Institutional Ownership Ab Active Etfs Inc Tax Aware S (TAFI)
This table provides information about the institutional ownership of Ab Active Etfs Inc Tax Aware S (TAFI). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
24,292
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,142
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,336
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
20,331
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
19,650
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
19,379
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
18,900
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
17,700
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 29.2%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
16,140
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,200
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
11,744
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
10,522
shares
|
$0
0.05% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
10,495
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,395
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
10,385
shares
|
$0
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
10,300
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,805
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
9,609
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 79.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,281
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
9,226
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,167
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,886
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 83.84%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
8,603
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,054
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
3,720
shares
|
$0
0.03% of portfolio
|
Q3 2025
New holding
|
|