Among active 13F managers last quarter, 2 opened and 3 added, while 1 reduced; the largest holder to move was AllianceBernstein L.P. (−18%).
18 tracked 13F filers disclose a position in TAFL as of the latest SEC 13F filings, a combined $38.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 721K | $18.0M | ▼−18% Reduced · −154K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | 220K | $5.5M | ▲+39% Added · +62K sh | Q1 2026 | |
| 3 | Heck Capital Advisors, LLC | 138K | $3.5M | ▲+0.6% Added · +807 sh | Q2 2026 | |
| 4 | Advisory Resource Group | 84K | $2.1M | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 72K | $1.8M | ▲New +72K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 63K | $1.6M | ▲+37% Added · +17K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 43K | $1.1M | ▼−46% Reduced · −38K sh | Q1 2026 | |
| 8 | Wealth Enhancement Advisory Services, LLC | 42K | $1.1M | ▲+0.4% Added · +152 sh | Q2 2026 | |
| 9 | Capital Investment Counsel, Inc | 42K | $1.1M | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 31K | $779K | ▲+74% Added · +13K sh | Q1 2026 | |
| 11 | HB Wealth Management, LLC | 26K | $655K | ▼−0.5% Reduced · −130 sh | Q2 2026 | |
| 12 | Truist Financial Corp | 20K | $503K | ▲New +20K sh | Q1 2026 | |
| 13 | Beacon Pointe Advisors, LLC | 20K | $500K | ▲+18% Added · +3K sh | Q2 2026 | |
| 14 | Spire Wealth Management | 13K | $328K | ▲New +13K sh | Q1 2026 | |
| 15 | Cary Street Partners Financial LLC | 8K | $201K | ▲New +8K sh | Q1 2026 | |
| 16 | JPMorgan Chase & Co | 7K | $165K | —Held | Q1 2026 | |
| 17 | Capital Investment Advisory Services, LLC | 1K | $30K | —Held | Q2 2026 | |
| 18 | Advisory Services Network, LLC | 493 | $12K | ▲New +493 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, 2 funds opened a new position in TAFL and 3 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $18.8B |
| Microsoft CorpMSFT | 7 funds | $15.6B |
| Amazon.com IncAMZN | 7 funds | $12.4B |
| Alphabet Inc-CL CGOOG | 7 funds | $12.2B |
| Apple IncAAPL | 7 funds | $12.2B |
| Broadcom IncAVGO | 7 funds | $8.7B |
| Meta Platforms Inc-Class AMETA | 7 funds | $8.4B |
| Ishares Core S&P 500 ETFIVV | 7 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 7 funds | $3.4B |
| Costco Wholesale CorpCOST | 7 funds | $2.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 7 funds | $2.3B |
| JPMorgan Chase & CoJPM | 7 funds | $1.8B |
Ranked by how many of TAFL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAFL.
| Class | 13F holders | Value held |
|---|---|---|
| FWDcommon | 107 funds | $1.7B |
| TAFITAX AWARE SHRT | 94 funds | $1.0B |
| YEARULTRA SHORT INCM | 84 funds | $1.3B |
| SYFISHORT DURATION H | 84 funds | $723.2M |
| HYFIMF Closed and MF Open | 56 funds | $238.0M |
| ILOWMF Closed and MF Open | 53 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $564.0M |
| CAMMF Closed and MF Open | 43 funds | $976.0M |
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 TAFL
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/TAFL/capital-change-brief"
Use Arkolith's capital_change_brief for TAFL. 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 TAFL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.