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AB Tax-Aware Intermediate Municipal ETF (TAFM) Institutional Ownership

$25.14 -0.01 (-0.04%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AB Tax-Aware Intermediate Municipal ETF (NYSEARCA:TAFM)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$130.91M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$16.13M
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TAFM Institutional Buying and Selling by Quarter

AB Tax-Aware Intermediate Municipal ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Leverty Financial Group LLC75,118$1.93M0.4%+33.7%0.282%
6/3/2026NewEdge Advisors LLC33,179$839K0.0%-40.0%0.160%
5/1/2026Fifth Third Bancorp3,530$89K0.0%N/A0.017%
4/30/2026Kestra Advisory Services LLC46,873$1.19M0.0%+21.9%0.225%
4/27/2026Private Advisor Group LLC73,148$1.85M0.0%+19.3%0.353%
4/24/2026Barnes Pettey Financial Advisors LLC37,369$945K0.4%+18.4%0.182%
4/18/2026PMG Wealth Management Inc.18,550$468K0.3%N/A0.091%
2/18/2026Beacon Pointe Advisors LLC149,224$3.79M0.0%+122.2%0.807%
2/18/2026NewEdge Advisors LLC55,309$1.41M0.0%-27.0%0.299%
2/18/2026OLD Mission Capital LLC15,408$392K0.0%N/A0.083%
2/17/2026Osaic Holdings Inc.62,029$1.58M0.0%+38.7%0.335%
2/13/2026Kestra Advisory Services LLC38,444$977K0.0%+162.3%0.208%
2/13/2026Ausdal Financial Partners Inc.143,475$3.65M0.2%+1.6%0.776%
2/12/2026Jane Street Group LLC169,871$4.32M0.0%+63.2%0.918%
2/12/2026Commonwealth Equity Services LLC61,217$1.56M0.0%+8.2%0.331%
2/12/2026Great Valley Advisor Group Inc.23,440$596K0.0%N/A0.127%
2/11/2026LPL Financial LLC768,299$19.53M0.0%+23.5%4.153%
2/11/2026JPMorgan Chase & Co.288,885$7.34M0.0%+2,008.3%1.562%
2/10/2026Goldman Sachs Group Inc.113,719$2.89M0.0%-60.1%0.615%
2/10/2026Dynasty Wealth Management LLC175,156$4.45M0.0%+1.3%0.947%
2/9/2026Huntington National Bank8,934$227K0.0%N/A0.048%
2/9/2026 Cary Street Partners Financial LLC15,799$402K0.0%N/A0.085%
2/6/2026Americana Partners LLC190,402$4.84M0.1%-4.4%1.029%
2/6/2026HighTower Advisors LLC555,602$14.12M0.0%+0.9%3.003%
2/2/2026Truist Financial Corp277,440$7.05M0.0%+21.9%1.500%
1/30/2026Barnes Pettey Financial Advisors LLC31,562$802K0.4%N/A0.172%
1/29/2026Comerica Bank3,521$90K0.0%N/A0.019%
1/29/2026Sanctuary Advisors LLC10,070$256K0.0%-45.2%0.056%
1/29/2026Concurrent Investment Advisors LLC80,187$2.04M0.0%+23.2%0.443%
1/23/2026 FSM Wealth Advisors LLC443,104$11.26M1.5%+23.9%2.462%
1/23/2026Capital Investment Counsel Inc35,464$901K0.1%+34.0%0.197%
1/16/2026Legacy Capital Wealth Partners LLC37,305$948K0.2%+200.2%0.207%
1/14/2026 LVW Advisors LLC1,005,869$25.57M2.6%+4.0%5.619%
1/9/2026 Leverty Financial Group LLC92,274$2.35M0.6%+975.2%0.515%
1/8/2026 Wealth Enhancement Advisory Services LLC7,855$200K0.0%N/A0.044%
1/7/2026Sagespring Wealth Partners LLC10,221$260K0.0%N/A0.058%
11/17/2025Ausdal Financial Partners Inc.141,161$3.59M0.2%+1,634.2%0.911%
11/17/2025Alliancebernstein L.P.7,568,438$192.39M0.1%+30.7%48.829%
11/14/2025Raymond James Financial Inc.151,500$3.85M0.0%+96.3%0.977%
11/14/2025NorthRock Partners LLC1,339,891$34.06M0.6%-5.1%8.644%
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11/13/2025Private Advisor Group LLC58,444$1.49M0.0%+25.5%0.377%
11/7/2025HighTower Advisors LLC550,593$14.00M0.0%+1.1%3.552%
11/5/2025Envestnet Asset Management Inc.225,540$5.73M0.0%+8.9%1.455%
11/3/2025Truist Financial Corp227,510$5.78M0.0%-6.5%1.468%
10/31/2025Capital Investment Counsel Inc26,464$673K0.1%+12.8%0.173%
10/30/2025Huntleigh Advisors Inc.9,200$234K0.0%N/A0.062%
10/29/2025Dynasty Wealth Management LLC172,845$4.39M0.1%N/A1.160%
10/29/2025Americana Partners LLC199,203$5.06M0.2%+30.4%1.337%
10/27/2025Concurrent Investment Advisors LLC65,101$1.66M0.0%+26.9%0.437%
10/22/2025 Advisory Resource Group122,114$3.10M0.6%+5.7%0.836%
10/20/2025 LVW Advisors LLC967,446$24.59M2.5%+10.0%6.626%
10/17/2025 FSM Wealth Advisors LLC357,492$9.09M1.3%+21.7%2.449%
10/8/2025 Leverty Financial Group LLC8,582$218K0.1%-97.4%0.060%
9/4/2025Osaic Holdings Inc.3,763$94K0.0%+574.4%0.030%
8/19/2025Advisory Services Network LLC35,242$871K0.0%+4.6%0.284%
8/14/2025Jane Street Group LLC192,622$4.80M0.0%+41.4%1.612%
8/14/2025Raymond James Financial Inc.77,192$1.92M0.0%N/A0.646%
8/14/2025Alliancebernstein L.P.5,790,470$144.32M0.0%+14.4%48.456%
8/13/2025Beacon Pointe Advisors LLC58,440$1.46M0.0%+153.6%0.489%
8/8/2025 Advisory Resource Group115,523$2.88M0.6%N/A0.967%
8/7/2025Americana Partners LLC152,710$3.81M0.1%+9.7%1.278%
8/6/2025Vestmark Advisory Solutions Inc.191,023$4.76M0.1%N/A1.599%
8/1/2025Envestnet Asset Management Inc.207,138$5.16M0.0%+530.8%1.733%
7/31/2025 FSM Wealth Advisors LLC293,811$7.28M1.2%+484.1%2.459%
7/25/2025NorthRock Partners LLC1,412,105$35.19M0.9%N/A11.817%
7/25/2025Landmark Wealth Management LLC19,925$497K0.2%N/A0.167%
7/25/2025Concurrent Investment Advisors LLC51,286$1.28M0.0%N/A0.429%
7/22/2025 Wealthcare Advisory Partners LLC22,094$551K0.0%N/A0.185%
7/18/2025Truist Financial Corp243,359$6.07M0.0%+1,272.5%2.054%
7/17/2025 Leverty Financial Group LLC324,172$8.08M2.4%+3.4%2.736%
7/17/2025 LVW Advisors LLC879,311$21.92M2.4%+8.3%7.420%
5/19/2025Jane Street Group LLC136,208$3.43M0.0%+1,257.2%1.233%
5/16/2025Integrated Wealth Concepts LLC81,808$2.06M0.0%N/A0.740%
5/16/2025Alliancebernstein L.P.5,060,187$127.34M0.0%+49.2%45.794%
5/13/2025HighTower Advisors LLC534,565$13.45M0.0%+19.6%4.838%
4/30/2025Alpha Cubed Investments LLC8,880$223K0.0%N/A0.112%
4/29/2025Envestnet Asset Management Inc.32,838$826K0.0%+255.4%0.416%
4/28/2025Capital Investment Counsel Inc23,464$590K0.1%+124.2%0.297%
4/28/2025Private Trust Co. NA4,352$110K0.0%N/A0.055%
4/28/2025FSM Wealth Advisors LLC50,303$1.27M0.3%N/A0.637%
4/10/2025Leverty Financial Group LLC313,506$7.89M3.2%N/A4.237%
4/9/2025LVW Advisors LLC811,847$20.43M2.4%+102.4%10.971%
2/14/2025Jane Street Group LLC10,036$254K0.0%N/A0.836%
2/13/2025Advisory Services Network LLC33,376$844K0.0%N/A2.781%
2/13/2025Envestnet Asset Management Inc.9,241$234K0.0%N/A0.770%
2/12/2025Alliancebernstein L.P.3,391,857$85.73M0.0%+86.9%282.655%
2/7/2025HighTower Advisors LLC446,985$11.30M0.0%N/A37.249%
2/6/2025Atria Investments Inc17,771$449K0.0%N/A1.481%
2/3/2025Capital Investment Counsel Inc10,464$264K0.0%N/A0.872%
1/31/2025Sanctuary Advisors LLC18,404$467K0.0%-43.1%1.534%
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1/31/2025Americana Partners LLC102,308$2.59M0.1%+5.7%8.526%
1/27/2025Silver Oak Securities Incorporated12,549$317K0.0%N/A1.046%
1/16/2025LVW Advisors LLC401,177$10.14M1.2%N/A33.431%
11/25/2024Sanctuary Advisors LLC32,364$827K0.0%N/A2.697%
10/28/2024Americana Partners LLC96,757$2.50M0.2%-6.6%8.063%


