Who owns TAFM?
AB Tax-Aware Intermediate Municipal ETF · AB
51 institutions reported holding TAFM, worth $628.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TAFM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Alliancebernstein L.P. | Nashville, TN | $326.1M | 12,890,848 | +1,855,353 shares |
| NorthRock Partners, LLC | Minneapolis, MN | $99.5M | 3,874,626 | +2,632,091 shares |
| LPL Financial LLC | Fort Mill, SC | $29.4M | 1,144,833 | +301,504 shares |
| LVW Advisors, LLC | Pittsford, NY | $27.0M | 1,050,870 | +73,711 shares |
| FSM Wealth Advisors, LLC | Cleveland, OH | $22.1M | 860,394 | +328,736 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $18.6M | 723,052 | +25,975 shares |
| HighTower Advisors, LLC | Chicago, IL | $14.5M | 565,447 | −35,568 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.3M | 363,190 | +67,735 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.6M | 333,965 | +52,703 shares |
| Truist Financial Corp. | Charlotte, NC | $8.4M | 325,431 | +26,438 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 TAFM?
51 institutional managers reported holding TAFM in Form 13F filings for June 30, 2026, worth $628.2M in total. The largest reported position was held by Alliancebernstein L.P., at $326.1M.
Did institutions buy or sell TAFM last quarter?
Reported 13F value rose 31.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 4 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 TAFM 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.