Who Owns Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF (TAFI)?Hedge Fund & Institutional Holders

$25.29+0.01 (+0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+8 / -4

Price History

$24.70$24.89$25.09$25.29$25.48Aug 24Jun 25Mar 26

TAFI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALLIANCEBERNSTEIN L.P.Increased+1.1M+$25.4B
BANK OF AMERICA CORP /DE/Increased+324K+$23.0B
SAGESPRING WEALTH PARTNERS, LLCNew Position+344K+$8.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+176K+$4.0B
Whipplewood Advisors, LLCNew Position+81K+$2.0B
JPMORGAN CHASE & COIncreased+140K+$2.0B
Cornerstone Wealth Group, LLCNew Position+58K+$1.5B
KENNEDY INVESTMENT GROUPNew Position+48K+$1.2B
Platform Technology PartnersNew Position+74K+$1.0B
Farmers & Merchants Trust Co of Long BeachNew Position+36K+$909.0M
Fourth Dimension Wealth, LLCNew Position+33K+$825.0M
ROYAL BANK OF CANADAIncreased+57K+$801.0M
RAYMOND JAMES FINANCIAL INCIncreased+82K+$776.1M
Rockefeller Capital Management L.P.Increased+31K+$672.5M
UBS Group AGIncreased+28K+$644.8M

TAFI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCClosed Position-178K-$4.5B
Beacon Pointe Advisors, LLCDecreased-24K-$2.2B
Atria Investments, IncDecreased-39K-$1.8B
ADAPT WEALTH ADVISORS, LLCDecreased-62K-$1.6B
HARBOUR INVESTMENTS, INC.Decreased-1K-$1.1B
CITADEL ADVISORS LLCClosed Position-41K-$1.0B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-1K-$697.2M
Aptus Capital Advisors, LLCDecreased-9K-$578.2M
Kingsview Wealth Management, LLCDecreased-1K-$497.9M
OneDigital Investment Advisors LLCDecreased-121-$297.6M
Enclave Advisors LLCClosed Position-10K-$265.9M
GOLDMAN SACHS GROUP INCClosed Position-10K-$243.5M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2K-$47.9M
Summit Financial, LLCDecreased-51K-$2.3M
Quotient Wealth Partners, LLCDecreased-53K-$1.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALLIANCEBERNSTEIN L.P.21,864,207$551.0B0.17%Share
2JPMORGAN CHASE & CO690,704$17.0B0.00%Share
3BANK OF AMERICA CORP /DE/696,097$17.0B0.00%Share
4OSAIC HOLDINGS, INC.583,165$14.0B0.02%Share
5UBS Group AG411,305$10.4B0.00%Share
6Atria Investments, Inc385,956$9.0B0.10%Share
7SAGESPRING WEALTH PARTNERS, LLC343,585$8.7B0.16%Share
8Aptus Capital Advisors, LLC290,515$7.0B0.05%Share
9BANK OF AMERICA CORP /DE/270,597$6.0B0.00%Share
10ROYAL BANK OF CANADA222,305$5.0B0.00%Share
11JOURNEY STRATEGIC WEALTH LLC159,066$4.0B0.11%Share
12JPMORGAN CHASE & CO197,518$4.0B0.00%Share
13COMMONWEALTH EQUITY SERVICES, LLC175,576$4.0B0.01%Share
14RAYMOND JAMES FINANCIAL INC146,537$3.0B0.00%Share
15Rockefeller Capital Management L.P.122,602$3.0B0.01%Share
16ADAPT WEALTH ADVISORS, LLC95,143$2.4B0.82%Share
17Whipplewood Advisors, LLC81,172$2.0B1.31%Share
18Fluent Financial, LLC80,044$2.0B0.77%Share
19Cornerstone Wealth Group, LLC57,786$1.5B0.10%Share
20KENNEDY INVESTMENT GROUP47,537$1.2B0.45%Share
21Private Advisor Group, LLC49,957$1.0B0.00%Share
22Platform Technology Partners73,735$1.0B0.21%Share
23TME FINANCIAL, INC.35,592$897.0M0.63%Share
24Farmers & Merchants Trust Co of Long Beach34,473$869.0M0.20%Share
25Fourth Dimension Wealth, LLC32,730$825.0M0.30%Share
26Legacy Capital Wealth Partners, LLC29,931$754.0M0.16%Share
27CARY STREET PARTNERS FINANCIAL LLC23,821$600.0M0.01%Share
28ORBA Wealth Advisors, L.L.C.19,021$479.0M0.42%Share
29ENCOMPASS WEALTH ADVISORS, LLC17,700$446.0M0.15%Share
30Embree Financial Group14,605$368.0M0.05%Share
31Rockport Wealth LLC11,709$295.0M0.06%Share
32Alliance Wealth Advisors, LLC10,300$259.0M0.11%Share
33Detalus Advisors, LLC9,805$247.0M0.06%Share
34Beacon Financial Advisory LLC9,243$233.0M0.05%Share
35Worth Financial Advisory Group, LLC8,107$204.0M0.10%Share
36PRIVATE TRUST CO NA7,991$201.0M0.02%Share
37COMERICA BANK5,723$144.0M0.00%Share
38COMERICA BANK4,735$119.0M0.00%Share
39United Community Bank3,720$93.0M0.04%Share
40LPL Financial LLC3,625,398$91.0M0.02%Share
41MORGAN STANLEY2,818,345$71.0M0.00%Share
42Farmers & Merchants Trust Co of Long Beach1,588$40.0M0.01%Share
43Sanctuary Advisors, LLC598,508$15.1M0.08%Share
44Sanctuary Advisors, LLC469,053$11.8M0.07%Share
45Sanctuary Advisors, LLC441,571$11.1M0.08%Share
46Sanctuary Advisors, LLC441,571$11.1M0.07%Share
47Strid Group, LLC335,595$8.5M1.05%Share
48SevenBridge Financial Group, LLC290,515$7.4M1.18%Share
49Quantinno Capital Management LP285,100$7.0M0.01%Share
50ENVESTNET ASSET MANAGEMENT INC175,802$4.0M0.00%Share

TAFI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$681.5B+34
Q3 202551$713.5B-6
Q2 202557$669.7B+4
Q1 202553$614.1B+3
Q4 202450$1.6T+14
Q3 202436$56.7T-1
Q2 202437$7.3T+9
Q1 202428$2.1T—

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As of Q4 2025, 50 institutional investors hold TAFI (Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF). The largest holder is ALLIANCEBERNSTEIN L.P. with $551.0B in shares. This quarter, 8 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own TAFI?

As of Q4 2025, 50 institutional investors report holding TAFI (Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF) in their 13F filings.

Who is the largest institutional holder of TAFI?

The largest institutional holder of TAFI is ALLIANCEBERNSTEIN L.P. with $551.0B in shares.

Is institutional ownership of TAFI increasing or decreasing?

This quarter, 8 institutions opened new positions in TAFI and 4 closed their positions.