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

55 institutions reported holding $627.5M of AB (TAFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($326.1M), NorthRock Partners, LLC ($99.5M), LPL Financial LLC ($29.4M), LVW Advisors, LLC ($27.0M), FSM Wealth Advisors, LLC ($22.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ALLIANCEBERNSTEIN L.P.$326.1M12.9MAdded
2NorthRock Partners, LLC$99.5M3.9MAdded
3LPL Financial LLC$29.4M1.1MAdded
4LVW Advisors, LLC$27.0M1.1MAdded
5FSM Wealth Advisors, LLC$22.1M860,394Added
6Steward Partners Investment Advisory, LLC$18.6M723,052Added
7HighTower Advisors, LLC$14.5M565,447Trimmed
8RAYMOND JAMES FINANCIAL INC$9.3M363,190Added
9ENVESTNET ASSET MANAGEMENT INC$8.6M333,965Added
10TRUIST FINANCIAL CORP$8.4M325,431Added
11JANE STREET GROUP, LLC$7.9M307,453Added
12Beacon Pointe Advisors, LLC$7.7M297,986Added
13Dynasty Wealth Management, LLC$4.7M181,260Added
14COMMONWEALTH EQUITY SERVICES, LLC$3.9M150,531Added
15Ausdal Financial Partners, Inc.$3.4M132,843Trimmed
16Advisory Resource Group$3.3M127,890Added
17Ameritas Advisory Services, LLC$2.6M100,000New
18Cresset Asset Management, LLC$2.5M95,719Trimmed
19Private Advisor Group, LLC$2.4M94,775Added
20Concurrent Investment Advisors, LLC$2.2M85,095Trimmed
21Leverty Financial Group, LLC$1.9M75,118Added
22FIRST AMERICAN TRUST, FSB$1.7M67,964Added
23Kestra Advisory Services, LLC$1.6M62,638Added
24SAGESPRING WEALTH PARTNERS, LLC$1.6M62,103Added
25OSAIC HOLDINGS, INC.$1.5M58,538Trimmed

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