AB Tax Aware Short Dur MuniTAFIETF
13F holders, Q1 2026 (March 31)97holders +12
17new positions
5sold out
$25.20avg. 13F price*
At the end of Q1 2026, 97 institutions reported holding AB Tax Aware Short Dur Muni (TAFI) in their 13F filings, up 12 from Q4 2025. 17 opened new positions and 5 sold out. The largest holders were Alliancebernstein L.P. ($571.4M), LPL Financial LLC ($96.0M) and Morgan Stanley ($68.5M).
- Company
- AB Tax Aware Short Dur Muni
- Filed as
- AB ACTIVE ETFS INC (Q1 2026)
- CUSIP
- 00039J202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $25.6M |
| Exits | 5 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,325,085 shares bought and 1,631,644 shares sold, net +2,693,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Alliancebernstein L.P. | 0.19% | Add +3.7% | 22,667,195 | $571.4M |
| LPL Financial LLC | 0.03% | Add +5.1% | 3,811,822 | $96.0M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 2,721,330 | $68.5M |
| Bank of America Corp. | 0.00% | Add +11.9% | 1,082,156 | $27.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +1.5% | 607,561 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +170.7% | 601,752 | $15.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.5% | 548,655 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +184.3% | 499,860 | $12.6M |
| UBS Group AG | 0.00% | Reduce -3.1% | 398,555 | $10.0M |
| Sagespring Wealth Partners, LLC | 0.18% | Add +13.8% | 390,975 | $9.8M |
| Strid Group, LLC | 1.21% | Add +15.8% | 388,457 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.2% | 317,996 | $8.0M |
| Evolve Private Wealth, LLC | 0.43% | New | 316,192 | $8.0M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -2.9% | 282,060 | $7.1M |
| SevenBridge Financial Group, LLC | 1.10% | Reduce -4.4% | 277,815 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +2491.1% | 269,348 | $6.8M |
| Quotient Wealth Partners, LLC | 0.16% | Add +95.3% | 236,419 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +29.6% | 219,911 | $5.5M |
| Integrated Wealth Concepts LLC | 0.04% | New | 214,067 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +60.4% | 208,188 | $5.2M |
| Adapt Wealth Advisors, LLC | 1.88% | Add +116.9% | 206,338 | $5.2M |
| IHT Wealth Management, LLC | 0.11% | Add +503.7% | 193,769 | $4.9M |
| Cwm, LLC | 0.01% | Add +646.1% | 181,229 | $4.6M |
| Journey Strategic Wealth LLC | 0.11% | Add +1.2% | 169,612 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +8.5% | 166,510 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +5.8% | 158,519 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.05% | New | 156,000 | $3.9M |
| Mariner, LLC | 0.00% | Add +51.8% | 155,635 | $3.9M |
| Fluent Financial, LLC | 1.39% | Add +88.4% | 150,790 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.3% | 138,958 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +78.2% | 129,281 | $3.3M |
| Independent Advisor Alliance | 0.03% | New | 99,614 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +37.3% | 84,991 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Add +3.3% | 84,627 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +63.0% | 81,431 | $2.1M |
| Whipplewood Advisors, LLC | 1.03% | Reduce -2.9% | 78,790 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +34.8% | 77,234 | $1.9M |
| Platform Technology Partners | 0.36% | No change | 73,735 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -62.0% | 66,809 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 64,641 | $1.6M |
| Elequin Capital, LP | 0.51% | New | 64,429 | $1.6M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +6.7% | 61,653 | $1.6M |
