TAFI Institutional Ownership & Shareholders
AB TAX AWARE SHORT DUR MUNI (TAFI) is currently held by 103 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.15B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of TAFI tracked by InsiderSet, reporting ownership valued at approximately $645.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $640.38M, representing an estimated loss of -0.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed TAFI value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in AB TAX AWARE SHORT DUR MUNI (TAFI).
This page ranks the largest institutional TAFI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
103
Total Reported Value
$1.15B
Largest Holder
Alliancebernstein L.P.
Largest Position
$645.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.21% | 25,635,884 | $645,511,559 | $640,384,382 | -$5,127,177 | -0.79% | |
| Lpl Financial Llc | 0.02% | 3,858,906 | $97,321,596 | $96,395,472 | -$926,124 | -0.95% | |
| Morgan Stanley | 0.00% | 3,126,607 | $78,853,029 | $78,102,643 | -$750,386 | -0.95% | |
| Bank Of America Corp | 0.00% | 1,393,076 | $35,133,376 | $34,799,038 | -$334,338 | -0.95% | |
| Jpmorgan Chase & Co | 0.00% | 1,241,641 | $31,339,019 | $31,016,192 | -$322,827 | -1.03% | |
| Royal Bank Of Canada | 0.00% | 847,767 | $21,381,000 | $21,177,220 | -$203,780 | -0.95% | |
| Sanctuary Advisors, Llc | 0.08% | 646,462 | $16,303,778 | $16,148,621 | -$155,157 | -0.95% | |
| Osaic Holdings, Inc. | 0.02% | 641,682 | $16,183,387 | $16,029,216 | -$154,171 | -0.95% | |
| Envestnet Asset Management Inc | 0.00% | 601,752 | $15,176,175 | $15,031,765 | -$144,410 | -0.95% | |
| Ubs Group Ag | 0.00% | 492,980 | $12,432,956 | $12,314,640 | -$118,316 | -0.95% | |
| Sagespring Wealth Partners, Llc | 0.15% | 422,177 | $10,377,102 | $10,545,981 | +$168,879 | +1.63% | |
| Quotient Wealth Partners, Llc | 0.20% | 343,887 | $8,672,829 | $8,590,297 | -$82,532 | -0.95% | |
| Kestra Private Wealth Services, Llc | 0.08% | 291,194 | $7,157,558 | $7,274,026 | +$116,468 | +1.63% | |
| Aptus Capital Advisors, Llc | 0.05% | 277,115 | $6,988,840 | $6,922,333 | -$66,507 | -0.95% | |
| Raymond James Financial Inc | 0.00% | 266,019 | $6,709,001 | $6,645,155 | -$63,846 | -0.95% | |
| Ameriprise Financial Inc | 0.00% | 238,583 | $6,017,063 | $5,959,803 | -$57,260 | -0.95% | |
| Sevenbridge Financial Group, Llc | 0.81% | 219,885 | $5,448,761 | $5,492,727 | +$43,966 | +0.81% | |
| Fluent Financial, Llc | 1.82% | 216,410 | $5,319,358 | $5,405,922 | +$86,564 | +1.63% | |
| Private Advisor Group, Llc | 0.02% | 206,620 | $5,210,962 | $5,161,368 | -$49,594 | -0.95% | |
| Integrated Wealth Concepts Llc | 0.03% | 205,614 | $5,185,594 | $5,136,238 | -$49,356 | -0.95% | |
| Jane Street Group, Llc | 0.00% | 200,998 | $5,069,170 | $5,020,930 | -$48,240 | -0.95% | |
| Concurrent Investment Advisors, Llc | 0.03% | 204,839 | $5,034,938 | $5,116,878 | +$81,940 | +1.63% | |
| Adapt Wealth Advisors, Llc | 1.58% | 191,528 | $4,830,330 | $4,784,369 | -$45,961 | -0.95% | |
| Ausdal Financial Partners, Inc. | 0.19% | 191,159 | $4,821,039 | $4,775,152 | -$45,887 | -0.95% | |
| Perigon Wealth Management, Llc | 0.07% | 190,322 | $4,678,110 | $4,754,244 | +$76,134 | +1.63% | |
| Cwm, Llc | 0.01% | 181,229 | $4,563,353 | $4,527,100 | -$36,253 | -0.79% | |
| Journey Strategic Wealth Llc | 0.11% | 169,612 | $4,270,818 | $4,236,908 | -$33,910 | -0.79% | |
| Beacon Pointe Advisors, Llc | 0.02% | 143,429 | $3,617,272 | $3,582,856 | -$34,416 | -0.95% | |
