Skip to content
Disclosery

TAFI AB ACTIVE ETFS INC

Follow

TAX AWARE SHRT (fund)

55 managers (55 13F filers) reported a position in TAFI shares at 2025-03-31, 26,175,755 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
8
Added
28
Reduced
13
Sold out
5
Shares held by filers
26,175,755

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.18,180,541$456M0.17%+1,595,24913F-HRTimeline
LPL Financial LLC2,880,793$72.3M0.03%+510,05513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO447,493$11.2M<0.01%-53,06013F-HRTimelineGroup
Sanctuary Advisors, LLC441,571$11.1M0.08%+228,34213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY415,560$10.4M<0.01%+112,03913F-HRTimelineGroup
Atria Investments, Inc377,730$9.48M0.12%+215,10813F-HRTimeline
UBS Group AGin group UBS Group AG345,235$8.66M<0.01%-14,21113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.343,726$8.62M0.02%+2,22613F-HRTimelineGroup
Strid Group, LLC343,554$8.62M1.34%+23,29913F-HRTimeline
Aptus Capital Advisors, LLC258,349$6.48M0.07%+127,62713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/225,450$5.66M<0.01%new13F-HRTimelineGroup
SevenBridge Financial Group, LLC220,748$5.5M1.08%-46,22613F-HRTimeline
Ausdal Financial Partners, Inc.150,853$3.78M0.29%+5,95813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,438$3.35M<0.01%+39,32713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC91,391$2.29M0.08%-68,61313F-HRTimeline
Smith Anglin Financial, LLC81,378$2.04M0.22%+72913F-HRTimeline
Cambridge Investment Research Advisors,…78,218$1.96M0.01%-29413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…77,241$1.94M<0.01%+1,89713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,631$1.9M<0.01%-229,79913F-HR/ATimelineGroup
Platform Technology Partners73,759$1.85M0.54%+113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,160$1.66M<0.01%+20,24913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,435$1.59M<0.01%-28,08013F-HRTimeline
Quotient Wealth Partners, LLC60,893$1.53M0.05%new13F-HRTimeline
Cornerstone Wealth Group, LLC59,365$1.49M0.12%+8,51613F-HRTimeline
Beacon Pointe Advisors, LLC43,354$1.09M0.01%+30,16113F-HRTimeline
MML INVESTORS SERVICES, LLC40,964$1.03M<0.01%-4,34313F-HRTimeline
Fluent Financial, LLC40,627$1.02M0.44%+6,65213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,052$980K<0.01%+15,02413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,684$945K<0.01%+18,15813F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…32,892$825K0.21%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,710$771K<0.01%+2,77213F-HR/ATimelineGroup
Fourth Dimension Wealth, LLC28,652$719K0.35%+5,20613F-HRTimeline
HB Wealth Management, LLC27,917$700K0.01%+25013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,134$681K<0.01%+4,00013F-HRTimelineGroup
OneDigital Investment Advisors LLC26,050$654K0.01%013F-HRTimeline
Fielder Capital Group LLC23,806$597K0.17%-23,80613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,797$597K0.01%-4,13613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,101$580K<0.01%-1,00013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.22,692$569K<0.01%new13F-HRTimeline
TME FINANCIAL, INC.20,591$517K0.45%+9,17213F-HRTimeline
Kingsview Wealth Management, LLC20,550$516K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,535$515K<0.01%-17,83713F-HRTimelineGroup
RFG Advisory, LLC20,124$505K0.01%+2,17113F-HRTimeline
DAVENPORT & Co LLC19,194$482K<0.01%-3,39513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,180$481K<0.01%+21813F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC17,700$444K0.18%013F-HRTimeline
CWM, LLCin group CWM, LLC16,763$421K<0.01%+9,96013F-HRTimelineGroup
Rockport Wealth LLC13,233$332K0.12%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,200$331K<0.01%013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC11,211$281K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA10,291$258K0.03%+10313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,338$209K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,055$76.7K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC846$21.2K<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.