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

95 institutions reported holding $765.8M of AB (SYFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($168.8M), BANK OF AMERICA CORP /DE/ ($63.3M), MORGAN STANLEY ($59.5M), UBS Group AG ($58.7M), LPL Financial LLC ($47.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ALLIANCEBERNSTEIN L.P.$168.8M4.8MAdded
2BANK OF AMERICA CORP /DE/$63.3M1.8MAdded
3MORGAN STANLEY$59.5M1.7MAdded
4UBS Group AG$58.7M1.6MAdded
5LPL Financial LLC$47.9M1.3MAdded
6Wagner Wealth Management, LLC$44.4M1.2MAdded
7Royal Bank of Canada$42.3M1.2MTrimmed
8RAYMOND JAMES FINANCIAL INC$39.2M1.1MAdded
9NewEdge Advisors, LLC$34.2M957,335Added
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.9M810,059Added
11OSAIC HOLDINGS, INC.$17.6M491,963Trimmed
12Huntleigh Advisors, Inc.$13.3M372,347Trimmed
13Solano Wealth Investment Advisors LLC$12.9M361,666Trimmed
14FOCUSED ALPHA, LLC$10.4M290,618Added
15GREAT VALLEY ADVISOR GROUP, INC.$9.3M259,476Trimmed
16Next Level Private LLC$9.1M254,563Added
17Cerity Partners LLC$8.6M239,517Trimmed
18COMMONWEALTH EQUITY SERVICES, LLC$8.2M229,630Added
19STIFEL FINANCIAL CORP$5.9M166,286Added
20TRUIST FINANCIAL CORP$5.7M159,483Added
21MGO ONE SEVEN LLC$4.9M137,527Trimmed
22RMR Capital Management, LLC$4.4M123,615Added
23ENVESTNET ASSET MANAGEMENT INC$4.3M121,524Added
24SageGuard Financial Group, LLC$4.3M121,014New
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M107,577Trimmed

Source: SEC Form 13F filings · as of 2026-06-30