94 tracked 13F filers disclose a position in TAFI as of the latest SEC 13F filings, a combined $1.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $571.4M | 22.7M | ▲+3.7% Added · +803K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $96.0M | 3.8M | ▲+5.1% Added · +186K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $68.5M | 2.7M | ▼−3.5% Reduced · −98K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $27.2M | 1.1M | ▲+12% Added · +115K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $16.3M | 646K | ▲+6.4% Added · +39K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $15.2M | 602K | ▲+171% Added · +379K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $13.8M | 549K | ▼−8.5% Reduced · −51K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 500K | ▲+184% Added · +324K sh | Q1 2026 | |
| 9 | SAGESPRING WEALTH PARTNERS, LLC | $11.0M | 437K | ▲+12% Added · +46K sh | Q2 2026 | |
| 10 | UBS Group AG | $10.0M | 399K | ▼−3.1% Reduced · −13K sh | Q1 2026 | |
| 11 | Strid Group, LLC | $9.9M | 391K | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 12 | Quotient Wealth Partners, LLC | $8.7M | 344K | ▲+45% Added · +107K sh | Q2 2026 | |
| 13 | JPMORGAN CHASE & CO | $8.0M | 318K | ▼−64% Reduced · −570K sh | Q1 2026 | |
| 14 | Aptus Capital Advisors, LLC | $7.0M | 277K | ▼−1.8% Reduced · −5K sh | Q2 2026 | |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.9M | 274K | ▲+75% Added · +118K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $6.8M | 269K | ▲26× Added · +259K sh | Q1 2026 | |
| 17 | SevenBridge Financial Group, LLC | $5.7M | 227K | ▼−18% Reduced · −51K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $5.5M | 220K | ▲+30% Added · +50K sh | Q1 2026 | |
| 19 | Perigon Wealth Management, LLC | $5.3M | 210K | ▲+171% Added · +132K sh | Q2 2026 | |
| 20 | JANE STREET GROUP, LLC | $5.2M | 208K | ▲+60% Added · +78K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | $5.2M | 207K | ▼−3.2% Reduced · −7K sh | Q2 2026 | |
| 22 | Private Advisor Group, LLC | $5.2M | 207K | ▲+154% Added · +125K sh | Q2 2026 | |
| 23 | ADAPT WEALTH ADVISORS, LLC | $4.8M | 192K | ▼−7.2% Reduced · −15K sh | Q2 2026 | |
| 24 | Ausdal Financial Partners, Inc. | $4.8M | 191K | ▲+15% Added · +25K sh | Q2 2026 | |
| 25 | CWM, LLC | $4.6M | 181K | ▲+646% Added · +157K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in TAFI and 18 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 35 funds | $18.4B |
| ALPHABET INC-CL CGOOG | 35 funds | $13.9B |
| NVIDIA CORPNVDA | 34 funds | $24.0B |
| APPLE INCAAPL | 34 funds | $17.2B |
| JPMORGAN CHASE & COJPM | 34 funds | $2.8B |
| AMAZON.COM INCAMZN | 33 funds | $14.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 32 funds | $5.3B |
| VANGUARD S&P 500 ETFVOO | 32 funds | $3.0B |
| MCDONALD'S CORPMCD | 32 funds | $954.1M |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $9.8B |
| VISA INC-CLASS A SHARESV | 31 funds | $7.0B |
Ranked by how many of TAFI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FWDcommon | 103 funds | $1.7B |
| TAFIthis pageTAX AWARE SHRT | 94 funds | $1.0B |
| SYFISHORT DURATION H | 84 funds | $720.3M |
| YEARULTRA SHORT INCM | 83 funds | $1.3B |
| HYFIMF Closed and MF Open | 57 funds | $237.3M |
| ILOWMF Closed and MF Open | 54 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $563.9M |
| CAMMF Closed and MF Open | 44 funds | $976.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TAFI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TAFI/capital-change-brief"
Use Arkolith's capital_change_brief for TAFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TAFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.