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Disclosery

TAFI AB ACTIVE ETFS INC

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TAX AWARE SHRT (fund)

85 managers (85 13F filers) reported a position in TAFI shares at 2025-12-31, 37,270,275 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
85
13F filers
85
New
11
Added
39
Reduced
21
Sold out
4
Shares held by filers
37,270,275

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.21,864,207$551M0.17%+1,123,25613F-HRTimeline
LPL Financial LLC3,625,398$91.4M0.02%+355,92613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,818,875$71.1M<0.01%+318,20313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/966,694$24.4M<0.01%+324,24913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO888,222$22.4M<0.01%+140,11413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.599,492$15.1M0.02%+36,22513F-HRTimelineGroup
Sanctuary Advisors, LLC598,508$15.1M0.08%+98,88313F-HRTimeline
UBS Group AGin group UBS Group AG411,305$10.4M<0.01%+27,59413F-HRTimelineGroup
Atria Investments, Inc385,956$9.73M0.11%-38,86113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC343,585$8.66M0.16%+8,78313F-HRTimeline
Strid Group, LLC335,595$8.46M1.05%-9,47513F-HRTimeline
SevenBridge Financial Group, LLC290,515$7.36M1.18%-4,94513F-HRTimeline
Aptus Capital Advisors, LLC290,515$7.32M0.06%-8,54513F-HRTimeline
Quantinno Capital Management LP285,100$7.19M0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,305$5.6M<0.01%+56,61413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC175,802$4.43M<0.01%-3,54813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC175,576$4.43M0.01%+131,88913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,644$4.28M<0.01%+81,88213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC167,586$4.22M0.11%+6,21513F-HRTimeline
Ausdal Financial Partners, Inc.153,487$3.87M0.18%+33,32713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,788$3.78M0.01%+9,91213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC129,816$3.27M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,602$3.09M0.01%+30,75113F-HR/ATimelineGroup
Quotient Wealth Partners, LLC121,073$3.05M0.08%-53,38113F-HRTimeline
Mariner, LLCin group Mariner, LLC102,511$2.58M<0.01%+12,24613F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC95,143$2.4M0.83%-61,50013F-HRTimeline
Advisory Services Network, LLC81,922$2.07M0.03%+14,88913F-HRTimeline
Whipplewood Advisors, LLC81,172$2.05M1.31%+61613F-HRTimeline
Fluent Financial, LLC80,044$2.02M0.77%+24,40313F-HRTimeline
Summit Financial, LLC78,627$1.99M0.03%-51,49713F-HRTimeline
Platform Technology Partners73,735$1.86M0.4%+1,58613F-HRTimeline
MML INVESTORS SERVICES, LLC72,535$1.83M<0.01%+3,51113F-HRTimeline
Cambridge Investment Research Advisors,…65,603$1.65M<0.01%-2,21713F-HRTimeline
Beacon Pointe Advisors, LLC61,883$1.56M0.01%-23,73913F-HRTimeline
Cornerstone Wealth Group, LLC57,786$1.46M0.1%-4,40213F-HRTimeline
Perigon Wealth Management, LLC57,292$1.44M0.03%+33,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,160$1.44M<0.01%+24,49913F-HRTimeline
Juno Financial Group LLC51,085$1.29M0.52%13F-HRTimeline
Private Advisor Group, LLC49,957$1.26M0.01%+4,99913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.47,537$1.2M0.45%+31,39713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,554$1.1M<0.01%-4113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.42,479$1.07M0.02%-1,09513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,986$958K<0.01%+9,03513F-HRTimelineGroup
URS Advisory LLC37,951$957K0.8%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…36,061$909K0.21%-56913F-HRTimeline
TME FINANCIAL, INC.35,592$897K0.63%+9,03913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,754$851K0.02%new13F-HR/ATimelineGroup
Legacy Wealth Advisors, LLC33,323$840K0.55%13F-HRTimeline
Fourth Dimension Wealth, LLC32,730$825K0.3%+4,31213F-HRTimeline
IHT Wealth Management, LLC32,097$809K0.02%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC29,931$755K0.16%013F-HRTimeline
HB Wealth Management, LLC28,596$721K<0.01%+21813F-HRTimeline
DAVENPORT & Co LLC26,418$666K<0.01%-6,20913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,031$656K0.01%-1,48413F-HRTimelineGroup
RFG Advisory, LLC25,869$652K0.01%+5,53313F-HRTimeline
CWM, LLCin group CWM, LLC24,289$612K<0.01%-6,38013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,821$601K0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.20,410$515K0.01%+7913F-HRTimeline
WADDELL & ASSOCIATES, LLC19,743$498K0.03%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.19,021$480K0.42%+8,63613F-HRTimeline
VestGen Advisors, LLC18,900$476K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC18,250$460K0.01%-1,40013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,977$453K<0.01%-1,40213F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC17,700$446K0.15%013F-HRTimeline
Brooklyn Investment Group14,861$376K0.02%new13F-HRTimeline
Embree Financial Group14,605$368K0.05%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,200$334K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC13,093$330K<0.01%+8,03913F-HRTimeline
Rockport Wealth LLC11,709$295K0.06%+1,18713F-HRTimeline
OneDigital Investment Advisors LLC11,623$293K<0.01%-12113F-HRTimeline
COMERICA BANK10,458$264K<0.01%+8,48613F-HRTimeline
HighTower Advisors, LLC10,395$262K<0.01%013F-HRTimeline
Alliance Wealth Advisors, LLC10,300$260K0.12%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,996$253K0.01%+1,39313F-HRTimelineGroup
Detalus Advisors, LLC9,805$247K0.06%013F-HRTimeline
Beacon Financial Advisory LLC9,243$233K0.05%+1713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,886$224K<0.01%013F-HRTimelineGroup
Worth Financial Advisory Group, LLC8,107$204K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA7,991$201K0.02%-1,29013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,319$109K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank3,720$93.8K0.04%013F-HRTimelineGroup
CDKV HOLDINGS LLC3,250$81.9K0.07%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,976$75K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,117$53.4K<0.01%+22613F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,500$37.8K<0.01%013F-HRTimeline