AB Tax Aware Short Dur MuniTAFIETF
13F holders, Q1 2025 (March 31)54holders +2
8new positions
5sold out
$25.09avg. 13F price*
At the end of Q1 2025, 54 institutions reported holding AB Tax Aware Short Dur Muni (TAFI) in their 13F filings, up 2 from Q4 2024. 8 opened new positions and 5 sold out. The largest holders were Alliancebernstein L.P. ($456.1M), LPL Financial LLC ($72.3M) and JPMorgan Chase & Co. ($11.2M).
- Company
- AB Tax Aware Short Dur Muni
- Filed as
- AB ACTIVE ETFS INC (Q1 2025)
- CUSIP
- 00039J202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $8.7M |
| Exits | 5 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,340,187 shares bought and 540,062 shares sold, net +2,800,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Alliancebernstein L.P. | 0.17% | Add +9.6% | 18,180,541 | $456.1M |
| LPL Financial LLC | 0.03% | Add +21.5% | 2,880,793 | $72.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 447,493 | $11.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +107.1% | 441,571 | $11.1M |
| Morgan Stanley | 0.00% | Add +36.9% | 415,560 | $10.4M |
| Atria Investments, Inc | 0.12% | Add +132.3% | 377,730 | $9.5M |
| UBS Group AG | 0.00% | Reduce -4.0% | 345,235 | $8.7M |
| Osaic Holdings, Inc. | 0.02% | Add +0.7% | 343,726 | $8.6M |
| Strid Group, LLC | 1.34% | Add +7.3% | 343,554 | $8.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +97.6% | 258,349 | $6.5M |
| Bank of America Corp. | 0.00% | New | 225,450 | $5.7M |
| SevenBridge Financial Group, LLC | 1.08% | Reduce -17.3% | 220,748 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +4.1% | 150,853 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.8% | 133,438 | $3.3M |
| Journey Strategic Wealth LLC | 0.08% | Reduce -42.9% | 91,391 | $2.3M |
| Smith Anglin Financial, LLC | 0.22% | Add +0.9% | 81,378 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.4% | 78,218 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.5% | 77,241 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -75.2% | 75,631 | $1.9M |
| Platform Technology Partners | 0.54% | Add +0.0% | 73,759 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +44.1% | 66,160 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.7% | 63,435 | $1.6M |
| Quotient Wealth Partners, LLC | 0.05% | New | 60,893 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.12% | Add +16.8% | 59,365 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +228.6% | 43,354 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -9.6% | 40,964 | $1.0M |
| Fluent Financial, LLC | 0.44% | Add +19.6% | 40,627 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +62.5% | 39,052 | $980K |
| Raymond James Financial Inc. | 0.00% | Add +93.0% | 37,684 | $945K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | No change | 32,892 | $825K |
| Royal Bank of Canada | 0.00% | Add +9.9% | 30,710 | $771K |
| Fourth Dimension Wealth, LLC | 0.35% | Add +22.2% | 28,652 | $719K |
| HB Wealth Management, LLC | 0.01% | Add +0.9% | 27,917 | $700K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.3% | 27,134 | $681K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 26,050 | $654K |
| Fielder Capital Group LLC | 0.17% | Reduce -50.0% | 23,806 | $597K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -14.8% | 23,797 | $597K |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 23,101 | $580K |
| Avantax Advisory Services, Inc. | 0.00% | New | 22,692 | $569K |
| Tme Financial, Inc. | 0.45% | Add +80.3% | 20,591 | $517K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 20,550 | $516K |
| Northern Trust Corp. | 0.00% | Reduce -46.5% | 20,535 | $515K |
| RFG Advisory, LLC | 0.01% | Add +12.1% | 20,124 | $505K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.0% | 19,194 | $482K |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 19,180 | $481K |
| Encompass Wealth Advisors, LLC | 0.18% | No change | 17,700 | $444K |
| Cwm, LLC | 0.00% | Add +146.4% | 16,763 | $421K |
| Rockport Wealth LLC | 0.12% | New | 13,233 | $332K |
| Lido Advisors, LLC | 0.00% | No change | 13,200 | $331K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 11,211 | $281K |
| Private Trust Co. NA | 0.03% | Add +1.0% | 10,291 | $258K |
| Equitable Holdings, Inc. | 0.00% | New | 8,338 | $209K |
| Wells Fargo & Company | 0.00% | New | 3,055 | $77K |
| Golden State Wealth Management, LLC | 0.00% | New | 846 | $21K |
"% of holder's portfolio" is TAFI's weight in each manager's 13F, not the share of AB Tax Aware Short Dur Muni the manager owns.