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Disclosery

TAFI AB ACTIVE ETFS INC

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TAX AWARE SHRT (fund)

96 managers (97 13F filers) reported a position in TAFI shares at 2026-06-30, 45,795,506 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
96
13F filers
97
New
13
Added
53
Reduced
23
Sold out
10
Shares held by filers
45,795,506

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.25,635,884$646M0.21%+2,968,68913F-HRTimeline
LPL Financial LLC3,858,906$97.3M0.02%+47,08413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,126,607$78.9M<0.01%+405,27713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,393,076$35.1M<0.01%+310,92013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,241,641$31.3M<0.01%+923,64513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA847,767$21.4M<0.01%+246,01513F-HRTimelineGroup
Sanctuary Advisors, LLC646,462$16.3M0.08%+38,90113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.641,682$16.2M0.02%+93,02713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC601,752$15.2M<0.01%+101,89213F-HRTimelineGroup
UBS Group AGin group UBS Group AG492,980$12.4M<0.01%+94,42513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC436,590$11M0.17%+45,61513F-HRTimeline
Strid Group, LLC390,620$9.85M1.09%+2,16313F-HRTimeline
Quotient Wealth Partners, LLC343,887$8.67M0.2%+107,46813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding320,315$8.08M+124,576Timeline
HighTower Advisors, LLC312,151$7.87M0.01%+42,80313F-HRTimeline
Aptus Capital Advisors, LLC277,115$6.99M0.05%-4,94513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC266,019$6.71M<0.01%+46,10813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC238,583$6.02M<0.01%new13F-HRTimelineGroup
SevenBridge Financial Group, LLC227,262$5.7M0.84%-50,55313F-HRTimeline
Perigon Wealth Management, LLC209,540$5.28M0.08%+132,30613F-HRTimeline
Integrated Wealth Concepts LLC207,234$5.23M0.03%-6,83313F-HRTimeline
Private Advisor Group, LLC206,620$5.21M0.02%+125,18913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC200,998$5.07M<0.01%-7,19013F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC191,528$4.83M1.58%-14,81013F-HRTimeline
Ausdal Financial Partners, Inc.191,159$4.82M0.19%+24,64913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…176,204$4.44M0.04%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP170,722$4.31M0.01%+12,20313F-HRTimelineGroup
Fluent Financial, LLC158,224$3.99M1.42%+7,43413F-HRTimeline
Beacon Pointe Advisors, LLC143,429$3.62M0.02%+58,43813F-HRTimeline
Legacy Wealth Advisors, LLC133,481$3.37M1.46%+99,68213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…131,764$3.32M0.07%+91,40513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…128,346$3.24M<0.01%-10,61213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC113,662$2.87M0.01%-15,61913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC107,871$2.72M<0.01%+41,06213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC99,473$2.51M0.05%new13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC98,187$2.48M1.36%new13F-HRTimeline
Cresset Asset Management, LLC97,715$2.46M0.01%+63,42813F-HRTimeline
Whipplewood Advisors, LLC86,368$2.18M1.47%+7,57813F-HRTimeline
Advisory Services Network, LLC85,453$2.16M0.02%+82613F-HRTimeline
Cambridge Investment Research Advisors,…81,665$2.06M<0.01%+17,02413F-HR/ATimeline
Nuveen, LLCin group TIAA79,703$2.01M<0.01%new13F-HRTimelineGroup
Platform Technology Partners72,675$1.83M0.3%-1,06013F-HRTimeline
DAVENPORT & Co LLC69,337$1.75M0.01%+36,51913F-HRTimeline
Elequin Capital, LP64,454$1.63M0.05%+2513F-HRTimeline
Cornerstone Wealth Group, LLC61,619$1.55M0.09%-3413F-HRTimeline
Juno Financial Group LLC60,639$1.53M0.54%+1,14513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,551$1.53M<0.01%new13F-HRTimelineGroup
URS Advisory LLC55,939$1.41M0.79%+10,28913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,122$1.31M<0.01%-1,97813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.51,044$1.29M0.44%+4113F-HRTimeline
Summit Financial, LLC43,052$1.09M0.01%-5,89813F-HRTimeline
Embree Financial Group42,650$1.08M0.11%-10,10513F-HRTimeline
VestGen Advisors, LLC42,049$1.06M0.03%+5,36813F-HRTimeline
Modern Wealth Management, LLC40,735$1.03M0.01%-2,73513F-HRTimeline
TME FINANCIAL, INC.36,200$913K0.56%+45013F-HRTimeline
Fourth Dimension Wealth, LLC35,728$901K0.28%+2,55913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,075$859K<0.01%-1,82613F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC29,931$755K0.14%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…29,602$747K0.16%-6,45913F-HRTimeline
HB Wealth Management, LLC28,971$731K<0.01%+14613F-HRTimeline
IHT Wealth Management, LLC27,659$698K0.01%-166,11013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,090$684K0.02%-10,21013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,829$601K<0.01%+20,71613F-HRTimelineGroup
Certified Advisory Corp23,563$594K0.05%new13F-HRTimeline
RFG Advisory, LLC23,373$589K0.01%-5,46013F-HRTimeline
MATHER GROUP, LLC.21,580$544K<0.01%+26113F-HRTimeline
ORBA Wealth Advisors, L.L.C.21,320$538K0.46%-1,20013F-HRTimeline
AlphaStar Capital Management, LLC20,000$504K0.03%new13F-HRTimeline
Integras Partners LLC18,514$467K0.26%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,700$446K0.14%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,794$424K<0.01%+4,36413F-HRTimelineGroup
Atria Investments, Inc16,354$412K<0.01%+38213F-HRTimeline
HARBOUR INVESTMENTS, INC.15,687$396K0.01%+6,96613F-HRTimeline
Kingsview Wealth Management, LLC15,000$378K<0.01%-25013F-HRTimeline
&PARTNERS14,920$376K<0.01%+5,37813F-HRTimeline
CHOREO, LLC14,688$370K<0.01%+27113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,524$366K0.01%+12,65013F-HRTimelineGroup
Tempo Wealth, LLC14,461$365K0.05%new13F-HRTimeline
NewEdge Advisors, LLC13,174$332K<0.01%+4013F-HRTimeline
Brookwood Investment Group LLC12,748$322K0.04%new13F-HRTimeline
Quantinno Capital Management LP11,980$302K<0.01%+1613F-HRTimeline
Worth Financial Advisory Group, LLC11,228$283K0.12%new13F-HRTimeline
OLD MISSION CAPITAL LLC10,559$266K0.01%new13F-HRTimeline
Hapanowicz & Associates Financial Servi…9,827$248K0.08%013F-HRTimeline
Detalus Advisors, LLC9,805$247K0.05%013F-HRTimeline
Alliance Wealth Advisors, LLC9,800$247K0.1%-30013F-HRTimeline
Rockport Wealth LLC9,603$242K0.04%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,949$226K0.01%-307,24313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,533$165K<0.01%+1,68613F-HRTimelineGroup
PRIVATE TRUST CO NA5,918$149K0.01%-1,36913F-HRTimeline
AE Wealth Management LLC5,147$130K<0.01%+43713F-HRTimeline
Princeton Global Asset Management LLC4,518$114K0.02%+83413F-HRTimeline
United Community Bankin group United Community Bank3,880$97.9K0.03%+16013F-HRTimelineGroup
CDKV HOLDINGS LLC3,250$82K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…1,500$37.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$328<0.01%013F-HRTimelineGroup