AB Tax Aware Inter MuniTAFMETF

13F holders, Q4 2025 (December 31)
41holders +9
11new positions
2sold out
$25.42avg. 13F price*

At the end of Q4 2025, 41 institutions reported holding AB Tax Aware Inter Muni (TAFM) in their 13F filings, up 9 from Q3 2025. 11 opened new positions and 2 sold out. The largest holders were Alliancebernstein L.P. ($245.0M), NorthRock Partners, LLC ($32.4M) and LVW Advisors, LLC ($25.6M).

Company
AB Tax Aware Inter Muni
Filed as
AB ACTIVE ETFS INC (Q4 2025)
CUSIP
00039J889
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 2Q1 2024Q2 2024: 5Q2 2024Q3 2024: 5Q3 2024Q4 2024: 12Q4 2024Q1 2025: 21Q1 2025Q2 2025: 29Q2 2025Q3 2025: 32Q3 2025Q4 2025: 41Q4 2025Q1 2026: 46Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$5.4M
Exits2$160K

All 13F filers, Q3 2025 → Q4 2025: 3,261,089 shares bought and 383,515 shares sold, net +2,877,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Alliancebernstein L.P. 0.08% Add +27.3% 9,636,751 $245.0M
NorthRock Partners, LLC 0.55% Reduce -5.0% 1,272,801 $32.4M
LVW Advisors, LLC 2.59% Add +4.0% 1,005,869 $25.6M
LPL Financial LLC 0.01% Add +23.5% 768,299 $19.5M
HighTower Advisors, LLC 0.02% Add +0.9% 555,602 $14.1M
FSM Wealth Advisors, LLC 1.54% Add +23.9% 443,104 $11.3M
JPMorgan Chase & Co. 0.00% Add +2008.3% 288,885 $7.3M
Truist Financial Corp. 0.01% Add +21.9% 277,440 $7.1M
Raymond James Financial Inc. 0.00% Add +29.8% 196,604 $5.0M
Americana Partners, LLC 0.13% Reduce -4.4% 190,402 $4.8M
Dynasty Wealth Management, LLC 0.04% Add +1.3% 175,156 $4.5M
Jane Street Group, LLC 0.01% Add +63.2% 169,871 $4.3M
Beacon Pointe Advisors, LLC 0.03% Add +122.2% 149,224 $3.8M
Ausdal Financial Partners, Inc. 0.17% Add +1.6% 143,475 $3.6M
Advisory Resource Group 0.55% Reduce -0.1% 121,986 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -48.5% 116,089 $3.0M
Goldman Sachs Group Inc. 0.00% Reduce -60.1% 113,719 $2.9M
Leverty Financial Group, LLC 0.56% Add +975.2% 92,274 $2.3M
Elequin Capital, LP 0.34% New 88,061 $2.2M
Concurrent Investment Advisors, LLC 0.02% Add +23.2% 80,187 $2.0M
Osaic Holdings, Inc. 0.00% Add +38.7% 62,029 $1.6M
Private Advisor Group, LLC 0.01% Add +4.9% 61,327 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +8.2% 61,217 $1.6M
NewEdge Advisors, LLC 0.01% Reduce -27.0% 55,309 $1.4M
Kestra Advisory Services, LLC 0.00% Add +162.3% 38,444 $977K
Legacy Capital Wealth Partners, LLC 0.20% Add +200.2% 37,305 $948K
Capital Investment Counsel, Inc 0.11% Add +34.0% 35,464 $901K
Advisory Services Network, LLC 0.01% No change 35,242 $896K
Barnes Pettey Financial Advisors, LLC 0.40% New 31,562 $802K
Great Valley Advisor Group, Inc. 0.01% New 23,440 $596K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.9% 22,870 $581K
Cary Street Partners Financial LLC 0.01% New 15,799 $402K
Old Mission Capital LLC 0.02% New 15,408 $392K
Sagespring Wealth Partners, LLC 0.00% New 10,221 $260K
Sanctuary Advisors, LLC 0.00% New 10,070 $256K
Huntleigh Advisors, Inc. 0.04% No change 9,200 $234K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,855 $200K
Flagship Harbor Advisors, LLC 0.01% New 5,605 $142K
Comerica Bank 0.00% New 3,521 $90K
Tower Research Capital LLC (TRC) 0.00% New 1,745 $44K
Steward Partners Investment Advisory, LLC 0.00% No change 1,000 $25K

"% 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.