AB TAX AWARE SHORT DUR MUNI TAFI
$25.17
0.0% 52w: $24.32 – $25.22
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.3224.7725.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
97
+12 QoQ
13F value
$1.01B
+7.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TAFI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 22.7M | $571.4M | 0.2% | +3.7% |
| LPL Financial LLC | Bank broker | 3.8M | $96.0M | 0.0% | +5.1% |
| MORGAN STANLEY | Bank broker | 2.7M | $68.5M | 0.0% | -3.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.1M | $27.2M | 0.0% | +11.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 607.6K | $15.3M | 0.1% | +1.5% |
| ROYAL BANK OF CANADA | Bank broker | 601.8K | $15.2M | 0.0% | +170.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 548.7K | $13.8M | 0.0% | -8.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 499.9K | $12.6M | 0.0% | +184.3% |
| UBS Group AG | Bank broker | 398.6K | $10.0M | 0.0% | -3.1% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 391.0K | $9.8M | 0.2% | +13.8% |
| Strid Group, LLC | Wealth advisor | 388.5K | $9.8M | 1.2% | +15.8% |
| JPMORGAN CHASE & CO | Bank broker | 318.0K | $8.0M | 0.0% | -64.2% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 316.2K | $8.0M | 0.4% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 282.1K | $7.1M | 0.1% | -2.9% |
| SevenBridge Financial Group, LLC | Other | 277.8K | $7.0M | 1.1% | -4.4% |
| HighTower Advisors, LLC | Diversified mechanical | 269.3K | $6.8M | 0.0% | +2491.1% |
| Quotient Wealth Partners, LLC | Wealth advisor | 236.4K | $6.0M | 0.2% | +95.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 219.9K | $5.5M | 0.0% | +29.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 214.1K | $5.4M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 208.2K | $5.2M | 0.0% | +60.4% |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 206.3K | $5.2M | 1.9% | +116.9% |
| IHT Wealth Management, LLC | Wealth advisor | 193.8K | $4.9M | 0.1% | +503.7% |
| CWM, LLC | Wealth advisor | 181.2K | $4.6M | 0.0% | +646.1% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 169.6K | $4.3M | 0.1% | +1.2% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 166.5K | $4.2M | 0.2% | +8.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 158.5K | $4.0M | 0.0% | +5.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 156.0K | $3.9M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 155.6K | $3.9M | 0.0% | +51.8% |
| Fluent Financial, LLC | Wealth advisor | 150.8K | $3.8M | 1.4% | +88.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 139.0K | $3.5M | 0.0% | +13.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 129.3K | $3.3M | 0.0% | +78.2% |
| Independent Advisor Alliance | Wealth advisor | 99.6K | $2.5M | 0.0% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 85.0K | $2.1M | 0.0% | +37.3% |
| Advisory Services Network, LLC | Diversified mechanical | 84.6K | $2.1M | 0.0% | +3.3% |
| Private Advisor Group, LLC | Wealth advisor | 81.4K | $2.1M | 0.0% | +63.0% |
| Whipplewood Advisors, LLC | Wealth advisor | 78.8K | $2.0M | 1.0% | -2.9% |
| Perigon Wealth Management, LLC | Wealth advisor | 77.2K | $1.9M | 0.0% | +34.8% |
| Platform Technology Partners | Other | 73.7K | $1.9M | 0.4% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 66.8K | $1.7M | 0.0% | -61.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 64.6K | $1.6M | 0.0% | -1.5% |
| Elequin Capital, LP | Wealth advisor | 64.4K | $1.6M | 0.5% | New |
| Cornerstone Wealth Group, LLC | Other | 61.7K | $1.6M | 0.1% | +6.7% |
| Juno Financial Group LLC | Wealth advisor | 59.5K | $1.5M | 0.6% | +16.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 54.1K | $1.4M | 0.0% | -5.4% |
| Embree Financial Group | Wealth advisor | 52.8K | $1.3M | 0.2% | +261.2% |
| KENNEDY INVESTMENT GROUP, INC. | Other | 51.0K | $1.3M | 0.5% | +7.3% |
| Summit Financial, LLC | Wealth advisor | 49.0K | $1.2M | 0.0% | -37.7% |
| URS Advisory LLC | Wealth advisor | 45.6K | $1.1M | 0.8% | +20.3% |
| Brooklyn Investment Group | Diversified mechanical | 45.5K | $1.1M | 0.0% | +206.1% |
| Modern Wealth Management, LLC | Wealth advisor | 43.5K | $1.1M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.