TAFM Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of AB Tax-Aware Intermediate Municipal ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($192.39M), NorthRock Partners LLC ($34.06M), LVW Advisors LLC ($25.57M), LPL Financial LLC ($19.53M), HighTower Advisors LLC ($14.12M), FSM Wealth Advisors LLC ($11.26M), and JPMorgan Chase & Co. ($7.34M).Learn more on AB Tax-Aware Intermediate Municipal ETF's institutional investors.

Of the 45 institutional investors that purchased AB Tax-Aware Intermediate Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alliancebernstein L.P. ($5.75M), NorthRock Partners LLC ($1.41M), LVW Advisors LLC ($1.01M), HighTower Advisors LLC ($545.41K), FSM Wealth Advisors LLC ($443.10K), Leverty Financial Group LLC ($426.80K), and Truist Financial Corp ($275.56K).

Institutional investors have bought a total of 5,182,186 shares in the last 24 months. This purchase volume represents approximately $130.91M in transactions.

The following institutional investors have sold AB Tax-Aware Intermediate Municipal ETF stock in the last 24 months: Leverty Financial Group LLC ($315.59K), Goldman Sachs Group Inc. ($171.33K), NorthRock Partners LLC ($72.21K), NewEdge Advisors LLC ($42.55K), Truist Financial Corp ($15.85K), Americana Partners LLC ($8.80K), and Sanctuary Advisors LLC ($8.31K).

Institutional investors have sold a total of 634,636 shares in the last 24 months. This volume of shares sold represents approximately $16.13M in transactions.


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This page (NYSEARCA:TAFM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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