AB TAX AWARE SHORT DUR MUNI (TAFI) Institutional Shareholders
AB TAX AWARE SHORT DUR MUNI (TAFI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.15B in TAFI holdings during the latest filing period.
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 $636.03M, representing an estimated loss of -1.47% 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
98
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
115
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 | $636,026,282 | -$9,485,277 | -1.47% | |
| Lpl Financial Llc | 0.02% | 3,858,906 | $97,321,596 | $95,739,458 | -$1,582,138 | -1.63% | |
| Morgan Stanley | 0.00% | 3,126,607 | $78,853,029 | $77,571,120 | -$1,281,909 | -1.63% | |
| Bank Of America Corp | 0.00% | 1,393,076 | $35,133,376 | $34,562,216 | -$571,160 | -1.63% | |
| Jpmorgan Chase & Co | 0.00% | 1,241,641 | $31,339,019 | $30,805,113 | -$533,906 | -1.70% | |
| Royal Bank Of Canada | 0.00% | 847,767 | $21,381,000 | $21,033,099 | -$347,901 | -1.63% | |
| Sanctuary Advisors, Llc | 0.08% | 646,462 | $16,303,778 | $16,038,722 | -$265,056 | -1.63% | |
| Osaic Holdings, Inc. | 0.02% | 641,682 | $16,183,387 | $15,920,130 | -$263,257 | -1.63% | |
| Envestnet Asset Management Inc | 0.00% | 601,752 | $15,176,175 | $14,929,467 | -$246,708 | -1.63% | |
| Ubs Group Ag | 0.00% | 492,980 | $12,432,956 | $12,230,834 | -$202,122 | -1.63% | |
| Sagespring Wealth Partners, Llc | 0.17% | 436,590 | $11,010,799 | $10,831,798 | -$179,001 | -1.63% | |
| Strid Group, Llc | 1.09% | 390,620 | $9,851,424 | $9,691,282 | -$160,142 | -1.63% | |
| Quotient Wealth Partners, Llc | 0.20% | 343,887 | $8,672,829 | $8,531,836 | -$140,993 | -1.63% | |
| Aptus Capital Advisors, Llc | 0.05% | 277,115 | $6,988,840 | $6,875,223 | -$113,617 | -1.63% | |
| Kestra Private Wealth Services, Llc | 0.08% | 273,525 | $6,898,309 | $6,786,155 | -$112,154 | -1.63% | |
| Raymond James Financial Inc | 0.00% | 266,019 | $6,709,001 | $6,599,931 | -$109,070 | -1.63% | |
| Ameriprise Financial Inc | 0.00% | 238,583 | $6,017,063 | $5,919,244 | -$97,819 | -1.63% | |
| Sevenbridge Financial Group, Llc | 0.84% | 227,262 | $5,699,726 | $5,638,370 | -$61,356 | -1.08% | |
| Perigon Wealth Management, Llc | 0.08% | 209,540 | $5,284,596 | $5,198,687 | -$85,909 | -1.63% | |
| Private Advisor Group, Llc | 0.02% | 206,620 | $5,210,962 | $5,126,242 | -$84,720 | -1.63% | |
| Integrated Wealth Concepts Llc | 0.03% | 205,614 | $5,185,594 | $5,101,283 | -$84,311 | -1.63% | |
| Jane Street Group, Llc | 0.00% | 200,998 | $5,069,170 | $4,986,760 | -$82,410 | -1.63% | |
| Adapt Wealth Advisors, Llc | 1.58% | 191,528 | $4,830,330 | $4,751,810 | -$78,520 | -1.63% | |
| Ausdal Financial Partners, Inc. | 0.19% | 191,159 | $4,821,039 | $4,742,655 | -$78,384 | -1.63% | |
| Cwm, Llc | 0.01% | 181,229 | $4,563,353 | $4,496,291 | -$67,062 | -1.47% | |
| Concurrent Investment Advisors, Llc | 0.04% | 176,204 | $4,443,865 | $4,371,621 | -$72,244 | -1.63% | |
| Truist Financial Corp | 0.01% | 170,722 | $4,305,611 | $4,235,613 | -$69,998 | -1.63% | |
| Journey Strategic Wealth Llc | 0.11% | 169,612 | $4,270,818 | $4,208,074 | -$62,744 | -1.47% | |
| Fluent Financial, Llc | 1.42% | 158,224 | $3,990,409 | $3,925,537 | -$64,872 | -1.63% | |
| Beacon Pointe Advisors, Llc | 0.02% | 143,429 | $3,617,272 | $3,558,473 | -$58,799 | -1.63% | |
| Legacy Wealth Advisors, Llc | 1.46% | 133,481 | $3,366,391 | $3,311,664 | -$54,727 | -1.63% | |
| Cary Street Partners Financial Llc | 0.07% | 131,764 | $3,323,091 | $3,269,065 | -$54,026 | -1.63% | |
| Rockefeller Capital Management L.P. | 0.00% | 128,346 | $3,236,903 | $3,184,264 | -$52,639 | -1.63% | |
| Mml Investors Services, Llc | 0.01% | 113,662 | $2,866,555 | $2,819,954 | -$46,601 | -1.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 107,871 | $2,720,520 | $2,676,280 | -$44,240 | -1.63% | |
| Td Private Client Wealth Llc | 0.05% | 99,473 | $2,508,709 | $2,467,925 | -$40,784 | -1.63% | |
| Perspective Wealth Advisors Llc | 1.36% | 98,187 | $2,476,276 | $2,436,019 | -$40,257 | -1.63% | |
| Cresset Asset Management, Llc | 0.01% | 97,715 | $2,464,372 | $2,424,309 | -$40,063 | -1.63% | |
| Whipplewood Advisors, Llc | 1.47% | 86,368 | $2,178,201 | $2,142,790 | -$35,411 | -1.63% | |
| Advisory Services Network, Llc | 0.02% | 85,453 | $2,155,128 | $2,120,089 | -$35,039 | -1.63% | |
| Nuveen, Llc | 0.00% | 79,703 | $2,010,094 | $1,977,431 | -$32,663 | -1.62% | |
| Platform Technology Partners | 0.30% | 72,675 | $1,832,855 | $1,803,067 | -$29,788 | -1.63% | |
| Davenport & Co Llc | 0.01% | 69,337 | $1,748,679 | $1,720,251 | -$28,428 | -1.63% | |
| Elequin Capital, Lp | 0.05% | 64,454 | $1,625,530 | $1,599,104 | -$26,426 | -1.63% | |
| Cornerstone Wealth Group, Llc | 0.09% | 61,619 | $1,554,021 | $1,528,767 | -$25,254 | -1.63% | |
| Juno Financial Group Llc | 0.54% | 60,639 | $1,529,324 | $1,504,454 | -$24,870 | -1.63% | |
| Citadel Advisors Llc | 0.00% | 60,551 | $1,527,096 | $1,502,270 | -$24,826 | -1.63% | |
| Urs Advisory Llc | 0.79% | 55,939 | $1,410,770 | $1,387,847 | -$22,923 | -1.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 52,122 | $1,312,422 | $1,293,147 | -$19,275 | -1.47% | |
| Kennedy Investment Group, Inc. | 0.44% | 51,044 | $1,287,327 | $1,266,402 | -$20,925 | -1.63% |
Frequently asked questions about TAFI
Who owns the most TAFI stock?
The largest holders of TAFI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AB TAX AWARE SHORT DUR MUNI (TAFI).
Is TAFI widely held by superinvestors?
Many widely followed stocks like TAFI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TAFI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.