Who Owns AB (TAFI)? -- Institutional Holders (2026-06-30)

107 institutions reported holding $1.16B of AB (TAFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($645.5M), LPL Financial LLC ($97.3M), MORGAN STANLEY ($78.9M), BANK OF AMERICA CORP /DE/ ($35.1M), JPMORGAN CHASE & CO ($31.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ALLIANCEBERNSTEIN L.P.$645.5M25.6MAdded
2LPL Financial LLC$97.3M3.9MAdded
3MORGAN STANLEY$78.9M3.1MAdded
4BANK OF AMERICA CORP /DE/$35.1M1.4MAdded
5JPMORGAN CHASE & CO$31.3M1.2MAdded
6Royal Bank of Canada$21.4M847,767Added
7Sanctuary Advisors, LLC$16.3M646,462Added
8OSAIC HOLDINGS, INC.$16.2M641,682Added
9ENVESTNET ASSET MANAGEMENT INC$15.2M601,752Added
10UBS Group AG$12.4M492,980Added
11SAGESPRING WEALTH PARTNERS, LLC$11.0M436,590Added
12Strid Group, LLC$9.9M390,620Added
13Quotient Wealth Partners, LLC$8.7M343,887Added
14HighTower Advisors, LLC$7.9M312,151Added
15Aptus Capital Advisors, LLC$7.0M277,115Trimmed
16KESTRA PRIVATE WEALTH SERVICES, LLC$6.9M273,525Added
17RAYMOND JAMES FINANCIAL INC$6.7M266,019Added
18AMERIPRISE FINANCIAL INC$6.0M238,583New
19SevenBridge Financial Group, LLC$5.7M227,262Trimmed
20Perigon Wealth Management, LLC$5.3M209,540Added
21Private Advisor Group, LLC$5.2M206,620Added
22Integrated Wealth Concepts LLC$5.2M205,614Trimmed
23JANE STREET GROUP, LLC$5.1M200,998Trimmed
24ADAPT WEALTH ADVISORS, LLC$4.8M191,528Trimmed
25Ausdal Financial Partners, Inc.$4.8M191,159Added

Source: SEC Form 13F filings · as of 2026-06-30