Who Owns TAFM?

Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF — Institutional Ownership & 13F Holdings

$25.46

-0.07 (-0.27%)

Market Cap

$363.2M

Shares Outstanding

14,176,722

Institutional Holders

20

Total Inst. Value

$184.4M

% of Float Held

QoQ Holder Change

+18

Institutional data as of Q1 2025

New Positions

10

Closed Positions

3

Increased

10

Decreased

0

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1ALLIANCEBERNSTEIN L.P.$127.3M5,060,187
2LVW Advisors, LLC$20.4M811,847
3HighTower Advisors, LLC$13.5M534,565
4Leverty Financial Group, LLCNew$7.9M313,506
5Americana Partners, LLC$3.5M139,182
6JANE STREET GROUP, LLC$3.4M136,208
7Integrated Wealth Concepts LLCNew$2.1M81,808
8FSM Wealth Advisors, LLCNew$1.3M50,303
9Advisory Services Network, LLC$848K33,704
10ENVESTNET ASSET MANAGEMENT INC$826K32,838

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
ALLIANCEBERNSTEIN L.P.+1.7M$127.3M
LVW Advisors, LLC+411K$20.4M
HighTower Advisors, LLC+88K$13.5M
Leverty Financial Group, LLCNew+314K$7.9M
Americana Partners, LLC+37K$3.5M

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold TAFM?

As of Q1 2025, 20 institutional investors report holding TAFM (Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF) in their 13F filings.

Which hedge fund owns the most TAFM?

The largest institutional holder of TAFM is ALLIANCEBERNSTEIN L.P. with $127.3M in shares.

Are institutions buying or selling TAFM?

This quarter, 10 institutions opened new positions in TAFM and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.