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Disclosery

TAFM AB ACTIVE ETFS INC

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TAX AW INTER ETF (fund)

41 managers (41 13F filers) reported a position in TAFM shares at 2025-12-31, 16,430,432 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
41
New
11
Added
21
Reduced
6
Sold out
2
Shares held by filers
16,430,432

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.9,636,751$245M0.08%+2,068,31313F-HRTimeline
NorthRock Partners, LLC1,272,801$32.4M0.55%-67,09013F-HRTimeline
LVW Advisors, LLC1,005,869$25.6M2.59%+38,42313F-HRTimeline
LPL Financial LLC768,299$19.5M0.01%+146,26813F-HRTimeline
HighTower Advisors, LLC555,602$14.1M0.02%+5,00913F-HRTimeline
FSM Wealth Advisors, LLC443,104$11.3M1.54%+85,61213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO288,885$7.34M<0.01%+275,18313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP277,440$7.05M0.01%+49,93013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC196,604$5M<0.01%+45,10413F-HRTimelineGroup
Americana Partners, LLC190,402$4.84M0.13%-8,80113F-HRTimeline
Dynasty Wealth Management, LLC175,156$4.45M0.04%+2,31113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC169,871$4.32M0.01%+65,80213F-HRTimelineGroup
Beacon Pointe Advisors, LLC149,224$3.79M0.03%+82,07513F-HRTimeline
Ausdal Financial Partners, Inc.143,475$3.65M0.17%+2,31413F-HRTimeline
Advisory Resource Group121,986$3.1M0.55%-12813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,089$2.95M<0.01%-109,45113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC113,719$2.89M<0.01%-171,33113F-HR/ATimelineGroup
Leverty Financial Group, LLC92,274$2.35M0.56%+83,69213F-HRTimeline
Elequin Capital, LP88,061$2.24M0.29%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…80,187$2.04M0.02%+15,08613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,029$1.58M<0.01%+17,30113F-HRTimelineGroup
Private Advisor Group, LLC61,327$1.56M0.01%+2,88313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,217$1.56M<0.01%+4,63013F-HRTimeline
NewEdge Advisors, LLC55,309$1.41M0.01%-20,41513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,444$977K<0.01%+23,78613F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC37,305$948K0.2%+24,88013F-HRTimeline
Capital Investment Counsel, Inc35,464$901K0.11%+9,00013F-HRTimeline
Advisory Services Network, LLC35,242$896K0.01%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC31,562$802K0.4%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,440$596K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,870$581K<0.01%+20013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,799$402K0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC15,408$392K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,221$260K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC10,070$256K<0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.9,200$234K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,855$200K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,605$142K0.01%new13F-HRTimeline
COMERICA BANK3,521$89.5K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,745$44.4K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,000$25.4K<0.01%013F-HRTimeline