13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
LOWV

AB US Low Vol

23 institutions still hold AB US Low Vol as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00039j301·23 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.5%
vs prior quarter
13F value held
$193M
69.0% inst. owned
of float
Holders
23
+121 QoQ
filers reporting
Activity
+46 / −52
+981 added · −761 reduced
this quarter
Concentration
65.70%
ALLIANCEBERNSTEIN L.P. #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported LOWV in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 65.7% of the visible book. +121 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$127M1.6M0.04%Q1 202602
LPL Financial LLC
CIK 0001403438
$23M311K0.01%Q1 202603
Wagner Wealth Management, LLC
CIK 0001728657
$12M162K2.41%Q1 202604
Arkadios Wealth Advisors
CIK 0001800798
$12M157K0.19%Q1 202605
Intrepid Financial Planning Group LLC
CIK 0001641296
$9M119K3.54%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M44K0.00%Q1 202607
GFG Capital, LLC
CIK 0001638520
$3M38K0.90%Q1 202608
Rubicon Advisors, GP
CIK 0002114679
$2M26K1.67%Q1 202609
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$2M22K0.03%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$422,5955K0.00%Q4 202511
Western Wealth Management, LLC
CIK 0001767902
$223,1183K0.01%Q1 202612
MAI Capital Management
CIK 0001040197
$163,6452K0.00%Q1 202613
AE Wealth Management LLC
CIK 0001697723
$139,2742K0.00%Q1 202614
Geneos Wealth Management Inc.
CIK 0001764754
$132,9842K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$95,2291K0.00%Q1 202616
Global Retirement Partners, LLC
CIK 0001749744
$22,2542840.00%Q4 202517
PRIVATE TRUST CO NA
CIK 0001277557
$14,0371900.00%Q1 202618
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$9,8731260.00%Q4 202519
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8,3481130.00%Q1 202620
UBS Group AG
CIK 0001610520
$7,314990.00%Q1 2026
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