Among active 13F managers last quarter, 4 opened and 8 added, while 3 reduced; the largest holder to move was AllianceBernstein L.P. (+15%).
46 tracked 13F filers disclose a position in TAFM as of the latest SEC 13F filings, a combined $564.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 11.0M | $280.5M | ▲+15% Added · +1.4M sh | Q1 2026 | |
| 2 | NorthRock Partners, LLC | 3.9M | $99.5M | ▲+212% Added · +2.6M sh | Q2 2026 | |
| 3 | LVW Advisors, LLC | 1.1M | $27.0M | ▲+7.5% Added · +74K sh | Q2 2026 | |
| 4 | FSM Wealth Advisors, LLC | 860K | $22.1M | ▲+62% Added · +329K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 843K | $21.3M | ▲+9.8% Added · +75K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | 723K | $18.6M | ▲+3.7% Added · +26K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 601K | $15.2M | ▲+8.2% Added · +45K sh | Q1 2026 | |
| 8 | Truist Financial Corp | 299K | $7.6M | ▲+7.8% Added · +22K sh | Q1 2026 | |
| 9 | Beacon Pointe Advisors, LLC | 298K | $7.7M | ▲+26% Added · +61K sh | Q2 2026 | |
| 10 | Raymond James Financial Inc | 295K | $7.5M | ▲+50% Added · +99K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 281K | $7.1M | ▲+142% Added · +165K sh | Q1 2026 | |
| 12 | Dynasty Wealth Management, LLC | 181K | $4.7M | ▲+6.4% Added · +11K sh | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 180K | $4.5M | ▼−38% Reduced · −109K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 139K | $3.5M | ▼−18% Reduced · −31K sh | Q1 2026 | |
| 15 | Ausdal Financial Partners, Inc. | 133K | $3.4M | ▼−15% Reduced · −23K sh | Q2 2026 | |
| 16 | Advisory Resource Group | 128K | $3.3M | ▲+4.8% Added · +6K sh | Q2 2026 | |
| 17 | Ameritas Advisory Services, LLC | 100K | $2.6M | ▲New +100K sh | Q2 2026 | |
| 18 | Cresset Asset Management, LLC | 96K | $2.5M | ▼−27% Reduced · −36K sh | Q2 2026 | |
| 19 | Private Advisor Group, LLC | 95K | $2.4M | ▲+30% Added · +22K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 86K | $2.2M | ▲+40% Added · +25K sh | Q1 2026 | |
| 21 | Concurrent Investment Advisors, LLC | 85K | $2.2M | ▼−0.9% Reduced · −772 sh | Q2 2026 | |
| 22 | Leverty Financial Group, LLC | 75K | $1.9M | ▲+34% Added · +19K sh | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 63K | $1.6M | ▲+1.6% Added · +992 sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | 63K | $1.6M | ▲+34% Added · +16K sh | Q2 2026 | |
| 25 | Sagespring Wealth Partners, LLC | 62K | $1.6M | ▲+94% Added · +30K 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, 4 funds opened a new position in TAFM and 8 added to an existing one, while 3 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 | 17 funds | $19.7B |
| Vanguard S&P 500 ETFVOO | 17 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.6B |
| Microsoft CorpMSFT | 16 funds | $16.2B |
| Apple IncAAPL | 16 funds | $13.3B |
| Amazon.com IncAMZN | 16 funds | $12.8B |
| Alphabet Inc-CL CGOOG | 16 funds | $12.5B |
| Broadcom IncAVGO | 16 funds | $9.0B |
| Meta Platforms Inc-Class AMETA | 16 funds | $8.6B |
| Eli Lilly & CoLLY | 16 funds | $5.0B |
| Ishares Core S&P 500 ETFIVV | 16 funds | $4.3B |
| Alphabet Inc-CL AGOOGL | 16 funds | $3.8B |
Ranked by how many of TAFM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAFM.
| 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 |
| TAFMthis pageTAX 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 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.