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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 2026-03-31, 39,962,698 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
96
13F filers
97
New
17
Added
47
Reduced
24
Sold out
5
Shares held by filers
39,962,698

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.22,667,195$571M0.19%+802,98813F-HRTimeline
LPL Financial LLC3,811,822$96M0.03%+186,42413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,721,330$68.5M<0.01%-97,54513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,082,156$27.2M<0.01%+115,46213F-HRTimelineGroup
Sanctuary Advisors, LLC607,561$15.3M0.08%+9,05313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA601,752$15.2M<0.01%+379,44713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.548,655$13.8M0.02%-50,83713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC499,860$12.6M<0.01%+324,05813F-HRTimelineGroup
UBS Group AGin group UBS Group AG398,555$10M<0.01%-12,75013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC390,975$9.84M0.18%+47,39013F-HRTimeline
Strid Group, LLC388,457$9.78M1.21%+52,86213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO317,996$7.99M<0.01%-570,22613F-HR/ATimelineGroup
EVOLVE PRIVATE WEALTH, LLC316,192$7.96M0.43%new13F-HRTimeline
Aptus Capital Advisors, LLC282,060$7.1M0.06%-8,45513F-HRTimeline
SevenBridge Financial Group, LLC277,815$7.01M1.1%-12,70013F-HRTimeline
HighTower Advisors, LLC269,348$6.78M0.01%+258,95313F-HRTimeline
Quotient Wealth Partners, LLC236,419$5.95M0.16%+115,34613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC219,911$5.54M<0.01%+50,26713F-HRTimelineGroup
Integrated Wealth Concepts LLC214,067$5.39M0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC208,188$5.24M0.01%+78,37213F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC206,338$5.2M1.88%+111,19513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding195,739$4.93M+152,185Timeline
IHT Wealth Management, LLC193,769$4.88M0.11%+161,67213F-HRTimeline
CWM, LLCin group CWM, LLC181,229$4.56M0.01%+156,94013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC169,612$4.27M0.11%+2,02613F-HRTimeline
Ausdal Financial Partners, Inc.166,510$4.19M0.19%+13,02313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP158,519$3.99M0.01%+8,73113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC155,635$3.92M<0.01%+53,12413F-HRTimelineGroup
Fluent Financial, LLC150,790$3.8M1.39%+70,74613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…138,958$3.5M0.01%+16,35613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC129,281$3.26M0.01%+56,74613F-HRTimeline
Independent Advisor Alliance99,614$2.51M0.03%new13F-HRTimeline
Beacon Pointe Advisors, LLC84,991$2.14M0.01%+23,10813F-HRTimeline
Advisory Services Network, LLC84,627$2.13M0.03%+2,70513F-HRTimeline
Private Advisor Group, LLC81,431$2.05M0.01%+31,47413F-HRTimeline
Whipplewood Advisors, LLC78,790$1.98M1.03%-2,38213F-HRTimeline
Perigon Wealth Management, LLC77,234$1.94M0.04%+19,94213F-HRTimeline
Platform Technology Partners73,735$1.86M0.36%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,809$1.68M<0.01%-108,76713F-HRTimeline
Cambridge Investment Research Advisors,…64,641$1.63M<0.01%-96213F-HRTimeline
Elequin Capital, LP64,429$1.63M0.15%new13F-HRTimeline
Cornerstone Wealth Group, LLC61,653$1.55M0.1%+3,86713F-HRTimeline
Juno Financial Group LLC59,494$1.5M0.59%+8,40913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…54,100$1.36M<0.01%-3,06013F-HRTimeline
Embree Financial Group52,755$1.33M0.16%+38,15013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.51,003$1.28M0.5%+3,46613F-HRTimeline
Summit Financial, LLC48,950$1.23M0.02%-29,67713F-HRTimeline
URS Advisory LLC45,650$1.15M0.84%+7,69913F-HRTimeline
Brooklyn Investment Group45,490$1.15M0.04%+30,62913F-HRTimeline
Modern Wealth Management, LLC43,470$1.09M0.02%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,359$1.02M0.03%+16,53813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC37,300$939K0.02%+3,54613F-HRTimelineGroup
VestGen Advisors, LLC36,681$923K0.03%+17,78113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…36,061$908K0.21%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,901$904K<0.01%-2,08513F-HRTimelineGroup
TME FINANCIAL, INC.35,750$900K0.62%+15813F-HRTimeline
Cresset Asset Management, LLC34,287$863K<0.01%new13F-HRTimeline
Legacy Wealth Advisors, LLC33,799$851K0.43%+47613F-HRTimeline
Fourth Dimension Wealth, LLC33,169$835K0.32%+43913F-HRTimeline
DAVENPORT & Co LLC32,818$826K<0.01%+6,40013F-HRTimeline
WADDELL & ASSOCIATES, LLC31,446$792K0.04%+11,70313F-HRTimeline
Legacy Capital Wealth Partners, LLC29,931$754K0.16%013F-HRTimeline
RFG Advisory, LLC28,833$726K0.01%+2,96413F-HRTimeline
HB Wealth Management, LLC28,825$726K<0.01%+22913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…27,048$681K0.01%+1,01713F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.22,520$567K0.68%+3,49913F-HRTimeline
MATHER GROUP, LLC.21,319$537K0.01%+90913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,115$506K<0.01%new13F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC17,700$446K0.16%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,472$415K<0.01%-1,50513F-HRTimelineGroup
Atria Investments, Inc15,972$402K<0.01%-369,98413F-HRTimeline
Kingsview Wealth Management, LLC15,250$384K0.01%-3,00013F-HRTimeline
CHOREO, LLC14,417$363K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC13,134$331K<0.01%+4113F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,430$313K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP11,964$301K<0.01%-273,13613F-HRTimeline
OneDigital Investment Advisors LLC11,504$290K<0.01%-11913F-HRTimeline
FLOW TRADERS U.S. LLC11,354$286K0.01%new13F-HRTimeline
Alliance Wealth Advisors, LLC10,100$254K0.12%-20013F-HRTimeline
Hapanowicz & Associates Financial Servi…9,827$247K0.1%new13F-HRTimeline
Detalus Advisors, LLC9,805$247K0.06%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,743$245K0.01%-25313F-HRTimelineGroup
Rockport Wealth LLC9,603$242K0.04%-2,10613F-HRTimeline
&PARTNERS9,542$240K<0.01%new13F-HRTimeline
Henderson Brothers Financial Partners, …9,440$238K0.06%13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,721$220K<0.01%-33,75813F-HRTimeline
PRIVATE TRUST CO NA7,287$183K0.02%-70413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,847$122K<0.01%+2,73013F-HRTimelineGroup
AE Wealth Management LLC4,710$119K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank3,720$93.7K0.03%013F-HRTimelineGroup
Princeton Global Asset Management LLC3,684$92.8K0.02%new13F-HRTimeline
CDKV HOLDINGS LLC3,250$81.8K0.07%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,113$78.4K<0.01%-1,20613F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,874$47.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,500$37.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$327<0.01%new13F-HRTimelineGroup