43 tracked 13F filers disclose a position in TAFM as of the latest SEC 13F filings, a combined $491.0M 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. | $280.5M | 11.0M | ▲+15% Added · +1.4M sh | Q1 2026 | |
| 2 | NorthRock Partners, LLC | $31.4M | 1.2M | ▼−2.4% Reduced · −30K sh | Q1 2026 | |
| 3 | LVW Advisors, LLC | $27.0M | 1.1M | ▲+7.5% Added · +74K sh | Q2 2026 | |
| 4 | FSM Wealth Advisors, LLC | $22.1M | 860K | ▲+62% Added · +329K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $21.3M | 843K | ▲+9.8% Added · +75K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $17.6M | 697K | ▲697× Added · +696K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $15.2M | 601K | ▲+8.2% Added · +45K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $7.6M | 299K | ▲+7.8% Added · +22K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $7.5M | 295K | ▲+50% Added · +99K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 281K | ▲+142% Added · +165K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $6.0M | 237K | ▲+59% Added · +88K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $4.5M | 180K | ▼−38% Reduced · −109K sh | Q1 2026 | |
| 13 | Dynasty Wealth Management, LLC | $4.3M | 170K | ▼−2.8% Reduced · −5K sh | Q1 2026 | |
| 14 | Ausdal Financial Partners, Inc. | $3.9M | 155K | ▲+8.3% Added · +12K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $3.5M | 139K | ▼−18% Reduced · −31K sh | Q1 2026 | |
| 16 | Cresset Asset Management, LLC | $3.3M | 131K | ▲New +131K sh | Q1 2026 | |
| 17 | Advisory Resource Group | $3.3M | 128K | ▲+4.8% Added · +6K sh | Q2 2026 | |
| 18 | Private Advisor Group, LLC | $2.4M | 95K | ▲+30% Added · +22K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 86K | ▲+40% Added · +25K sh | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $2.2M | 85K | ▼−0.9% Reduced · −772 sh | Q2 2026 | |
| 21 | Leverty Financial Group, LLC | $1.9M | 75K | ▲+34% Added · +19K sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1.6M | 63K | ▲+1.6% Added · +992 sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $1.6M | 63K | ▲+34% Added · +16K sh | Q2 2026 | |
| 24 | SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 62K | ▲+94% Added · +30K sh | Q2 2026 | |
| 25 | PMG Wealth Management, Inc. | $1.1M | 43K | ▲+134% Added · +25K sh | Q2 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 TAFM and 10 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $19.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $1.5B |
| MICROSOFT CORPMSFT | 16 funds | $16.1B |
| APPLE INCAAPL | 16 funds | $13.1B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $4.4B |
| VANGUARD S&P 500 ETFVOO | 16 funds | $2.2B |
| TESLA INCTSLA | 16 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $1.0B |
| CATERPILLAR INCCAT | 16 funds | $689.2M |
| AMAZON.COM INCAMZN | 15 funds | $12.7B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $2.7B |
Ranked by how many of TAFM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 93 funds | $1.0B |
| FWDSTOK | 81 funds | $1.6B |
| YEARULTRA SHORT INCM | 75 funds | $1.2B |
| SYFISHORT DURATION H | 75 funds | $751.4M |
| ILOWMF Closed and MF Open | 49 funds | $1.6B |
| HYFIMF Closed and MF Open | 49 funds | $259.2M |
| TAFMthis pageTAX AWARE INTERM | 43 funds | $491.0M |
| CAMMF Closed and MF Open | 41 funds | $974.3M |
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 TAFM
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/TAFM/capital-change-brief"
Use Arkolith's capital_change_brief for TAFM. 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 TAFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.