TAFM Institutional Ownership & Shareholders
AB TAX AWARE INTER MUNI (TAFM) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $605.58M 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 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 $319.31M, representing an estimated loss of -2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% 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
52
Total Reported Value
$605.58M
Largest Holder
Alliancebernstein L.P.
Largest Position
$326.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $319,306,305 | -$6,767,695 | -2.08% | |
| Northrock Partners, Llc | 1.44% | 3,874,626 | $99,500,397 | $95,974,486 | -$3,525,911 | -3.54% | |
| Lpl Financial Llc | 0.01% | 1,144,833 | $29,399,305 | $28,357,513 | -$1,041,792 | -3.54% | |
| Fsm Wealth Advisors, Llc | 2.15% | 872,393 | $20,824,010 | $21,609,175 | +$785,165 | +3.77% | |
| Steward Partners Investment Advisory, Llc | 0.09% | 723,052 | $18,567,977 | $17,909,998 | -$657,979 | -3.54% | |
| Lvw Advisors, Llc | 1.55% | 763,784 | $18,323,179 | $18,918,930 | +$595,751 | +3.25% | |
| Raymond James Financial Inc | 0.00% | 363,190 | $9,326,711 | $8,996,216 | -$330,495 | -3.54% | |
| Envestnet Asset Management Inc | 0.00% | 333,965 | $8,576,233 | $8,272,313 | -$303,920 | -3.54% | |
| Jane Street Group, Llc | 0.01% | 307,453 | $7,895,393 | $7,615,611 | -$279,782 | -3.54% | |
| Beacon Pointe Advisors, Llc | 0.04% | 297,986 | $7,652,282 | $7,381,113 | -$271,169 | -3.54% | |
| Truist Financial Corp | 0.01% | 307,756 | $7,383,077 | $7,623,116 | +$240,039 | +3.25% | |
| Leverty Financial Group, Llc | 1.04% | 238,217 | $5,714,826 | $5,900,635 | +$185,809 | +3.25% | |
| Dynasty Wealth Management, Llc | 0.03% | 181,260 | $4,654,754 | $4,489,810 | -$164,944 | -3.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 150,531 | $3,865,640 | $3,728,653 | -$136,987 | -3.54% | |
| Ausdal Financial Partners, Inc. | 0.13% | 132,843 | $3,411,407 | $3,290,521 | -$120,886 | -3.54% | |
| Advisory Resource Group | 0.46% | 131,919 | $3,164,741 | $3,267,634 | +$102,893 | +3.25% | |
| Ameritas Advisory Services, Llc | 0.05% | 100,000 | $2,568,000 | $2,477,000 | -$91,000 | -3.54% | |
| Cresset Asset Management, Llc | 0.01% | 95,719 | $2,458,064 | $2,370,960 | -$87,104 | -3.54% | |
| Private Advisor Group, Llc | 0.01% | 94,775 | $2,433,813 | $2,347,577 | -$86,236 | -3.54% | |
| Concurrent Investment Advisors, Llc | 0.01% | 82,093 | $1,969,411 | $2,033,444 | +$64,033 | +3.25% | |
| Wagner Wealth Management, Llc | 0.33% | 78,417 | $1,881,224 | $1,942,389 | +$61,165 | +3.25% | |
| First American Trust, Fsb | 0.11% | 67,964 | $1,745,313 | $1,683,468 | -$61,845 | -3.54% | |
| Kestra Advisory Services, Llc | 0.01% | 62,638 | $1,608,534 | $1,551,543 | -$56,991 | -3.54% | |
| Osaic Holdings, Inc. | 0.00% | 58,538 | $1,503,261 | $1,449,986 | -$53,275 | -3.54% | |
| Mai Capital Management | 0.00% | 47,368 | $1,216,409 | $1,173,305 | -$43,104 | -3.54% | |
| Wells Fargo & Company/Mn | 0.00% | 47,138 | $1,210,504 | $1,167,608 | -$42,896 | -3.54% | |
| Mml Investors Services, Llc | 0.00% | 46,643 | $1,197,797 | $1,155,347 | -$42,450 | -3.54% | |
| Pmg Wealth Management, Inc. | 0.69% | 43,350 | $1,109,977 | $1,073,780 | -$36,198 | -3.26% | |
| Barnes Pettey Financial Advisors, Llc | 0.33% | 40,576 | $1,041,992 | $1,005,068 | -$36,924 | -3.54% | |
| Legacy Capital Wealth Partners, Llc | 0.19% | 37,998 | $911,577 | $941,210 | +$29,633 | +3.25% | |