| Legacy Wealth Advisors, Llc | 1.46% | 133,481 | $3,366,391 | $3,334,355 | -$32,036 | -0.95% | |
| Cary Street Partners Financial Llc | 0.07% | 131,764 | $3,323,091 | $3,291,465 | -$31,626 | -0.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 134,871 | $3,315,130 | $3,369,078 | +$53,948 | +1.63% | |
| Rockefeller Capital Management L.P. | 0.00% | 128,346 | $3,236,903 | $3,206,083 | -$30,820 | -0.95% | |
| Td Private Client Wealth Llc | 0.06% | 125,407 | $3,082,504 | $3,132,667 | +$50,163 | +1.63% | |
| Truist Financial Corp | 0.00% | 117,919 | $2,898,452 | $2,945,617 | +$47,165 | +1.63% | |
| Mml Investors Services, Llc | 0.01% | 113,662 | $2,866,555 | $2,839,277 | -$27,278 | -0.95% | |
| Vestgen Advisors, Llc | 0.08% | 104,735 | $2,574,386 | $2,616,280 | +$41,894 | +1.63% | |
| Perspective Wealth Advisors Llc | 1.36% | 98,187 | $2,476,276 | $2,452,711 | -$23,565 | -0.95% | |
| Cresset Asset Management, Llc | 0.01% | 97,715 | $2,464,372 | $2,440,921 | -$23,451 | -0.95% | |
| Asset One Wealth Management Llc | 0.19% | 89,068 | $2,189,291 | $2,224,919 | +$35,628 | +1.63% | |
| Advisory Services Network, Llc | 0.02% | 85,453 | $2,155,128 | $2,134,616 | -$20,512 | -0.95% | |
| Whipplewood Advisors, Llc | 1.41% | 84,926 | $2,087,481 | $2,121,451 | +$33,970 | +1.63% | |
| Nuveen, Llc | 0.00% | 79,703 | $2,010,094 | $1,990,981 | -$19,113 | -0.95% | |
| Platform Technology Partners | 0.28% | 71,715 | $1,762,747 | $1,791,441 | +$28,694 | +1.63% | |
| Elequin Capital, Lp | 0.05% | 64,454 | $1,625,530 | $1,610,061 | -$15,469 | -0.95% | |
| Citadel Advisors Llc | 0.00% | 60,551 | $1,527,096 | $1,512,564 | -$14,532 | -0.95% | |
| Cornerstone Wealth Group, Llc | 0.09% | 62,005 | $1,524,072 | $1,548,885 | +$24,813 | +1.63% | |
| Juno Financial Group Llc | 0.50% | 58,365 | $1,434,612 | $1,457,958 | +$23,346 | +1.63% | |
| Urs Advisory Llc | 0.79% | 55,939 | $1,410,770 | $1,397,356 | -$13,414 | -0.95% | |
| Aprio Wealth Management, Llc | 0.06% | 54,836 | $1,347,860 | $1,369,803 | +$21,943 | +1.63% | |
| Schear Investment Advisers, Llc | 0.15% | 51,266 | $1,260,108 | $1,280,625 | +$20,517 | +1.63% |
Frequently asked questions about TAFI
Who are the largest institutional holders of TAFI?
The largest institutional holders of TAFI reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported TAFI position.
What is TAFI institutional ownership?
This page tracks TAFI positions reported by institutional investment managers through SEC Form 13F. AB TAX AWARE SHORT DUR MUNI (TAFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAFI?
InsiderSet currently tracks 103 institutional managers reporting TAFI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TAFI shareholders.
How much TAFI stock do institutions own?
Institutional investment managers disclosed approximately $1.15B in TAFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAFI institutional ownership last updated?
The latest TAFI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TAFI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TAFI position after the reporting date.
Are institutions buying or selling TAFI?
Institutional buying and selling can be analyzed by comparing TAFI positions across consecutive 13F reporting periods. InsiderSet's TAFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAFI ownership changes.
How has TAFI institutional ownership changed over time?
InsiderSet tracks TAFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.