85.9M), Integrated Wealth Concepts LLC ($70.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ALLIANCEBERNSTEIN L.P.$1.33B12.3MAdded
2LPL Financial LLC$224.0M1.5MAdded
3BANK OF AMERICA CORP /DE/$88.4M597,024Trimmed
4Betterment LLC$85.9M580,084Added
5Integrated Wealth Concepts LLC$70.2M473,735Added
6Bleakley Financial Group, LLC$37.9M255,585Added
7AMERIPRISE FINANCIAL INC$34.7M233,743New
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$26.8M180,785Added
9UBS Group AG$24.2M163,561Added
10ENVESTNET ASSET MANAGEMENT INC$23.3M157,322Added
11RAYMOND JAMES FINANCIAL INC$23.2M156,601Added
12GLENMEDE TRUST CO NA$23.0M155,481Added
13Tulsa Wealth Advisors, INC$21.4M144,424New
14Cambridge Investment Research Advisors, Inc.$19.6M132,664Added
15Embree Financial Group$19.4M130,678Added
16JANE STREET GROUP, LLC$19.1M128,750Trimmed
17Private Advisor Group, LLC$18.3M123,354Added
18Intrepid Financial Planning Group LLC$16.3M109,732Added
19KPP Advisory Services LLC$12.2M82,091Added
20OSAIC HOLDINGS, INC.$12.1M82,014Added
21Quantum Private Wealth, LLC$10.9M73,382Trimmed
22TRUIST FINANCIAL CORP$10.8M73,185Added
23PMG Wealth Management, Inc.$9.5M64,371Added
24Concurrent Investment Advisors, LLC$9.5M64,294New
25Eldridge Investment Advisors, Inc.$9.4M63,621New

来源：SEC 13F 申报文件 · 截至 2026-06-30