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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

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALLIANCEBERNSTEIN L.P. 188 - 2023-12-31 8,984,075 $226,129,000 4,512,454
   LPL FINANCIAL CORP 534 - 2023-12-31 1,792,469 $45,116,000 659,370
   J P MORGAN CHASE & CO 2155 - 2023-12-31 320,772 $8,074,000 -59,969
   Advisor Group Holdings Inc. 1054 - 2023-12-31 246,432 $6,203,000 -74,042
   SevenBridge Financial Group LLC - 2023-12-31 246,148 $6,196,000 1,895
   LINCOLN NATIONAL CORP - 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
   MARINER WEALTH ADVISORS, LLC 996 *New 2023-12-31 90,943 $2,289,000 90,943
   JOURNEY STRATEGIC WEALTH LLC 37 - 2023-12-31 81,719 $2,057,000 26,557
   Platform Technology Partners 38 - 2023-12-31 75,162 $1,885,000 4,393
   JANE STREET GROUP LLC 2556 - 2023-12-31 71,188 $1,792,000 -143,642
   BANK OF MONTREAL /CAN/ 1387 - 2023-12-31 71,188 $1,772,000 71,188
   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
   WEALTHSOURCE PARTNERS LLC 193 *New 2023-12-31 40,425 $1,017,000 40,425
   BB&T CORP 1593 - 2023-12-31 37,940 $955,000 7,418
   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
   Kingsview Wealth Management LLC 546 - 2023-12-31 29,675 $747,000 5,225
   ENVESTNET ASSET MANAGEMENT INC 3121 - 2023-12-31 28,676 $722,000 4,167
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2180 - 2024-03-31 22,190 $557,000 -7,010
   HB Wealth Management LLC *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 *New 2024-03-31 17,051 $428,000 17,051
   Lakeview Capital Partners LLC 262 *New 2023-12-31 16,230 $409,000 16,230
   Lido Advisors LLC 874 *New 2023-12-31 13,200 $333,000 13,200
   Private Advisor Group LLC - 2024-03-31 12,000 $301,000 -30,000
   Kestra Advisory Services LLC 1900 *New 2023-12-31 10,762 $271,000 10,762
   ENCOMPASS WEALTH ADVISORS LLC 128 - 2023-12-31 9,700 $244,000 0
   PRIVATE TRUST CO NA 585 - 2024-03-31 9,386 $235,000 -719
   Global Retirement Partners LLC 1231 - 2024-03-31 2,772 $70,000 0
   Goss Wealth Management LLC 2218 *New 2023-12-31 2,000 $50,000 2,000
   Penserra Capital Management LLC 1157 *New 2023-12-31 295 $7,000 295
   Householder Group Estate & Retirement Specialist L - 2024-03-31 245 $6,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  35 Records found
  1    
  Page 1 of 1
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