AB TAX AWARE INTER MUNI (TAFM) Institutional Shareholders
AB TAX AWARE INTER MUNI (TAFM) 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 $611.99M in TAFM holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of TAFM tracked by InsiderSet, reporting ownership valued at approximately $326.07M 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 $315.95M, representing an estimated loss of -3.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed TAFM value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Northrock Partners, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in AB TAX AWARE INTER MUNI (TAFM).
This page ranks the largest institutional TAFM 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
49
Total Reported Value
$611.99M
Largest Holder
Alliancebernstein L.P.
Largest Position
$326.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.11% | 12,890,848 | $326,074,000 | $315,954,684 | -$10,119,316 | -3.10% | |
| Northrock Partners, Llc | 1.44% | 3,874,626 | $99,500,397 | $94,967,083 | -$4,533,314 | -4.56% | |
| Lpl Financial Llc | 0.01% | 1,144,833 | $29,399,305 | $28,059,857 | -$1,339,448 | -4.56% | |
| Lvw Advisors, Llc | 2.33% | 1,050,870 | $26,986,342 | $25,756,824 | -$1,229,518 | -4.56% | |
| Fsm Wealth Advisors, Llc | 2.37% | 860,394 | $22,094,921 | $21,088,257 | -$1,006,664 | -4.56% | |
| Steward Partners Investment Advisory, Llc | 0.09% | 723,052 | $18,567,977 | $17,722,005 | -$845,972 | -4.56% | |
| Raymond James Financial Inc | 0.00% | 363,190 | $9,326,711 | $8,901,787 | -$424,924 | -4.56% | |
| Envestnet Asset Management Inc | 0.00% | 333,965 | $8,576,233 | $8,185,482 | -$390,751 | -4.56% | |
| Truist Financial Corp | 0.01% | 325,431 | $8,357,066 | $7,976,314 | -$380,752 | -4.56% | |
| Jane Street Group, Llc | 0.01% | 307,453 | $7,895,393 | $7,535,673 | -$359,720 | -4.56% | |
| Beacon Pointe Advisors, Llc | 0.04% | 297,986 | $7,652,282 | $7,303,637 | -$348,645 | -4.56% | |
| Dynasty Wealth Management, Llc | 0.03% | 181,260 | $4,654,754 | $4,442,683 | -$212,071 | -4.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 150,531 | $3,865,640 | $3,689,515 | -$176,125 | -4.56% | |
| Ausdal Financial Partners, Inc. | 0.13% | 132,843 | $3,411,407 | $3,255,982 | -$155,425 | -4.56% | |
| Advisory Resource Group | 0.49% | 127,890 | $3,284,215 | $3,134,584 | -$149,631 | -4.56% | |
| Ameritas Advisory Services, Llc | 0.05% | 100,000 | $2,568,000 | $2,451,000 | -$117,000 | -4.56% | |
| Cresset Asset Management, Llc | 0.01% | 95,719 | $2,458,064 | $2,346,073 | -$111,991 | -4.56% | |
| Private Advisor Group, Llc | 0.01% | 94,775 | $2,433,813 | $2,322,935 | -$110,878 | -4.56% | |
| Concurrent Investment Advisors, Llc | 0.02% | 85,095 | $2,185,240 | $2,085,678 | -$99,562 | -4.56% | |
| Leverty Financial Group, Llc | 0.38% | 75,118 | $1,929,030 | $1,841,142 | -$87,888 | -4.56% | |
| First American Trust, Fsb | 0.11% | 67,964 | $1,745,313 | $1,665,798 | -$79,515 | -4.56% | |
| Kestra Advisory Services, Llc | 0.01% | 62,638 | $1,608,534 | $1,535,257 | -$73,277 | -4.56% | |
| Sagespring Wealth Partners, Llc | 0.02% | 62,103 | $1,594,806 | $1,522,145 | -$72,661 | -4.56% | |
| Osaic Holdings, Inc. | 0.00% | 58,538 | $1,503,261 | $1,434,766 | -$68,495 | -4.56% | |
| Mai Capital Management | 0.00% | 47,368 | $1,216,409 | $1,160,990 | -$55,419 | -4.56% | |
| Wells Fargo & Company/Mn | 0.00% | 47,138 | $1,210,504 | $1,155,352 | -$55,152 | -4.56% | |
| Mml Investors Services, Llc | 0.00% | 46,643 | $1,197,797 | $1,143,220 | -$54,577 | -4.56% | |
| Pmg Wealth Management, Inc. | 0.69% | 43,350 | $1,109,977 | $1,062,509 | -$47,469 | -4.28% | |
| Barnes Pettey Financial Advisors, Llc | 0.33% | 40,576 | $1,041,992 | $994,518 | -$47,474 | -4.56% | |
| Capital Investment Counsel, Inc | 0.10% | 36,964 | $949,236 | $905,988 | -$43,248 | -4.56% | |
| Advisory Services Network, Llc | 0.01% | 35,242 | $905,018 | $863,781 | -$41,237 | -4.56% | |
| Newedge Advisors, Llc | 0.00% | 34,774 | $892,996 | $852,311 | -$40,685 | -4.56% | |
| Legacy Capital Wealth Partners, Llc | 0.17% | 34,713 | $891,430 | $850,816 | -$40,614 | -4.56% | |
| Jpmorgan Chase & Co | 0.00% | 26,713 | $685,723 | $654,736 | -$30,987 | -4.52% | |
| Great Valley Advisor Group, Inc. | 0.01% | 23,440 | $601,939 | $574,514 | -$27,425 | -4.56% | |
| Per Stirling Capital Management, Llc. | 0.04% | 16,935 | $434,891 | $415,077 | -$19,814 | -4.56% | |
| Btg Pactual Asset Management Us Llc | 0.03% | 15,704 | $403,279 | $384,905 | -$18,374 | -4.56% | |
| Arkadios Wealth Advisors | 0.01% | 14,309 | $367,447 | $350,714 | -$16,733 | -4.55% | |
| Elequin Capital, Lp | 0.01% | 12,950 | $332,556 | $317,405 | -$15,152 | -4.56% | |
| Cary Street Partners Financial Llc | 0.01% | 11,994 | $308,008 | $293,973 | -$14,035 | -4.56% | |
| Captrust Financial Advisors | 0.00% | 11,990 | $307,903 | $293,875 | -$14,028 | -4.56% | |
| Platform Technology Partners | 0.05% | 11,683 | $300,019 | $286,350 | -$13,669 | -4.56% | |
| Harbour Investments, Inc. | 0.00% | 10,345 | $265,660 | $253,556 | -$12,104 | -4.56% | |
| Wedbush Securities Inc | 0.01% | 9,747 | $250,000 | $238,899 | -$11,101 | -4.44% | |
| Sanctuary Advisors, Llc | 0.00% | 9,064 | $232,764 | $222,159 | -$10,605 | -4.56% | |
| Bos Asset Management, Llc | 0.05% | 8,201 | $210,603 | $201,007 | -$9,596 | -4.56% | |
| Tower Research Capital Llc (Trc) | 0.00% | 5,187 | $133,202 | $127,133 | -$6,069 | -4.56% | |
| Fifth Third Bancorp | 0.00% | 2,454 | $63,019 | $60,148 | -$2,871 | -4.56% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 28,554 | $733 | $699,859 | +$699,126 | +95378.65% |
Frequently asked questions about TAFM
Who owns the most TAFM stock?
The largest holders of TAFM 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 INTER MUNI (TAFM).
Is TAFM widely held by superinvestors?
Many widely followed stocks like TAFM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TAFM 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.