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

Name: AB (YEAR) Institutional Holders (2026-06-30)
Creator: ko.io

99 institutions reported holding $1.25B of AB (YEAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($657.2M), LPL Financial LLC ($153.3M), BOS Asset Management, LLC ($47.5M), RAYMOND JAMES FINANCIAL INC ($46.6M), WELLS FARGO & COMPANY/MN ($45.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ALLIANCEBERNSTEIN L.P.	$657.2M	13.0M	Trimmed
2	LPL Financial LLC	$153.3M	3.0M	Trimmed
3	BOS Asset Management, LLC	$47.5M	943,059	Trimmed
4	RAYMOND JAMES FINANCIAL INC	$46.6M	925,699	Trimmed
5	WELLS FARGO & COMPANY/MN	$45.6M	906,812	Added
6	Kensington Asset Management, LLC	$43.8M	869,794	Added
7	IHT Wealth Management, LLC	$37.8M	751,307	Added
8	BANK OF AMERICA CORP /DE/	$18.9M	374,925	Added
9	D.A. DAVIDSON & CO.	$14.0M	277,632	Trimmed
10	Global Retirement Partners, LLC	$13.7M	271,547	Added
11	TRUIST FINANCIAL CORP	$12.9M	256,100	Added
12	Private Advisor Group, LLC	$10.2M	203,416	Trimmed
13	STIFEL FINANCIAL CORP	$10.0M	198,666	Added
14	Kingsview Wealth Management, LLC	$9.0M	178,264	Added
15	Ausdal Financial Partners, Inc.	$8.4M	167,519	Added
16	OSAIC HOLDINGS, INC.	$7.8M	155,835	Trimmed
17	ENVESTNET ASSET MANAGEMENT INC	$7.8M	155,773	Trimmed
18	Cambridge Investment Research Advisors, Inc.	$7.3M	144,474	Added
19	HighPoint Advisor Group LLC	$6.7M	133,419	Trimmed
20	COMMONWEALTH EQUITY SERVICES, LLC	$6.3M	125,809	Trimmed
21	Creative Planning	$5.4M	107,777	New
22	PMG Wealth Management, Inc.	$4.9M	98,583	Added
23	&PARTNERS	$4.1M	81,864	Added
24	WEDBUSH SECURITIES INC	$4.1M	81,728	Trimmed
25	GOLDMAN SACHS GROUP INC	$3.8M	74,680	New

来源：SEC 13F 申报文件 · 截至 2026-06-30