Who owns TAFM (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-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
17 tracked funds added or opened TAFM while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 46 tracked filers holding TAFM, 35 increased or opened the position and 14 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 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 4
- Cresset Asset Management, LLC$3M
- MAI Capital Management$1M
- MML INVESTORS SERVICES, LLC$1M
- FIRST AMERICAN TRUST, FSB$927K
Full exits 3
- Americana Partners, LLC$5M
- GOLDMAN SACHS GROUP INC$3M
- Elequin Capital, LP$2M
Largest adds
- ALLIANCEBERNSTEIN L.P.$36M
- Steward Partners Investment Advisory, LLC$18M
- ENVESTNET ASSET MANAGEMENT INC$4M
- RAYMOND JAMES FINANCIAL INC$2M
- Beacon Pointe Advisors, LLC$2M
- FSM Wealth Advisors, LLC$2M
Largest trims
- JPMORGAN CHASE & CO$3M
- NorthRock Partners, LLC$925K
- Leverty Financial Group, LLC$924K
- NewEdge Advisors, LLC$911K
- LVW Advisors, LLC$852K
- JANE STREET GROUP, LLC$793K
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 | 11,035,495 | $281M | 56.4% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 1,242,535 | $31M | 6.3% | 2026-Q1 |
| LVW Advisors, LLC trimmed | 977,159 | $25M | 5.0% | 2026-Q1 |
| LPL Financial LLC added | 843,329 | $21M | 4.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 697,077 | $18M | 3.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 601,015 | $15M | 3.1% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 531,658 | $13M | 2.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 298,993 | $8M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 295,455 | $7M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 281,262 | $7M | 1.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 237,052 | $6M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 179,813 | $5M | 0.9% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 170,335 | $4M | 0.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 155,459 | $4M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 139,356 | $4M | 0.7% | 2026-Q1 |
| Cresset Asset Management, LLC new | 131,263 | $3M | 0.7% | 2026-Q1 |
| Advisory Resource Group added | 121,992 | $3M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 85,963 | $2M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 85,867 | $2M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 73,148 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 63,021 | $2M | 0.3% | 2026-Q1 |
| Leverty Financial Group, LLC trimmed | 56,182 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 46,873 | $1M | 0.2% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 43,298 | $1M | 0.2% | 2026-Q1 |
| MAI Capital Management new | 42,915 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 42,328 | $1M | 0.2% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 37,369 | $945K | 0.2% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB new | 36,641 | $927K | 0.2% | 2026-Q1 |
| Capital Investment Counsel, Inc | 35,464 | $897K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC | 35,242 | $891K | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 31,980 | $809K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. | 23,440 | $593K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 23,247 | $588K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 19,701 | $498K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 14,160 | $495K | 0.1% | 2026-Q1 |
| PMG Wealth Management, Inc. new | 18,550 | $468K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,173 | $409K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 11,887 | $301K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,198 | $258K | 0.1% | 2026-Q1 |
| Creative Planning new | 9,835 | $249K | 0.1% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 9,700 | $245K | 0.0% | 2026-Q1 |
| BOS Asset Management, LLC new | 8,085 | $205K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 6,487 | $164K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,530 | $89K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 3,094 | $78K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 1,571 | $40K | 0.0% | 2026-Q1 |
| Americana Partners, LLC trimmed | 190,402 | $5M | 1.0% | 2025-Q4 stale |
| Vestmark Advisory Solutions, Inc. new | 191,023 | $5M | 1.0% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 113,719 | $3M | 0.6% | 2025-Q4 stale |
| Elequin Capital, LP new | 88,061 | $2M | 0.5% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC new | 81,808 | $2M | 0.4% | 2025-Q1 stale |
| Wealthcare Advisory Partners LLC new | 22,094 | $551K | 0.1% | 2025-Q2 stale |
| Landmark Wealth Management, LLC new | 19,925 | $497K | 0.1% | 2025-Q2 stale |
| Atria Investments, Inc added | 18,376 | $462K | 0.1% | 2025-Q1 stale |
| UBS Group AG new | 9,325 | $232K | 0.0% | 2025-Q2 stale |
| Alpha Cubed Investments, LLC | 8,880 | $221K | 0.0% | 2025-Q2 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 7,855 | $200K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 5,605 | $142K | 0.0% | 2025-Q4 stale |
| MMA ASSET MANAGEMENT LLC new | 4,150 | $105K | 0.0% | 2025-Q3 stale |
| COMERICA BANK new | 3,521 | $90K | 0.0% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 2,149 | $55K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.