A
AB Tax-Aware Intermediate Municipal
TAFM • ARCA
AB Tax-Aware Intermediate Municipal is an exchange-traded fund on ARCA. As of Q3 2025, 32 institutional investors hold shares in this ETF, with total holdings valued at $344.5M. ALLIANCEBERNSTEIN L.P. is the largest holder with a position valued at $192.4M.
Overview
Overview of institutional ownership in TAFM as of Q3 2025
All Institutions
- Institutions
- 32
- Value Held
- $344.5M
- Shares Held
- 13.6M
- Avg Position
- $10.8M
- Median Position
- $1.8M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TAFM as of Q3 2025
| Institution | Position Value |
|---|---|
 ALLIANCEBERNSTEIN L.P. Long Only Manager | $192.4M 0.06% of portfolio |
 NorthRock Partners, LLC RIA/Wealth | $34.1M 0.67% of portfolio |
 LVW Advisors, LLC RIA/Wealth | $24.6M 2.55% of portfolio |
L LPL Financial LLC Institution | $15.8M 0.00% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $14.0M 0.02% of portfolio |
F FSM Wealth Advisors, LLC Institution | $9.1M 1.29% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $7.2M 0.00% of portfolio |
 BB&T CORP Institution | $5.8M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.7M 0.00% of portfolio |
A Americana Partners, LLC RIA/Wealth | $5.1M 0.15% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TAFM in Q3 2025
- Traded
- +$67.5M
- Buyers
- 27
- Sellers
- 8
- Total Bought
- +$78.2M
- Total Sold
- −$10.8M
- Avg Position
- $9.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ALLIANCEBERNSTEIN L.P. Long Only Manager | +$45.2M +1.8M shares |
GOLDMAN SACHS GROUP INC Institution | +$7.2M +285.1K shares |
 Dynasty Wealth Management, LLC Fund of Funds | +$4.4M +172.8K shares |
L LPL Financial LLC Institution | +$4.0M +158.7K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | +$3.4M +133.0K shares |
LVW Advisors, LLC RIA/Wealth | +$2.2M +88.1K shares |
 Goss Wealth Management LLC RIA/Wealth | +$1.9M +75.7K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.9M +74.3K shares |
F FSM Wealth Advisors, LLC Institution | +$1.6M +63.7K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.2M +47.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$4.8M −191.0K shares |
J JANE STREET GROUP, LLC Institution | −$2.3M −88.6K shares |
NorthRock Partners, LLC RIA/Wealth | −$1.8M −72.2K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | −$550.6K −22.1K shares |
 Landmark Wealth Management, LLC RIA/Wealth | −$496.6K −19.9K shares |
BB&T CORP Institution | −$402.9K −15.8K shares |
 UBS Group AG Institution | −$232.4K −9.3K shares |
 Alpha Cubed Investments, LLC RIA/Wealth | −$221.3K −8.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TAFM in Q3 2025
- New Positions
- 8
- New Value
- $14.3M
- Exited Positions
- 5
- Exited Value
- $6.3M
New Positions
| Institution | Position Value |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $7.2M 285.1K shares |
Dynasty Wealth Management, LLC Fund of Funds | $4.4M 172.8K shares |
Goss Wealth Management LLC RIA/Wealth | $1.9M 75.7K shares |
 Legacy Capital Wealth Partners, LLC RIA/Wealth | $315.8K 12.4K shares |
 Huntleigh Advisors, Inc. RIA/Wealth | $233.9K 9.2K shares |
 MMA ASSET MANAGEMENT LLC Pension/Endowment | $105.5K 4.2K shares |
 Sontag Advisory, LLC RIA/Wealth | $54.6K 2.1K shares |
$25.4K 1.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Vestmark Advisory Solutions, Inc. Fund of Funds | $4.8M 191.0K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | $550.6K 22.1K shares |
Landmark Wealth Management, LLC RIA/Wealth | $496.6K 19.9K shares |
UBS Group AG Institution | $232.4K 9.3K shares |
Alpha Cubed Investments, LLC RIA/Wealth | $221.3K 8.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in TAFM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TAFM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
LVW Advisors, LLC RIA/Wealth | 2.55% $24.6M |
F FSM Wealth Advisors, LLC Institution | 1.29% $9.1M |
NorthRock Partners, LLC RIA/Wealth | 0.67% $34.1M |
 Advisory Resource Group RIA/Wealth | 0.59% $3.1M |
Ausdal Financial Partners, Inc. RIA/Wealth | 0.18% $3.6M |
A Americana Partners, LLC RIA/Wealth | 0.15% $5.1M |
 Capital Investment Counsel, Inc RIA/Wealth | 0.08% $672.7K |
Legacy Capital Wealth Partners, LLC RIA/Wealth | 0.07% $315.8K |
ALLIANCEBERNSTEIN L.P. Long Only Manager | 0.06% $192.4M |
Dynasty Wealth Management, LLC Fund of Funds | 0.06% $4.4M |