AB TAX Aware Inter Muni (TAFM)

CUSIP: 00039J889 | NYSE | 77 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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LPL Financial LLC1,430,606

0.0% of portfolio$34.3M

FSM Wealth Advisors, LLC872,393

2.1% of portfolio$20.8M

LVW Advisors, LLC763,784

1.5% of portfolio$18.3M

Truist Financial Corp307,756

0.0% of portfolio$7.4M

Leverty Financial Group, LLC238,217

1.0% of portfolio$5.7M

Commonwealth Equity Services, LLC165,181

0.0% of portfolio$4.0M

Advisory Resource Group131,919

0.5% of portfolio$3.2M

Wedbush Securities Inc122,064

0.2% of portfolio$2.9M

Concurrent Investment Advisors, LLC82,093

0.0% of portfolio$2.0M

Wagner Wealth Management, LLC78,417

0.3% of portfolio$1.9M

Cambridge Investment Research Advisors, Inc.50,082

0.0% of portfolio$1.2M

Legacy Capital Wealth Partners, LLC37,998

0.2% of portfolio$911.6K

Capital Investment Counsel, Inc36,964

0.1% of portfolio$886.8K

Kestra Advisory Services, LLC36,595

0.0% of portfolio$877.9K

Sagespring Wealth Partners, LLC27,337

0.0% of portfolio$655.8K

Wealthcare Advisory Partners LLC15,824

0.0% of portfolio$379.6K

Fifth Third Bancorp12,380

0.0% of portfolio$297.0K

Cornerstone Wealth Management, LLC11,825

0.0% of portfolio$283.7K

Platform Technology Partners11,683

0.0% of portfolio$280.3K

Landmark Wealth Management, LLC11,200

0.1% of portfolio$268.7K

Aletheian Wealth Advisors LLC8,620

0.1% of portfolio$206.8K

Capital Investment Advisory Services, LLC815

0.0% of portfolio$19.6K

				Style	Turnover	Location	Filed
LPL Financial LLC	1,430,606	$34.3M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
FSM Wealth Advisors, LLC	872,393	$20.8M	2.1%	ETF	Low	Cleveland, OH	2026-10-27
LVW Advisors, LLC	763,784	$18.3M	1.5%	Core	Medium	Pittsford, NY	2026-10-19
Truist Financial Corp	307,756	$7.4M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Leverty Financial Group, LLC	238,217	$5.7M	1.0%	ETF	Very Low	Hudson, WI	2026-10-08
Commonwealth Equity Services, LLC	165,181	$4.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Advisory Resource Group	131,919	$3.2M	0.5%	GARP	Medium	Tulsa, OK	2026-10-26
Wedbush Securities Inc	122,064	$2.9M	0.2%	Core	Low	Pasadena, CA	2026-10-22
Concurrent Investment Advisors, LLC	82,093	$2.0M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Wagner Wealth Management, LLC	78,417	$1.9M	0.3%	ETF	Low	Greenville, SC	2026-10-21
Cambridge Investment Research Advisors, Inc.	50,082	$1.2M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Legacy Capital Wealth Partners, LLC	37,998	$911.6K	0.2%	Core	Medium	Little Rock, AR	2026-10-21
Capital Investment Counsel, Inc	36,964	$886.8K	0.1%	Growth	Very Low	Raleigh, NC	2026-10-20
Kestra Advisory Services, LLC	36,595	$877.9K	0.0%	Core	Low	Austin, TX	2026-11-02
Sagespring Wealth Partners, LLC	27,337	$655.8K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Wealthcare Advisory Partners LLC	15,824	$379.6K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Fifth Third Bancorp	12,380	$297.0K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Cornerstone Wealth Management, LLC	11,825	$283.7K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Platform Technology Partners	11,683	$280.3K	0.0%	Core	Very Low	Locust Valley, NY	2026-11-02
Landmark Wealth Management, LLC	11,200	$268.7K	0.1%	ETF	Very Low	Melville, NY	2026-11-03
Aletheian Wealth Advisors LLC	8,620	$206.8K	0.1%	ETF	Very Low	Bellevue, WA	2026-10-08
Capital Investment Advisory Services, LLC	815	$19.6K	0.0%	Core	Medium	Raleigh, NC	2026-10-30