| Advisory Services Network, Llc | 0.01% | 35,242 | $905,018 | $872,944 | -$32,074 | -3.54% | |
| Newedge Advisors, Llc | 0.00% | 34,774 | $892,996 | $861,352 | -$31,644 | -3.54% | |
| Capital Investment Counsel, Inc | 0.09% | 36,964 | $886,766 | $915,598 | +$28,832 | +3.25% | |
| Jpmorgan Chase & Co | 0.00% | 26,713 | $685,723 | $661,681 | -$24,042 | -3.51% | |
| Sagespring Wealth Partners, Llc | 0.01% | 27,337 | $655,825 | $677,137 | +$21,312 | +3.25% | |
| Great Valley Advisor Group, Inc. | 0.01% | 23,440 | $601,939 | $580,609 | -$21,330 | -3.54% | |
| Per Stirling Capital Management, Llc. | 0.04% | 16,935 | $434,891 | $419,480 | -$15,411 | -3.54% | |
| Btg Pactual Asset Management Us Llc | 0.03% | 15,704 | $403,279 | $388,988 | -$14,291 | -3.54% | |
| Wealthcare Advisory Partners Llc | 0.01% | 15,824 | $379,618 | $391,960 | +$12,342 | +3.25% | |
| Arkadios Wealth Advisors | 0.01% | 14,309 | $367,447 | $354,434 | -$13,013 | -3.54% | |
| Elequin Capital, Lp | 0.01% | 12,950 | $332,556 | $320,772 | -$11,785 | -3.54% | |
| Cary Street Partners Financial Llc | 0.01% | 11,994 | $308,008 | $297,091 | -$10,917 | -3.54% | |
| Captrust Financial Advisors | 0.00% | 11,990 | $307,903 | $296,992 | -$10,911 | -3.54% | |
| Platform Technology Partners | 0.05% | 11,683 | $300,019 | $289,388 | -$10,631 | -3.54% | |
| Harbour Investments, Inc. | 0.00% | 10,345 | $265,660 | $256,246 | -$9,414 | -3.54% | |
| Sanctuary Advisors, Llc | 0.00% | 9,064 | $232,764 | $224,515 | -$8,249 | -3.54% | |
| Aletheian Wealth Advisors Llc | 0.08% | 8,620 | $206,794 | $213,517 | +$6,723 | +3.25% | |
| Tower Research Capital Llc (Trc) | 0.00% | 5,187 | $133,202 | $128,482 | -$4,720 | -3.54% | |
| Fifth Third Bancorp | 0.00% | 2,454 | $63,019 | $60,786 | -$2,233 | -3.54% | |
| Capital Investment Advisory Services, Llc | 0.00% | 815 | $19,562 | $20,188 | +$626 | +3.20% |
Frequently asked questions about TAFM
Who are the largest institutional holders of TAFM?
The largest institutional holders of TAFM reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Northrock Partners, Llc, Lpl Financial Llc, Fsm Wealth Advisors, Llc, and Steward Partners Investment Advisory, Llc. InsiderSet ranks institutional holders by their latest reported TAFM position.
What is TAFM institutional ownership?
This page tracks TAFM positions reported by institutional investment managers through SEC Form 13F. AB TAX AWARE INTER MUNI (TAFM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAFM?
InsiderSet currently tracks 52 institutional managers reporting TAFM 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 TAFM shareholders.
How much TAFM stock do institutions own?
Institutional investment managers disclosed approximately $605.58M in TAFM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAFM institutional ownership last updated?
The latest TAFM 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 TAFM 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 TAFM position after the reporting date.
Are institutions buying or selling TAFM?
Institutional buying and selling can be analyzed by comparing TAFM positions across consecutive 13F reporting periods. InsiderSet's TAFM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAFM ownership changes.
How has TAFM institutional ownership changed over time?
InsiderSet tracks TAFM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.