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Get Institutions for : 
Ab Tax-aware Short Duration Municipal Etf (TAFI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    7
Total shares held : 
12,672,600  
% of shares held : 
14.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
5,236,699  
% of shares held change : 
  5.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 176,872
 1.4%
 
Increased Positions :
15
 5,397,850
 42.59%
 
Unchanged Positions :
2
 9,700
 0.08%
 
Decreased Positions :
6
-307,063
-2.42%
 
Closed Positions :
2
-30,960
-0.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ALLIANCEBERNSTEIN L.P. 154 - 2024-03-31 13,218,512 $331,652,000 4,234,437
   LPL FINANCIAL CORP 538 - 2024-03-31 2,045,182 $51,314,000 252,713
   J P MORGAN CHASE & CO 2227 - 2024-03-31 295,980 $7,426,000 -24,792
   Advisor Group Holdings Inc. 907 - 2024-03-31 247,860 $6,219,000 1,428
   SevenBridge Financial Group LLC 17 - 2024-03-31 236,593 $5,898,000 -9,555
   LINCOLN NATIONAL CORP 176 - 2024-03-31 171,518 $4,303,000 11,026
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 815 - 2024-03-31 115,834 $2,906,000 -24,215
   JOURNEY STRATEGIC WEALTH LLC 38 - 2024-03-31 90,466 $2,270,000 8,747
   MML INVESTORS SERVICES LLC 1033 *New 2024-03-31 82,736 $2,076,000 82,736
   Platform Technology Partners 38 - 2023-12-31 75,162 $1,885,000 4,393
   Strid Group LLC 21 *New 2024-03-31 62,551 $1,569,000 62,551
   Cornerstone Wealth Group LLC 107 - 2024-03-31 61,515 $1,543,000 1,994
   FLOW TRADERS U.S. LLC 245 *New 2024-03-31 53,861 $1,351,000 53,861
   WEALTHSOURCE PARTNERS LLC 193 *New 2023-12-31 40,425 $1,017,000 40,425
   BB&T CORP 1624 - 2024-03-31 37,083 $930,000 -857
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 84 - 2024-03-31 32,117 $806,000 9,425
   COMMONWEALTH EQUITY SERVICES LLC. 2421 - 2024-03-31 30,577 $767,000 10,246
   ENVESTNET ASSET MANAGEMENT INC 3187 - 2024-03-31 29,692 $745,000 1,016
   Atomi Financial Group Inc. 284 *New 2024-03-31 24,069 $604,000 24,069
   Kingsview Wealth Management LLC 631 - 2024-03-31 22,550 $566,000 -7,125
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2180 - 2024-03-31 22,190 $557,000 -7,010
   HB Wealth Management LLC 536 *New 2024-03-31 17,863 $448,000 17,863
   RFG Advisory Group LLC 526 - 2024-03-31 17,520 $440,000 1,326
   DAVENPORT & CO LLC 828 *New 2024-03-31 17,051 $428,000 17,051
   Lakeview Capital Partners LLC 281 - 2024-03-31 15,477 $388,000 -753
   ENCOMPASS WEALTH ADVISORS LLC 131 - 2024-03-31 13,700 $344,000 4,000
   Lido Advisors LLC 929 - 2024-03-31 13,200 $331,000 0
   Private Advisor Group LLC 1823 - 2024-03-31 12,000 $301,000 -30,000
   Kestra Advisory Services LLC 2053 - 2024-03-31 10,792 $271,000 30
   PRIVATE TRUST CO NA 585 - 2024-03-31 9,386 $235,000 -719
   ROYAL BANK OF CANADA 4195 *New 2024-03-31 7,388 $185,000 7,388
   Global Retirement Partners LLC 1231 - 2024-03-31 2,772 $70,000 0
   Goss Wealth Management LLC 2295 - 2024-03-31 2,016 $51,000 16
   Householder Group Estate & Retirement Specialist L 911 - 2024-03-31 245 $6,000 0
   MARINER WEALTH ADVISORS, LLC 3160 *Closed 2024-03-31 0 $0 -90,943
   Penserra Capital Management LLC 1271 *Closed 2024-03-31 0 $0 -295
   BANK OF MONTREAL /CAN/ 3580 *Closed 2024-03-31 0 $0 -71,188
   PROEQUITIES INC. 8514 - 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 6034 *Closed 2024-03-31 0 $0 -71,188

  39 Records found
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