TAFM

AB TAX AWARE INTER MUNI

Who Owns This Stock

Who Owns TAFM

Quality / Compounder58.6%1 holder

Other37.2%36 holders

Dealer / Bank4.2%5 holders

Based on Q4 2025 13F filings + AC behavioral model

42 institutional holders

Top Holders

1.▲ALLIANCEBERNSTEIN L.P.quality_compounder

+27.3%$244966.2B

2.★NorthRock Partners, LLCother_unclassified

$32354.6B

3.★LVW Advisors, LLCother_unclassified

$25569.2B

4.▲LPL Financial LLCother_unclassified

+23.5%$19530.2B

5.▲HighTower Advisors, LLCother_unclassified

+0.9%$14123.4B

6.★FSM Wealth Advisors, LLCother_unclassified

$11263.7B

7.▲JPMORGAN CHASE & COdealer_bank

$7343.5B

8.▲TRUIST FINANCIAL CORPdealer_bank

+21.9%$7052.5B

9.▼Americana Partners, LLCother_unclassified

-4.4%$4840.0B

10.▲Dynasty Wealth Management, LLCother_unclassified

+1.3%$4452.5B

11.★JANE STREET GROUP, LLCother_unclassified

$4318.1B

12.▲RAYMOND JAMES FINANCIAL INCother_unclassified

+7.1%$4125.7B

13.★Beacon Pointe Advisors, LLCother_unclassified

$3793.3B

14.★Ausdal Financial Partners, Inc.other_unclassified

$3647.1B

15.▼Advisory Resource Groupother_unclassified

-0.1%$3100.9B

16.▼ENVESTNET ASSET MANAGEMENT INCother_unclassified

-48.5%$2951.0B

17.▼Goldman Sachs AMdealer_bank

-60.1%$2890.7B

18.▲Leverty Financial Group, LLCother_unclassified

+975.2%$2345.6B

19.★Elequin Capital, LPother_unclassified

$2238.5B

20.▲Concurrent Investment Advisors, LLCother_unclassified

+23.2%$2038.4B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Quality / Compounder(58.6%)

●

Holds through

Other(37.2%)

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—

Dealer / Bank(4.2%)

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Facilitating

59% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.