AB Tax Aware Inter MuniTAFMETF
13F holders, Q1 2025 (March 31)21holders +9
10new positions
1sold out
$25.16avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding AB Tax Aware Inter Muni (TAFM) in their 13F filings, up 9 from Q4 2024. 10 opened new positions and 1 sold out. The largest holders were Alliancebernstein L.P. ($127.3M), LVW Advisors, LLC ($20.4M) and HighTower Advisors, LLC ($13.5M).
- Company
- AB Tax Aware Inter Muni
- Filed as
- AB ACTIVE ETFS INC (Q1 2025)
- CUSIP
- 00039J889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $13.5M |
| Exits | 1 | $317K |
All 13F filers, Q4 2024 → Q1 2025: 2,904,725 shares bought and 12,577 shares sold, net +2,892,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Alliancebernstein L.P. | 0.05% | Add +49.2% | 5,060,187 | $127.3M |
| LVW Advisors, LLC | 2.46% | Add +102.4% | 811,847 | $20.4M |
| HighTower Advisors, LLC | 0.02% | Add +19.6% | 534,565 | $13.5M |
| Leverty Financial Group, LLC | 3.23% | New | 313,506 | $7.9M |
| Americana Partners, LLC | 0.14% | Add +36.0% | 139,182 | $3.5M |
| Jane Street Group, LLC | 0.01% | Add +1257.2% | 136,208 | $3.4M |
| Integrated Wealth Concepts LLC | 0.02% | New | 81,808 | $2.1M |
| FSM Wealth Advisors, LLC | 0.28% | New | 50,303 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +1.0% | 33,704 | $848K |
| Envestnet Asset Management Inc. | 0.00% | Add +255.3% | 32,838 | $826K |
| Capital Investment Counsel, Inc | 0.09% | Add +124.2% | 23,464 | $590K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 23,047 | $580K |
| Atria Investments, Inc | 0.01% | Add +3.4% | 18,376 | $462K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.1% | 18,376 | $462K |
| Truist Financial Corp. | 0.00% | New | 17,731 | $446K |
| LPL Financial LLC | 0.00% | New | 16,161 | $407K |
| JPMorgan Chase & Co. | 0.00% | New | 13,702 | $345K |
| Alpha Cubed Investments, LLC | 0.01% | New | 8,880 | $223K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 8,079 | $203K |
| Private Trust Co. NA | 0.01% | New | 4,352 | $110K |
| Osaic Holdings, Inc. | 0.00% | No change | 558 | $14K |
"% of holder's portfolio" is TAFM's weight in each manager's 13F, not the share of AB Tax Aware Inter Muni the manager owns.