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Disclosery

TAFI AB ACTIVE ETFS INC

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TAX AWARE SHRT (fund)

74 managers (74 13F filers) reported a position in TAFI shares at 2025-09-30, 34,105,889 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
74
13F filers
74
New
14
Added
38
Reduced
17
Sold out
3
Shares held by filers
34,105,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.20,740,951$526M0.17%+1,383,60313F-HRTimeline
LPL Financial LLC3,269,472$82.8M0.02%+293,82713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,500,672$63.4M<0.01%+1,970,83113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO748,108$19M<0.01%+51,14713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/642,445$16.3M<0.01%+159,70813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.563,267$14.3M0.02%+90,78213F-HRTimelineGroup
Sanctuary Advisors, LLC499,625$12.7M0.07%+30,57213F-HR/ATimeline
Atria Investments, Inc424,817$10.8M0.12%+2,36913F-HRTimeline
UBS Group AGin group UBS Group AG383,711$9.72M<0.01%+23,47513F-HRTimelineGroup
Strid Group, LLC345,070$8.74M1.11%+5,93113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC334,802$8.48M0.17%-11,47413F-HRTimeline
Aptus Capital Advisors, LLC299,060$7.58M0.07%+20,51113F-HRTimeline
SevenBridge Financial Group, LLC295,460$7.46M1.23%+15,09213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC179,350$4.54M<0.01%-46,72513F-HRTimelineGroup
Integrated Wealth Concepts LLC178,153$4.51M0.04%new13F-HRTimeline
Quotient Wealth Partners, LLC174,454$4.42M0.12%-4,19513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165,691$4.2M<0.01%+127,49413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC161,371$4.09M0.12%+17,80313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC156,643$3.97M1.47%+148,05313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP139,876$3.54M<0.01%-7,34313F-HRTimelineGroup
Summit Financial, LLC130,124$3.3M0.05%new13F-HRTimeline
Ausdal Financial Partners, Inc.120,160$3.04M0.15%-25,96913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…91,851$2.33M<0.01%+10,19313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC90,265$2.29M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,762$2.22M<0.01%+32,38013F-HRTimelineGroup
Beacon Pointe Advisors, LLC85,622$2.17M0.02%+50,79913F-HRTimeline
Whipplewood Advisors, LLC80,556$2.04M1.34%new13F-HRTimeline
Platform Technology Partners72,149$1.83M0.44%-1,61013F-HRTimeline
MML INVESTORS SERVICES, LLC69,024$1.75M<0.01%+41,44513F-HRTimeline
Cambridge Investment Research Advisors,…67,820$1.72M<0.01%-1,62513F-HRTimeline
Advisory Services Network, LLC67,033$1.7M0.02%+7,42613F-HRTimeline
Cornerstone Wealth Group, LLC62,188$1.58M0.11%+1,95413F-HRTimeline
Fluent Financial, LLC55,641$1.41M0.55%-12,61513F-HRTimeline
Private Advisor Group, LLC44,958$1.14M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,687$1.11M<0.01%+1,50913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,595$1.1M0.01%-12,98813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.43,574$1.1M0.03%+9,32113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,233$1.04M<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…36,630$928K0.2%+3,73813F-HRTimeline
DAVENPORT & Co LLC32,627$827K<0.01%+5,31813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,661$826K<0.01%-53,11413F-HRTimeline
CWM, LLCin group CWM, LLC30,669$777K<0.01%+11,97313F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC29,931$758K0.16%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,951$734K<0.01%+7,91613F-HRTimelineGroup
Fourth Dimension Wealth, LLC28,418$720K0.27%-66213F-HRTimeline
HB Wealth Management, LLC28,378$719K<0.01%+22613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…27,515$697K0.01%+6,19813F-HRTimelineGroup
TME FINANCIAL, INC.26,553$673K0.5%+2,20813F-HRTimeline
Perigon Wealth Management, LLC24,292$616K0.01%new13F-HRTimeline
RFG Advisory, LLC20,336$515K0.01%+4313F-HRTimeline
MATHER GROUP, LLC.20,331$515K0.01%+9613F-HRTimeline
Kingsview Wealth Management, LLC19,650$498K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,379$491K<0.01%+19913F-HRTimelineGroup
VestGen Advisors, LLC18,900$479K0.02%-70513F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,700$449K0.15%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.16,140$409K0.16%+2,12313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,200$334K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC11,744$298K<0.01%-11313F-HRTimeline
Rockport Wealth LLC10,522$267K0.05%-14113F-HRTimeline
Enclave Advisors LLC10,495$266K0.04%new13F-HRTimeline
HighTower Advisors, LLC10,395$263K<0.01%+1,60013F-HRTimeline
ORBA Wealth Advisors, L.L.C.10,385$263K0.22%new13F-HRTimeline
Alliance Wealth Advisors, LLC10,300$261K0.13%+50013F-HRTimeline
Detalus Advisors, LLC9,805$248K0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,609$243K<0.01%-36,17613F-HRTimelineGroup
PRIVATE TRUST CO NA9,281$235K0.02%013F-HRTimeline
Beacon Financial Advisory LLC9,226$234K0.05%+1813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,886$225K<0.01%-46,08513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,603$218K0.01%-6513F-HRTimelineGroup
NewEdge Advisors, LLC5,054$128K<0.01%+4013F-HRTimeline
United Community Bankin group United Community Bank3,720$94.3K0.03%new13F-HRTimelineGroup
COMERICA BANK1,972$50K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,891$47.9K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,500$38K<0.01%new13F-HRTimeline