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TAFL · AB Tax-Aware Long Municipal ETF ETF

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$24.38 +0.06 (+0.25%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 19
Total Value: $38,887,082
Total Shares: 1,562,986

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 19 13F filers · Δ vs Dec 31, 2025
Top Holder
46.1%
Dec 2023 → Mar 2026 · range 46.1% – 100.0%
−10.0 pts
Top 5
78.7%
Dec 2023 → Mar 2026 · range 78.7% – 100.0%
−6.7 pts
Top 10
92.7%
Dec 2023 → Mar 2026 · range 92.7% – 100.0%
−5.1 pts
HHI
2,500
Dec 2023 → Mar 2026 · range 2,500 – 10,000
Highly concentrated−923

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
7
Decreased
3
Sold Out
3
Unchanged
3
Holder count: +3
Institutional value: -0.1%
Shares held: +0.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
HighTower Advisors, LLC +61,550 219,677
JANE STREET GROUP, LLC +17,036 62,527
COMMONWEALTH EQUITY SERVICES, LLC +13,361 31,307
Koshinski Asset Management, Inc. +9,983 20,959
Heck Capital Advisors, LLC +1,153 137,230

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
ALLIANCEBERNSTEIN L.P. −153,614 720,972
OSAIC HOLDINGS, INC. −37,587 43,449
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −22,440 42,171

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
ENVESTNET ASSET MANAGEMENT INC 72,043 $1,792,429
TRUIST FINANCIAL CORP 20,204 $502,675
Beacon Pointe Advisors, LLC 16,689 $415,222
Spire Wealth Management 13,192 $328,216
CARY STREET PARTNERS FINANCIAL LLC 8,077 $200,955

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,087 $302,114
Kestra Advisory Services, LLC 2,800 $69,986
UBS Group AG 316 $7,898
Filter: New 6 Increased 7 Reduced 3 Sold out 3 Unchanged 3
Showing 19 of 19
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
ALLIANCEBERNSTEIN L.P. TAFL $17,937,783 46.13% 720,972
HighTower Advisors, LLC TAFL $5,465,563 14.05% 219,677
Heck Capital Advisors, LLC TAFL $3,414,282 8.78% 137,230
Advisory Resource Group TAFL $1,993,957 5.13% 80,143
ENVESTNET ASSET MANAGEMENT INC TAFL $1,792,429 4.61% 72,043
JANE STREET GROUP, LLC TAFL $1,555,671 4.00% 62,527
OSAIC HOLDINGS, INC. TAFL $1,081,011 2.78% 43,449
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TAFL $1,049,214 2.70% 42,171
Capital Investment Counsel, Inc TAFL $995,200 2.56% 40,000
COMMONWEALTH EQUITY SERVICES, LLC TAFL $778,918 2.00% 31,307
HB Wealth Management, LLC TAFL $646,332 1.66% 25,978
Koshinski Asset Management, Inc. TAFL $521,459 1.34% 20,959
TRUIST FINANCIAL CORP TAFL $502,675 1.29% 20,204
Beacon Pointe Advisors, LLC TAFL $415,222 1.07% 16,689
Spire Wealth Management TAFL $328,216 0.84% 13,192
CARY STREET PARTNERS FINANCIAL LLC TAFL $200,955 0.52% 8,077
JPMORGAN CHASE & CO TAFL $166,074 0.43% 6,675
Capital Investment Advisory Services, LLC TAFL $29,856 0.08% 1,200
Advisory Services Network, LLC TAFL $12,265 0.03% 493