Who Owns Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF (TAFM)?Hedge Fund & Institutional Holders

$25.55+0.06 (+0.22%)Financial ServicesNYSE_ARCA

Institutional Holders

46

as of Q4 2025

Total Institutional Value

$2.4400000011263e+194T

% of Float Held

—

QoQ Change in Holders

+10 / -1

Price History

$24.32$24.72$25.12$25.52$25.92Aug 24Jun 25Mar 26

TAFM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALLIANCEBERNSTEIN L.P.Increased+2.1M+$51.6B
FSM Wealth Advisors, LLCNew Position+443K+$11.3B
JPMORGAN CHASE & COIncreased+275K+$6.7B
Elequin Capital, LPNew Position+88K+$2.2B
Leverty Financial Group, LLCIncreased+84K+$2.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+61K+$1.0B
BARNES PETTEY FINANCIAL ADVISORS, LLCNew Position+32K+$802.0M
Legacy Capital Wealth Partners, LLCIncreased+25K+$632.2M
CARY STREET PARTNERS FINANCIAL LLCNew Position+16K+$401.0M
OLD MISSION CAPITAL LLCNew Position+15K+$391.0M
SAGESPRING WEALTH PARTNERS, LLCNew Position+10K+$259.0M
Huntleigh Advisors, Inc.New Position+9K+$233.0M
RAYMOND JAMES FINANCIAL INCIncreased+45K+$148.9M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+6K+$142.0M
COMERICA BANKNew Position+4K+$89.0M

TAFM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NorthRock Partners, LLCDecreased-67K-$34.0B
GOLDMAN SACHS GROUP INCDecreased-171K-$5.2B
NewEdge Advisors, LLCDecreased-20K-$1.9B
Wealthspire Advisors, LLCClosed Position-2K-$54.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALLIANCEBERNSTEIN L.P.9,636,751$244.0B0.08%Share
2FSM Wealth Advisors, LLC443,104$11.3B1.54%Share
3JPMORGAN CHASE & CO288,885$7.0B0.00%Share
4RAYMOND JAMES FINANCIAL INC162,302$4.0B0.00%Share
5Leverty Financial Group, LLC92,274$2.3B0.56%Share
6Elequin Capital, LP88,061$2.2B0.17%Share
7GOLDMAN SACHS GROUP INC113,719$2.0B0.00%Share
8Private Advisor Group, LLC61,327$1.0B0.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC61,217$1.0B0.00%Share
10OSAIC HOLDINGS, INC.41,011$1.0B0.00%Share
11Legacy Capital Wealth Partners, LLC37,305$948.0M0.20%Share
12BARNES PETTEY FINANCIAL ADVISORS, LLC31,562$802.0M0.40%Share
13CARY STREET PARTNERS FINANCIAL LLC15,799$401.0M0.01%Share
14OLD MISSION CAPITAL LLC15,408$391.0M0.01%Share
15SAGESPRING WEALTH PARTNERS, LLC10,221$259.0M0.00%Share
16Huntleigh Advisors, Inc.9,200$233.0M0.04%Share
17FLAGSHIP HARBOR ADVISORS, LLC5,605$142.0M0.01%Share
18COMERICA BANK3,521$89.0M0.00%Share
19NorthRock Partners, LLC1,272,801$32.0M0.54%Share
20LVW Advisors, LLC1,005,869$25.6M2.59%Share
21LPL Financial LLC768,299$19.0M0.01%Share
22HighTower Advisors, LLC555,602$14.0M0.02%Share
23TRUIST FINANCIAL CORP277,440$7.1M0.01%Share
24Americana Partners, LLC190,402$4.8M0.13%Share
25Dynasty Wealth Management, LLC175,156$4.0M0.04%Share
26JANE STREET GROUP, LLC169,871$4.0M0.00%Share
27Ausdal Financial Partners, Inc.143,475$3.6M0.17%Share
28Advisory Resource Group121,986$3.1M0.55%Share
29Beacon Pointe Advisors, LLC149,224$3.0M0.02%Share
30Concurrent Investment Advisors, LLC80,187$2.0M0.02%Share
31ENVESTNET ASSET MANAGEMENT INC116,089$2.0M0.00%Share
32NewEdge Advisors, LLC55,309$1.0M0.00%Share
33Capital Investment Counsel, Inc35,464$901K0.11%Share
34Sanctuary Advisors, LLC18,376$462K0.00%Share
35Sanctuary Advisors, LLC18,376$462K0.00%Share
36Sanctuary Advisors, LLC10,070$255K0.00%Share
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,855$200K0.00%Share
38Advisory Services Network, LLC35,242$00.00%Share
39Cambridge Investment Research Advisors, Inc.22,870$00.00%Share
40Steward Partners Investment Advisory, LLC1,000$00.00%Share
41RAYMOND JAMES FINANCIAL INC34,302$00.00%Share
42HUNTINGTON NATIONAL BANK8,934$00.00%Share
43Tower Research Capital LLC (TRC)1,745$00.00%Share
44Kestra Advisory Services, LLC38,444$00.00%Share
45GREAT VALLEY ADVISOR GROUP, INC.23,440$00.00%Share
46OSAIC HOLDINGS, INC.21,018$00.00%Share

TAFM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202542$279.2B+22
Q3 202520$281.7B-8
Q2 202528$250.3B+8
Q1 202520$163.1B+7
Q4 202413$2.7T+8
Q3 20245$2.5T+0
Q2 20245$3.3T+3
Q1 20242$25.0B—

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As of Q4 2025, 46 institutional investors hold TAFM (Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF). The largest holder is ALLIANCEBERNSTEIN L.P. with $244.0B in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own TAFM?

As of Q4 2025, 46 institutional investors report holding TAFM (Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF) in their 13F filings.

Who is the largest institutional holder of TAFM?

The largest institutional holder of TAFM is ALLIANCEBERNSTEIN L.P. with $244.0B in shares.

Is institutional ownership of TAFM increasing or decreasing?

This quarter, 10 institutions opened new positions in TAFM and 1 closed their positions.