Who owns TAFI (TAFI)
Which tracked institutional funds hold TAFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAFI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TAFI is one-sided between 2025-Q4 and 2026-Q1: 35 added or opened and 10 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TAFI’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TAFI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 97 tracked filers holding TAFI, 65 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TAFI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- EVOLVE PRIVATE WEALTH, LLC$8M
- Integrated Wealth Concepts LLC$5M
- KESTRA PRIVATE WEALTH SERVICES, LLC$4M
- Independent Advisor Alliance$3M
- Elequin Capital, LP$2M
- Modern Wealth Management, LLC$1M
Largest adds
- ALLIANCEBERNSTEIN L.P.$20M
- ROYAL BANK OF CANADA$10M
- ENVESTNET ASSET MANAGEMENT INC$8M
- HighTower Advisors, LLC$7M
- LPL Financial LLC$5M
- IHT Wealth Management, LLC$4M
Largest trims
- JPMORGAN CHASE & CO$14M
- Atria Investments, Inc$9M
- Quantinno Capital Management LP$7M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- MORGAN STANLEY$3M
- OSAIC HOLDINGS, INC.$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 22,667,195 | $571M | 56.4% | 2026-Q1 |
| LPL Financial LLC added | 3,811,822 | $96M | 9.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,721,330 | $69M | 6.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,082,156 | $27M | 2.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 607,561 | $15M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 601,752 | $15M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 548,655 | $14M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 499,860 | $13M | 1.2% | 2026-Q1 |
| UBS Group AG trimmed | 398,555 | $10M | 1.0% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 390,975 | $10M | 1.0% | 2026-Q1 |
| Strid Group, LLC added | 388,457 | $10M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 317,996 | $8M | 0.8% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC new | 316,192 | $8M | 0.8% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 282,060 | $7M | 0.7% | 2026-Q1 |
| SevenBridge Financial Group, LLC trimmed | 277,815 | $7M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 269,348 | $7M | 0.7% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 236,419 | $6M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 219,911 | $6M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 214,067 | $5M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 208,188 | $5M | 0.5% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 206,338 | $5M | 0.5% | 2026-Q1 |
| IHT Wealth Management, LLC added | 193,769 | $5M | 0.5% | 2026-Q1 |
| CWM, LLC added | 181,229 | $5M | 0.5% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 169,612 | $4M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 166,510 | $4M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 158,519 | $4M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 156,000 | $4M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 155,635 | $4M | 0.4% | 2026-Q1 |
| Fluent Financial, LLC added | 150,790 | $4M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 138,958 | $3M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 129,281 | $3M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 99,614 | $3M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 84,991 | $2M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 84,627 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 81,431 | $2M | 0.2% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 78,790 | $2M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 77,234 | $2M | 0.2% | 2026-Q1 |
| Platform Technology Partners | 73,735 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 66,809 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 64,641 | $2M | 0.2% | 2026-Q1 |
| Elequin Capital, LP added | 64,429 | $2M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Group, LLC added | 61,653 | $2M | 0.2% | 2026-Q1 |
| Juno Financial Group LLC added | 59,494 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 54,100 | $1M | 0.1% | 2026-Q1 |
| Embree Financial Group added | 52,755 | $1M | 0.1% | 2026-Q1 |
| KENNEDY INVESTMENT GROUP, INC. added | 51,003 | $1M | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 48,950 | $1M | 0.1% | 2026-Q1 |
| URS Advisory LLC added | 45,650 | $1M | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 45,490 | $1M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC new | 43,470 | $1M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 40,359 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 39,739 | $1M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 37,300 | $939K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 36,681 | $923K | 0.1% | 2026-Q1 |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 36,061 | $908K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 35,901 | $904K | 0.1% | 2026-Q1 |
| TME FINANCIAL, INC. added | 35,750 | $900K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC new | 34,287 | $863K | 0.1% | 2026-Q1 |
| Legacy Wealth Advisors, LLC added | 33,799 | $851K | 0.1% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 33,169 | $835K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 32,818 | $826K | 0.1% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 31,446 | $792K | 0.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC | 29,931 | $754K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 28,833 | $726K | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC added | 28,825 | $726K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 27,048 | $681K | 0.1% | 2026-Q1 |
| ORBA Wealth Advisors, L.L.C. added | 22,520 | $567K | 0.1% | 2026-Q1 |
| MATHER GROUP, LLC. added | 21,319 | $537K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,115 | $506K | 0.1% | 2026-Q1 |
| ENCOMPASS WEALTH ADVISORS, LLC | 17,700 | $446K | 0.0% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 16,472 | $415K | 0.0% | 2026-Q1 |
| Atria Investments, Inc trimmed | 15,972 | $402K | 0.0% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 15,250 | $384K | 0.0% | 2026-Q1 |
| CHOREO, LLC new | 14,417 | $363K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 12,430 | $313K | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 11,964 | $301K | 0.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 11,504 | $290K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 11,354 | $286K | 0.0% | 2026-Q1 |
| Alliance Wealth Advisors, LLC trimmed | 10,100 | $254K | 0.0% | 2026-Q1 |
| Hapanowicz & Associates Financial Services, Inc new | 9,827 | $247K | 0.0% | 2026-Q1 |
| Detalus Advisors, LLC | 9,805 | $247K | 0.0% | 2026-Q1 |
| StoneX Group Inc. trimmed | 9,743 | $245K | 0.0% | 2026-Q1 |
| Rockport Wealth LLC trimmed | 9,603 | $242K | 0.0% | 2026-Q1 |
| &PARTNERS new | 9,542 | $240K | 0.0% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC new | 9,440 | $238K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 8,721 | $220K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 7,658 | $193K | 0.0% | 2026-Q1 |
| Smith Anglin Financial, LLC added | 82,061 | $2M | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 41,233 | $1M | 0.1% | 2025-Q3 stale |
| Fielder Capital Group LLC trimmed | 23,806 | $597K | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 23,142 | $581K | 0.1% | 2025-Q2 stale |
| Lido Advisors, LLC | 13,200 | $334K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 13,093 | $330K | 0.0% | 2025-Q4 stale |
| Enclave Advisors LLC new | 10,495 | $266K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 10,458 | $264K | 0.0% | 2025-Q4 stale |
| Equitable Holdings, Inc. added | 10,030 | $252K | 0.0% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 9,609 | $243K | 0.0% | 2025-Q3 stale |
| Beacon Financial Advisory LLC added | 9,243 | $233K | 0.0% | 2025-Q4 stale |
| NORTHERN TRUST CORP | 8,886 | $224K | 0.0% | 2025-Q4 stale |
| Worth Financial Advisory Group, LLC new | 8,107 | $204K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.