TAFM Institutional Ownership
Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF
1W: +0.1%
1M: -3.3%
3M: -6.2%
YTD: -5.0%
1Y: -4.6%
$24.03
-0.01 (-0.04%)
Weekly Expected Move ±0.8%
$24
$24
$24
$24
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TAFM
55
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
627M
Total Invested
9
New Positions
29
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 12,890,848 | 310M | +1,855,353 | +16.8% | 11Q | SEC ↗ |
| 2 | NorthRock Partners, LLC | 3,874,626 | 93M | +2,632,091 | +211.8% | 5Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,144,833 | 28M | +301,504 | +35.8% | 6Q | SEC ↗ |
| 4 | LVW Advisors, LLC | 1,050,870 | 25M | +73,711 | +7.5% | 7Q | SEC ↗ |
| 5 | FSM Wealth Advisors, LLC | 860,394 | 21M | +328,736 | +61.8% | 6Q | SEC ↗ |
| 6 | Steward Partners Investment Advisory, | 723,052 | 17M | +25,975 | +3.7% | 4Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 565,447 | 14M | -35,568 | -5.9% | 7Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 363,190 | 9M | +67,735 | +22.9% | 5Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 333,965 | 8M | +52,703 | +18.7% | 7Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 325,431 | 8M | +26,438 | +8.8% | 6Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 307,453 | 7M | +168,097 | +120.6% | 7Q | SEC ↗ |
| 12 | Beacon Pointe Advisors, LLC | 297,986 | 7M | +60,934 | +25.7% | 6Q | SEC ↗ |
| 13 | Dynasty Wealth Management, LLC | 181,260 | 4M | +10,925 | +6.4% | 4Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 150,531 | 4M | +64,568 | +75.1% | 5Q | SEC ↗ |
| 15 | Ausdal Financial Partners, Inc. | 132,843 | 3M | -22,616 | -14.5% | 6Q | SEC ↗ |
| 16 | Advisory Resource Group | 127,890 | 3M | +5,898 | +4.8% | 5Q | SEC ↗ |
| 17 | Ameritas Advisory Services, LLC NEW | 100,000 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Cresset Asset Management, LLC | 95,719 | 2M | -35,544 | -27.1% | 2Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 94,775 | 2M | +21,627 | +29.6% | 5Q | SEC ↗ |
| 20 | Concurrent Investment Advisors, LLC | 85,095 | 2M | -772 | -0.9% | 5Q | SEC ↗ |
| 21 | Leverty Financial Group, LLC | 75,118 | 2M | +18,936 | +33.7% | 6Q | SEC ↗ |
| 22 | FIRST AMERICAN TRUST, FSB | 67,964 | 2M | +31,323 | +85.5% | 2Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 62,638 | 2M | +15,765 | +33.6% | 5Q | SEC ↗ |
| 24 | SAGESPRING WEALTH PARTNERS, LLC | 62,103 | 1M | +30,123 | +94.2% | 3Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 58,538 | 1M | -4,483 | -7.1% | 9Q | SEC ↗ |
| 26 | MAI Capital Management | 47,368 | 1M | +4,453 | +10.4% | 2Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN NEW | 47,138 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 46,643 | 1M | +4,315 | +10.2% | 2Q | SEC ↗ |
| 29 | PMG Wealth Management, Inc. | 43,350 | 1M | +24,800 | +133.7% | 2Q | SEC ↗ |
| 30 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 40,576 | 975K | +3,207 | +8.6% | 3Q | SEC ↗ |
| 31 | Capital Investment Counsel, Inc | 36,964 | 888K | +1,500 | +4.2% | 7Q | SEC ↗ |
| 32 | Advisory Services Network, LLC | 35,242 | 847K | — | +0.0% | 7Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 34,774 | 836K | +1,595 | +4.8% | 4Q | SEC ↗ |
| 34 | Legacy Capital Wealth Partners, LLC | 34,713 | 834K | -8,585 | -19.8% | 4Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 28,554 | 686K | +5,307 | +22.8% | 5Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 26,713 | 642K | -153,100 | -85.1% | 6Q | SEC ↗ |
| 37 | GREAT VALLEY ADVISOR GROUP, INC. | 23,440 | 563K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Per Stirling Capital Management, LLC. NEW | 16,935 | 407K | — | +0.0% | 1Q | SEC ↗ |
