TAFL Institutional Ownership
Alliance Bernstein - AB Tax-Aware Long Municipal ETF
1W: -0.9%
1M: -4.8%
3M: -8.0%
YTD: -6.6%
1Y: -6.2%
$23.25
-0.11 (-0.45%)
Weekly Expected Move ±1.2%
$23
$23
$23
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TAFL
21
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
51M
Total Invested
2
New Positions
13
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 714,889 | $17M | -6,083 | -0.8% | 11Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 446,115 | $10M | +226,438 | +103.1% | 3Q | SEC ↗ |
| 3 | Heck Capital Advisors, LLC | 138,037 | $3M | +807 | +0.6% | 4Q | SEC ↗ |
| 4 | TRUIST FINANCIAL CORP | 100,302 | $2M | +80,098 | +396.4% | 2Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 93,872 | $2M | +21,829 | +30.3% | 2Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 84,309 | $2M | +53,002 | +169.3% | 5Q | SEC ↗ |
| 7 | Advisory Resource Group | 83,964 | $2M | +3,821 | +4.8% | 5Q | SEC ↗ |
| 8 | Koshinski Asset Management, Inc. | 75,272 | $2M | +54,313 | +259.1% | 4Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 63,179 | $1M | +19,730 | +45.4% | 4Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 56,445 | $1M | +49,770 | +745.6% | 10Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 42,323 | $984K | +152 | +0.4% | 7Q | SEC ↗ |
| 12 | Capital Investment Counsel, Inc | 41,500 | $965K | +1,500 | +3.8% | 7Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 32,715 | $761K | -29,812 | -47.7% | 3Q | SEC ↗ |
| 14 | HB Wealth Management, LLC | 25,848 | $601K | -130 | -0.5% | 10Q | SEC ↗ |
| 15 | Beacon Pointe Advisors, LLC | 19,724 | $459K | +3,035 | +18.2% | 2Q | SEC ↗ |
| 16 | Spire Wealth Management | 13,192 | $307K | — | +0.0% | 2Q | SEC ↗ |
| 17 | CARY STREET PARTNERS FINANCIAL LLC | 8,159 | $190K | +82 | +1.0% | 2Q | SEC ↗ |
| 18 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,450 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Capital Investment Advisory Services, | 1,200 | $28K | — | +0.0% | 6Q | SEC ↗ |
| 20 | UBS Group AG NEW | 96 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Advisory Services Network, LLC | 0 | $0K | -493 | -100.0% | 1Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 0 | $0K | -2,800 | -100.0% | 1Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -12,087 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 1,450 | $34K |
| UBS Group AG | 96 | $2K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,087 | $281K |
| Kestra Advisory Services, LLC | 2,800 | $65K |
| Advisory Services Network, LLC | 493 | $11K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +226,438 | +103.1% | 446,115 |
| TRUIST FINANCIAL CORP | +80,098 | +396.4% | 100,302 |
| Koshinski Asset Management, Inc. | +54,313 | +259.1% | 75,272 |
| COMMONWEALTH EQUITY SERVICES, LLC | +53,002 | +169.3% | 84,309 |
| JPMORGAN CHASE & CO | +49,770 | +745.6% | 56,445 |
| ENVESTNET ASSET MANAGEMENT INC | +21,829 | +30.3% | 93,872 |
| OSAIC HOLDINGS, INC. | +19,730 | +45.4% | 63,179 |
| Advisory Resource Group | +3,821 | +4.8% | 83,964 |
| Beacon Pointe Advisors, LLC | +3,035 | +18.2% | 19,724 |
| Capital Investment Counsel, Inc | +1,500 | +3.8% | 41,500 |
| Heck Capital Advisors, LLC | +807 | +0.6% | 138,037 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +152 | +0.4% | 42,323 |
| CARY STREET PARTNERS FINANCIAL LLC | +82 | +1.0% | 8,159 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -29,812 | -47.7% | 32,715 |
| ALLIANCEBERNSTEIN L.P. | -6,083 | -0.8% | 714,889 |
| HB Wealth Management, LLC | -130 | -0.5% | 25,848 |