| Juno Financial Group LLC | 0.59% | Add +16.5% | 59,494 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.3% | 54,100 | $1.4M |
| Embree Financial Group | 0.16% | Add +261.2% | 52,755 | $1.3M |
| Kennedy Investment Group, Inc. | 0.50% | Add +7.3% | 51,003 | $1.3M |
| Summit Financial, LLC | 0.02% | Reduce -37.7% | 48,950 | $1.2M |
| URS Advisory LLC | 0.84% | Add +20.3% | 45,650 | $1.1M |
| Brooklyn Investment Group | 0.04% | Add +206.1% | 45,490 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | New | 43,470 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Add +69.4% | 40,359 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.8% | 39,739 | $1.0M |
| Capital Analysts, LLC | 0.02% | Add +10.5% | 37,300 | $939K |
| VestGen Advisors, LLC | 0.03% | Add +94.1% | 36,681 | $923K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | No change | 36,061 | $908K |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 35,901 | $904K |
| Tme Financial, Inc. | 0.62% | Add +0.4% | 35,750 | $900K |
| Cresset Asset Management, LLC | 0.00% | New | 34,287 | $863K |
| Legacy Wealth Advisors, LLC | 0.43% | Add +1.4% | 33,799 | $851K |
| Fourth Dimension Wealth, LLC | 0.32% | Add +1.3% | 33,169 | $835K |
| DAVENPORT & Co LLC | 0.00% | Add +24.2% | 32,818 | $826K |
| Waddell & Associates, LLC | 0.04% | Add +59.3% | 31,446 | $792K |
| Legacy Capital Wealth Partners, LLC | 0.16% | No change | 29,931 | $754K |
| RFG Advisory, LLC | 0.01% | Add +11.5% | 28,833 | $726K |
| HB Wealth Management, LLC | 0.00% | Add +0.8% | 28,825 | $726K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.9% | 27,048 | $681K |
| ORBA Wealth Advisors, L.L.C. | 0.68% | Add +18.4% | 22,520 | $567K |
| Mather Group, Llc. | 0.01% | Add +4.5% | 21,319 | $537K |
| Susquehanna International Group, LLP | 0.00% | New | 20,115 | $506K |
| Encompass Wealth Advisors, LLC | 0.16% | No change | 17,700 | $446K |
| Pathstone Holdings, LLC | 0.00% | Reduce -8.4% | 16,472 | $415K |
| Atria Investments, Inc | 0.00% | Reduce -95.9% | 15,972 | $402K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.4% | 15,250 | $384K |
| Choreo, LLC | 0.00% | New | 14,417 | $363K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 13,134 | $331K |
| Fifth Third Bancorp | 0.00% | New | 12,430 | $313K |
| Quantinno Capital Management LP | 0.00% | Reduce -95.8% | 11,964 | $301K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.0% | 11,504 | $290K |
| Flow Traders U.S. LLC | 0.01% | New | 11,354 | $286K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -1.9% | 10,100 | $254K |
| Hapanowicz & Associates Financial Services, Inc | 0.10% | New | 9,827 | $247K |
| Detalus Advisors, LLC | 0.06% | No change | 9,805 | $247K |
| StoneX Group Inc. | 0.01% | Reduce -2.5% | 9,743 | $245K |
| Rockport Wealth LLC | 0.04% | Reduce -18.0% | 9,603 | $242K |
| &partners | 0.00% | New | 9,542 | $240K |
| Henderson Brothers Financial Partners, LLC | 0.06% | — | 9,440 | $238K |
| Harbour Investments, Inc. | 0.00% | Reduce -79.5% | 8,721 | $220K |
| Private Trust Co. NA | 0.02% | Reduce -8.8% | 7,287 | $183K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +129.0% | 4,847 | $122K |
| AE Wealth Management LLC | 0.00% | New | 4,710 | $119K |
| United Community Bank | 0.03% | No change | 3,720 | $94K |
| Princeton Global Asset Management LLC | 0.02% | New | 3,684 | $93K |
| CDKV Holdings LLC | 0.07% | No change | 3,250 | $82K |
| Wells Fargo & Company | 0.00% | Reduce -27.9% | 3,113 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,874 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $38K |
| Assetmark, Inc. | 0.00% | New | 13 | $327 |
"% 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.