AB TAX AWARE SHORT DUR MUNI (TAFI) Institutional Ownership Changes & 13F Activity

AB TAX AWARE SHORT DUR MUNI (TAFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alliancebernstein L.P., Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp, and Evolve Private Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-8,453-3.9%205,614$5.19MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+60,55160,551$1.53MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-250-1.6%15,000$378.30KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+58,438+68.8%143,429$3.62MQ2 2026Aug 18, 2026
Alliancebernstein L.P.Buy+2,968,689+13.1%25,635,884$645.51MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+310,920+28.7%1,393,076$35.13MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+246,015+40.9%847,767$21.38MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+238,583238,583$6.02MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-166,110-85.7%27,659$697.56KQ2 2026Aug 14, 2026
Legacy Wealth Advisors, LlcBuy+99,682+294.9%133,481$3.37MQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcBuy+98,18798,187$2.48MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+93,027+17.0%641,682$16.18MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+63,428+185.0%97,715$2.46MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+46,108+21.0%266,019$6.71MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+24,649+14.8%191,159$4.82MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+20,716+665.5%23,829$600.97KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+10,55910,559$266.30KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-7,190-3.5%200,998$5.07MQ2 2026Aug 14, 2026
&PartnersBuy+5,378+56.4%14,920$376.28KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-2,735-6.3%40,735$1.03MQ2 2026Aug 14, 2026
Morgan StanleyBuy+405,277+14.9%3,126,607$78.85MQ2 2026Aug 13, 2026
Ubs Group AgBuy+94,425+23.7%492,980$12.43MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+38,901+6.4%646,462$16.30MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-10,612-7.6%128,346$3.24MQ2 2026Aug 13, 2026
United Community BankBuy+160+4.3%3,880$97.85KQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+25+0.0%64,454$1.63MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+16+0.1%11,980$302.14KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+1,241,6411,241,641$31.34MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-307,243-97.2%8,949$225.70KQ2 2026Aug 12, 2026
Sevenbridge Financial Group, LlcSell-50,553-18.2%227,262$5.70MQ2 2026Aug 12, 2026
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Frequently asked questions about TAFI activity

  • Which institutional owners are buying TAFI?

    Institutional owners buying TAFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TAFI activity?

    "Buy" means an investor increased their reported position in TAFI compared to the prior reporting period. This reflects growing exposure to AB TAX AWARE SHORT DUR MUNI (TAFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TAFI increasing?

    Institutional interest in TAFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.