Skip to content
Disclosery

TAFI AB ACTIVE ETFS INC

Follow

TAX AWARE SHRT (fund)

66 managers (66 13F filers) reported a position in TAFI shares at 2025-06-30, 29,338,111 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
66
13F filers
66
New
13
Added
34
Reduced
12
Sold out
2
Shares held by filers
29,338,111

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.19,357,348$486M0.16%+1,176,80713F-HRTimeline
LPL Financial LLC2,975,645$74.7M0.02%+94,85213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO696,961$17.5M<0.01%+249,46813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY529,841$13.3M<0.01%+114,28113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/482,737$12.1M<0.01%+257,28713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.472,485$11.9M0.02%+128,75913F-HR/ATimelineGroup
Sanctuary Advisors, LLC469,053$11.8M0.07%+27,48213F-HRTimeline
Atria Investments, Inc422,448$10.6M0.13%+44,71813F-HRTimeline
UBS Group AGin group UBS Group AG360,236$9.05M<0.01%+15,00113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC346,276$8.69M0.19%+335,06513F-HRTimeline
Strid Group, LLC339,139$8.52M1.2%-4,41513F-HRTimeline
SevenBridge Financial Group, LLC280,368$7.06M1.24%+59,62013F-HRTimeline
Aptus Capital Advisors, LLC278,549$6.99M0.07%+20,20013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC226,075$5.68M<0.01%+92,63713F-HRTimelineGroup
Quotient Wealth Partners, LLC178,649$4.49M0.13%+117,75613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP147,219$3.7M0.01%+81,05913F-HRTimelineGroup
Ausdal Financial Partners, Inc.146,129$3.67M0.24%-4,72413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC143,568$3.6M0.12%+52,17713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,775$2.15M<0.01%+22,34013F-HRTimeline
Smith Anglin Financial, LLC82,061$2.06M0.19%+68313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,658$2.05M<0.01%+4,41713F-HR/ATimelineGroup
Platform Technology Partners73,759$1.85M0.48%013F-HRTimeline
Cambridge Investment Research Advisors,…69,445$1.74M0.01%-8,77313F-HRTimeline
Fluent Financial, LLC68,256$1.71M0.71%+27,62913F-HRTimeline
Cornerstone Wealth Group, LLC60,234$1.51M0.11%+86913F-HRTimeline
Advisory Services Network, LLC59,607$1.5M0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,583$1.42M0.01%+29,44913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,382$1.39M<0.01%+17,69813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP54,971$1.38M<0.01%+34,43613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,785$1.15M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,178$1.06M<0.01%+3,12613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,225$1.01M<0.01%-35,40613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,197$959K<0.01%+7,48713F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC34,823$874K0.01%-8,53113F-HRTimeline
HARBOUR INVESTMENTS, INC.34,253$860K0.02%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…32,892$826K0.18%013F-HRTimeline
Fourth Dimension Wealth, LLC29,080$730K0.31%+42813F-HRTimeline
HB Wealth Management, LLC28,152$707K0.01%+23513F-HRTimeline
MML INVESTORS SERVICES, LLC27,579$693K<0.01%-13,38513F-HRTimeline
DAVENPORT & Co LLC27,309$686K<0.01%+8,11513F-HRTimeline
TME FINANCIAL, INC.24,345$611K0.49%+3,75413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,142$581K<0.01%+45013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,317$535K0.01%-2,48013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,035$528K<0.01%-2,06613F-HRTimelineGroup
RFG Advisory, LLC20,293$510K0.01%+16913F-HRTimeline
MATHER GROUP, LLC.20,235$508K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC19,650$493K0.01%-90013F-HRTimeline
VestGen Advisors, LLC19,605$492K0.02%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,180$482K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,696$469K<0.01%+1,93313F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC17,700$444K0.16%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.14,017$352K0.15%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,200$331K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC11,857$298K<0.01%-14,19313F-HRTimeline
Rockport Wealth LLC10,663$268K0.06%-2,57013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,030$252K<0.01%+1,69213F-HRTimelineGroup
Detalus Advisors, LLC9,805$246K0.07%new13F-HRTimeline
Alliance Wealth Advisors, LLC9,800$246K0.13%new13F-HRTimeline
PRIVATE TRUST CO NA9,281$233K0.02%-1,01013F-HRTimeline
Beacon Financial Advisory LLC9,208$231K0.06%new13F-HRTimeline
HighTower Advisors, LLC8,795$221K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,668$218K0.01%new13F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC8,590$216K0.1%new13F-HRTimeline
NewEdge Advisors, LLC5,014$126K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,055$76.7K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.