DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
YEAR

AB Ultra Short Income ETF

93 institutions still hold AB Ultra Short Income ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00039j103·93 13F holders·last filed Mar 31, 2026
Market cap
7.1%
vs prior quarter
13F value held
$1.2B
71.0% inst. owned
of float
Holders
93
+91 QoQ
filers reporting
Activity
+25 / −110
+852 added · −851 reduced
this quarter
Concentration
58.69%
ALLIANCEBERNSTEIN L.P. #1
top holder share
AI Holders Summary · Q1 2026

93 institutions reported YEAR in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 58.7% of the visible book. +91 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
$705M14.0M0.23%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$164M3.2M0.04%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$51M1.0M0.02%Q1 2026
04
BOS Asset Management, LLC
CIK 0001965814
$48M954K12.29%Q1 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$37M743K0.01%Q1 2026
06
Kensington Asset Management, LLC
CIK 0001979884
$36M720K1.98%Q1 2026
07
IHT Wealth Management, LLC
CIK 0001697490
$34M680K0.80%Q1 2026
08
Private Advisor Group, LLC
CIK 0001567755
$16M310K0.07%Q1 2026
09
D.A. DAVIDSON & CO.
CIK 0001080107
$14M279K0.09%Q1 2026
10
TRUIST FINANCIAL CORP
CIK 0000092230
$13M253K0.02%Q1 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M236K0.00%Q1 2026
12
STIFEL FINANCIAL CORP
CIK 0000720672
$9M180K0.01%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M177K0.01%Q1 2026
14
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M170K0.01%Q1 2026
15
Kingsview Wealth Management, LLC
CIK 0001791965
$8M168K0.12%Q1 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M165K0.00%Q1 2026
17
Ausdal Financial Partners, Inc.
CIK 0001667146
$8M155K0.35%Q1 2026
18
Mariner, LLC
CIK 0001373442
$8M154K0.01%Q1 2026
19
HighPoint Advisor Group LLC
CIK 0001616034
$7M136K0.29%Q1 2026
20
PMG Wealth Management, Inc.
CIK 0002052904
$5M94K3.40%Q1 2026
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