AB TAX AWARE INTER MUNI TAFM
$25.59
+0.2% 52w: $23.77 – $25.61
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.7724.6925.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
46
+5 QoQ
13F value
$478.3M
+14.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TAFM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 11.0M | $280.5M | 0.1% | +14.5% |
| NorthRock Partners, LLC | Wealth advisor | 1.2M | $31.4M | 0.5% | -2.4% |
| LVW Advisors, LLC | Wealth advisor | 977.2K | $24.7M | 2.4% | -2.9% |
| LPL Financial LLC | Bank broker | 843.3K | $21.3M | 0.0% | +9.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 697.1K | $17.6M | 0.1% | +69607.7% |
| HighTower Advisors, LLC | Diversified mechanical | 601.0K | $15.2M | 0.0% | +8.2% |
| FSM Wealth Advisors, LLC | Wealth advisor | 531.7K | $13.4M | 1.7% | +20.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 299.0K | $7.6M | 0.0% | +7.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 295.5K | $7.5M | 0.0% | +50.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 281.3K | $7.1M | 0.0% | +142.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 237.1K | $6.0M | 0.0% | +58.9% |
| JPMORGAN CHASE & CO | Bank broker | 179.8K | $4.5M | 0.0% | -37.8% |
| Dynasty Wealth Management, LLC | Wealth advisor | 170.3K | $4.3M | 0.0% | -2.8% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 155.5K | $3.9M | 0.2% | +8.4% |
| JANE STREET GROUP, LLC | Market maker | 139.4K | $3.5M | 0.0% | -18.0% |
| Cresset Asset Management, LLC | Wealth advisor | 131.3K | $3.3M | 0.0% | New |
| Advisory Resource Group | Wealth advisor | 122.0K | $3.1M | 0.5% | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 86.0K | $2.2M | 0.0% | +40.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 85.9K | $2.2M | 0.0% | +7.1% |
| Private Advisor Group, LLC | Wealth advisor | 73.1K | $1.9M | 0.0% | +19.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 63.0K | $1.6M | 0.0% | +1.6% |
| Leverty Financial Group, LLC | Wealth advisor | 56.2K | $1.4M | 0.3% | -39.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 46.9K | $1.2M | 0.0% | +21.9% |
| Legacy Capital Wealth Partners, LLC | Other | 43.3K | $1.1M | 0.2% | +16.1% |
| MAI Capital Management | Wealth advisor | 42.9K | $1.1M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 42.3K | $1.1M | 0.0% | New |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 37.4K | $945K | 0.4% | +18.4% |
| FIRST AMERICAN TRUST, FSB | Other | 36.6K | $927K | 0.1% | New |
| Capital Investment Counsel, Inc | Other | 35.5K | $897K | 0.1% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 35.2K | $891K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 33.2K | $839K | 0.0% | -40.0% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 32.0K | $809K | 0.0% | +212.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 23.4K | $593K | 0.0% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 23.2K | $588K | 0.0% | +1.6% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 19.7K | $498K | 0.0% | +27.9% |
| PMG Wealth Management, Inc. | Wealth advisor | 18.6K | $468K | 0.3% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 16.2K | $409K | 0.0% | New |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 11.9K | $301K | 0.0% | -24.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 10.2K | $258K | 0.0% | +1.3% |
| Creative Planning | Wealth advisor | 9.8K | $249K | 0.0% | New |
| Huntleigh Advisors, Inc. | Other | 9.7K | $245K | 0.0% | +5.4% |
| BOS Asset Management, LLC | Wealth advisor | 8.1K | $205K | 0.1% | New |
| Tower Research Capital LLC (TRC) | Market maker | 6.5K | $164K | 0.0% | +271.7% |
| FIFTH THIRD BANCORP | Diversified mechanical | 3.5K | $89K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 3.1K | $78K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.6K | $40K | 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.