Who owns TAFI?
AB Tax-Aware Short Duration Municipal ETF · AB
97 institutions reported holding TAFI, worth $1.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TAFI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Alliancebernstein L.P. | Nashville, TN | $645.5M | 25,635,884 | +2,968,689 shares |
| LPL Financial LLC | Fort Mill, SC | $97.3M | 3,858,906 | +47,084 shares |
| Morgan Stanley | New York, NY | $78.9M | 3,126,607 | +405,277 shares |
| Bank of America Corp. | Charlotte, NC | $35.1M | 1,393,076 | +310,920 shares |
| JPMorgan Chase & Co | New York, NY | $31.3M | 1,241,641 | +923,645 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $21.4M | 847,767 | +246,015 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $16.3M | 646,462 | +38,901 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $16.2M | 641,682 | +93,027 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.2M | 601,752 | +101,892 shares |
| UBS Group AG | Zurich, Switzerland | $12.4M | 492,980 | +94,425 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TAFI?
97 institutional managers reported holding TAFI in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by Alliancebernstein L.P., at $645.5M.
Did institutions buy or sell TAFI last quarter?
Reported 13F value rose 16.0% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TAFI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.