Who owns TAFM
Which tracked institutional funds hold TAFM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAFM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 TAFM is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 5 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
TAFM’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TAFM 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 2026-Q1 and 2026-Q2, across 48 tracked filers holding TAFM, 36 increased or opened the position and 15 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 TAFM between the 2026-Q1 and 2026-Q2 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 2
- Ameritas Advisory Services, LLC$3M
- WELLS FARGO & COMPANY/MN$1M
Full exits 2
- HighTower Advisors, LLC$15M
- Cambridge Investment Research Advisors, Inc.$588K
Largest adds
- NorthRock Partners, LLC$68M
- ALLIANCEBERNSTEIN L.P.$46M
- FSM Wealth Advisors, LLC$9M
- LPL Financial LLC$8M
- JANE STREET GROUP, LLC$4M
- LVW Advisors, LLC$2M
Largest trims
- JPMORGAN CHASE & CO$4M
- Cresset Asset Management, LLC$862K
- Ausdal Financial Partners, Inc.$521K
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 | 12,890,848 | $326M | 50.7% | 2026-Q2 |
| NorthRock Partners, LLC added | 3,874,626 | $100M | 15.5% | 2026-Q2 |
| LPL Financial LLC added | 1,144,833 | $29M | 4.6% | 2026-Q2 |
| LVW Advisors, LLC added | 1,050,870 | $27M | 4.2% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 860,394 | $22M | 3.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 723,052 | $19M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 363,190 | $9M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 333,965 | $9M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 325,431 | $8M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 307,453 | $8M | 1.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 297,986 | $8M | 1.2% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 181,260 | $5M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 150,531 | $4M | 0.6% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 132,843 | $3M | 0.5% | 2026-Q2 |
| Advisory Resource Group added | 127,890 | $3M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 100,000 | $3M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 95,719 | $2M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 94,775 | $2M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 85,095 | $2M | 0.3% | 2026-Q2 |
| Leverty Financial Group, LLC added | 75,118 | $2M | 0.3% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 67,964 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 62,638 | $2M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 62,103 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 58,538 | $2M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 47,368 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 47,138 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 46,643 | $1M | 0.2% | 2026-Q2 |
| PMG Wealth Management, Inc. added | 43,350 | $1M | 0.2% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 40,576 | $1M | 0.2% | 2026-Q2 |
| Capital Investment Counsel, Inc added | 36,964 | $949K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC | 35,242 | $905K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 34,774 | $893K | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC trimmed | 34,713 | $891K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 26,713 | $686K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 23,440 | $602K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. new | 16,935 | $435K | 0.1% | 2026-Q2 |
| BTG Pactual Asset Management US LLC new | 15,704 | $403K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors new | 14,309 | $367K | 0.1% | 2026-Q2 |
| Elequin Capital, LP trimmed | 12,950 | $333K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 11,994 | $308K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 11,990 | $308K | 0.0% | 2026-Q2 |
| Platform Technology Partners new | 11,683 | $300K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 10,345 | $266K | 0.0% | 2026-Q2 |
| Creative Planning | 9,835 | $253K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 9,064 | $233K | 0.0% | 2026-Q2 |
| BOS Asset Management, LLC added | 8,201 | $211K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 5,187 | $133K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 2,454 | $63K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 601,015 | $15M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 23,247 | $588K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 19,701 | $498K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,173 | $409K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Huntleigh Advisors, Inc. added | 9,700 | $245K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA trimmed | 3,094 | $78K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Americana Partners, LLC trimmed | 190,402 | $5M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 113,719 | $3M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 7,855 | $200K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 5,605 | $142K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 3,521 | $90K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MMA ASSET MANAGEMENT LLC new | 4,150 | $105K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 2,149 | $55K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Vestmark Advisory Solutions, Inc. new | 191,023 | $5M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Wealthcare Advisory Partners LLC new | 22,094 | $551K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Landmark Wealth Management, LLC new | 19,925 | $497K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG new | 9,325 | $232K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Alpha Cubed Investments, LLC | 8,880 | $221K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.