| 39 | BTG Pactual Asset Management US LLC NEW | 15,704 | 377K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Arkadios Wealth Advisors NEW | 14,309 | 344K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Elequin Capital, LP NEW | 12,950 | 311K | — | +0.0% | 1Q | SEC ↗ |
| 42 | CARY STREET PARTNERS FINANCIAL LLC | 11,994 | 288K | +107 | +0.9% | 3Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS NEW | 11,990 | 288K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Platform Technology Partners NEW | 11,683 | 281K | — | +0.0% | 1Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 10,345 | 249K | +8,774 | +558.5% | 2Q | SEC ↗ |
| 46 | Creative Planning | 9,835 | 236K | — | +0.0% | 2Q | SEC ↗ |
| 47 | WEDBUSH SECURITIES INC NEW | 9,747 | 234K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Sanctuary Advisors, LLC | 9,064 | 218K | -1,134 | -11.1% | 4Q | SEC ↗ |
| 49 | BOS Asset Management, LLC | 8,201 | 197K | +116 | +1.4% | 2Q | SEC ↗ |
| 50 | Tower Research Capital LLC (TRC) | 5,187 | 125K | -1,300 | -20.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 100,000 | 2M |
| WELLS FARGO & COMPANY/MN | 47,138 | 1M |
| Per Stirling Capital Management, LL | 16,935 | 407K |
| BTG Pactual Asset Management US LLC | 15,704 | 377K |
| Arkadios Wealth Advisors | 14,309 | 344K |
| Elequin Capital, LP | 12,950 | 311K |
| CAPTRUST FINANCIAL ADVISORS | 11,990 | 288K |
| Platform Technology Partners | 11,683 | 281K |
| WEDBUSH SECURITIES INC | 9,747 | 234K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Americana Partners, LLC | 190,402 | 5M |
| GOLDMAN SACHS GROUP INC | 113,719 | 3M |
| OLD MISSION CAPITAL LLC | 19,701 | 473K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,173 | 389K |
| Huntleigh Advisors, Inc. | 9,700 | 233K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 7,855 | 189K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,605 | 135K |
| PRIVATE TRUST CO NA | 3,094 | 74K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NorthRock Partners, LLC | +2,632,091 | +211.8% | 3,874,626 |
| ALLIANCEBERNSTEIN L.P. | +1,855,353 | +16.8% | 12,890,848 |
| FSM Wealth Advisors, LLC | +328,736 | +61.8% | 860,394 |
| LPL Financial LLC | +301,504 | +35.8% | 1,144,833 |
| JANE STREET GROUP, LLC | +168,097 | +120.6% | 307,453 |
| LVW Advisors, LLC | +73,711 | +7.5% | 1,050,870 |
| RAYMOND JAMES FINANCIAL INC | +67,735 | +22.9% | 363,190 |
| COMMONWEALTH EQUITY SERVICES, LLC | +64,568 | +75.1% | 150,531 |
| Beacon Pointe Advisors, LLC | +60,934 | +25.7% | 297,986 |
| ENVESTNET ASSET MANAGEMENT INC | +52,703 | +18.7% | 333,965 |
| FIRST AMERICAN TRUST, FSB | +31,323 | +85.5% | 67,964 |
| SAGESPRING WEALTH PARTNERS, LLC | +30,123 | +94.2% | 62,103 |
| TRUIST FINANCIAL CORP | +26,438 | +8.8% | 325,431 |
| Steward Partners Investment Advisor | +25,975 | +3.7% | 723,052 |
| PMG Wealth Management, Inc. | +24,800 | +133.7% | 43,350 |
| Private Advisor Group, LLC | +21,627 | +29.6% | 94,775 |
| Leverty Financial Group, LLC | +18,936 | +33.7% | 75,118 |
| Kestra Advisory Services, LLC | +15,765 | +33.6% | 62,638 |
| Dynasty Wealth Management, LLC | +10,925 | +6.4% | 181,260 |
| HARBOUR INVESTMENTS, INC. | +8,774 | +558.5% | 10,345 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -153,100 | -85.1% | 26,713 |
| HighTower Advisors, LLC | -35,568 | -5.9% | 565,447 |
| Cresset Asset Management, LLC | -35,544 | -27.1% | 95,719 |
| Ausdal Financial Partners, Inc. | -22,616 | -14.5% | 132,843 |
| Legacy Capital Wealth Partners, LLC | -8,585 | -19.8% | 34,713 |
| OSAIC HOLDINGS, INC. | -4,483 | -7.1% | 58,538 |
| Tower Research Capital LLC (TRC) | -1,300 | -20.0% | 5,187 |
| Sanctuary Advisors, LLC | -1,134 | -11.1% | 9,064 |
| FIFTH THIRD BANCORP | -1,076 | -30.5% | 2,454 |
| Concurrent Investment Advisors, LLC | -772 | -0.9% | 85,095 |