On this page, we present all of the funds holding TAFI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TAFI, with a link to that fund's top holdings. The next columns indicate the amount of TAFI stock held by each of the funds holding TAFI, followed by the TAFI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 32 funds holding TAFI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Alliancebernstein L.P.. For more details on the positions held by Alliancebernstein L.P. (or by any of the other funds holding TAFI), click the fund name in the "Holder" column of the funds-holding-TAFI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Alliancebernstein L.P. | 8,984,075 | $226,129 | 12/31/2023 |
TAFI | 8,984,075 | $226,129 | 12/31/2023 |
LPL Financial LLC | 1,792,469 | $45,116 | 12/31/2023 |
TAFI | 1,792,469 | $45,116 | 12/31/2023 |
JPMorgan Chase & Co. | 320,772 | $8,074 | 12/31/2023 |
TAFI | 320,772 | $8,074 | 12/31/2023 |
Advisor Group Holdings Inc. | 246,432 | $6,203 | 12/31/2023 |
TAFI | 246,432 | $6,203 | 12/31/2023 |
SevenBridge Financial Group LLC | 246,148 | $6,196 | 12/31/2023 |
TAFI | 246,148 | $6,196 | 12/31/2023 |
Lincoln National Corp | 160,492 | $4,040 | 12/31/2023 |
TAFI | 160,492 | $4,040 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 115,834 | $2,906 | 03/31/2024 |
TAFI | 115,834 | $2,906 | 03/31/2024 |
Mariner LLC | 90,943 | $2,289 | 12/31/2023 |
TAFI | 90,943 | $2,289 | 12/31/2023 |
Journey Strategic Wealth LLC | 81,719 | $2,057 | 12/31/2023 |
TAFI | 81,719 | $2,057 | 12/31/2023 |
Platform Technology Partners | 75,162 | $1,885 | 12/31/2023 |
TAFI | 75,162 | $1,885 | 12/31/2023 |
Jane Street Group LLC | 71,188 | $1,792 | 12/31/2023 |
TAFI | 71,188 | $1,792 | 12/31/2023 |
Bank of Montreal Can | 71,188 | $1,772 | 12/31/2023 |
TAFI | 71,188 | $1,772 | 12/31/2023 |
Strid Group LLC | 62,551 | $1,569 | 03/31/2024 |
TAFI | 62,551 | $1,569 | 03/31/2024 |
Cornerstone Wealth Group LLC | 61,515 | $1,543 | 03/31/2024 |
TAFI | 61,515 | $1,543 | 03/31/2024 |
Private Advisor Group LLC | 42,000 | $1,057 | 12/31/2023 |
TAFI | 42,000 | $1,057 | 12/31/2023 |
Wealthsource Partners LLC | 40,425 | $1,017 | 12/31/2023 |
TAFI | 40,425 | $1,017 | 12/31/2023 |
Truist Financial Corp | 37,940 | $955 | 12/31/2023 |
TAFI | 37,940 | $955 | 12/31/2023 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 32,117 | $806 | 03/31/2024 |
TAFI | 32,117 | $806 | 03/31/2024 |
Kingsview Wealth Management LLC | 29,675 | $747 | 12/31/2023 |
TAFI | 29,675 | $747 | 12/31/2023 |
Envestnet Asset Management Inc. | 28,676 | $722 | 12/31/2023 |
TAFI | 28,676 | $722 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 22,190 | $557 | 03/31/2024 |
TAFI | 22,190 | $557 | 03/31/2024 |
Commonwealth Equity Services LLC | 20,331 | $512 | 12/31/2023 |
TAFI | 20,331 | $512 | 12/31/2023 |
RFG Advisory LLC | 17,520 | $440 | 03/31/2024 |
TAFI | 17,520 | $440 | 03/31/2024 |
Lakeview Capital Partners LLC | 16,230 | $409 | 12/31/2023 |
TAFI | 16,230 | $409 | 12/31/2023 |
Lido Advisors LLC | 13,200 | $333 | 12/31/2023 |
TAFI | 13,200 | $333 | 12/31/2023 |
Kestra Advisory Services LLC | 10,762 | $271 | 12/31/2023 |
TAFI | 10,762 | $271 | 12/31/2023 |
Encompass Wealth Advisors LLC | 9,700 | $244 | 12/31/2023 |
TAFI | 9,700 | $244 | 12/31/2023 |
Private Trust Co. NA | 9,386 | $235 | 03/31/2024 |
TAFI | 9,386 | $235 | 03/31/2024 |
Global Retirement Partners LLC | 2,772 | $70 | 03/31/2024 |
TAFI | 2,772 | $70 | 03/31/2024 |
GWM Advisors LLC | 2,000 | $50 | 12/31/2023 |
TAFI | 2,000 | $50 | 12/31/2023 |
Penserra Capital Management LLC | 295 | $7 | 12/31/2023 |
TAFI | 295 | $7 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 245 | $6 | 12/31/2023 |
TAFI | 245 | $6 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
TAFI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of TAFI
See Details: Top 10 Hedge Funds Holding TAFI
Also See: TAFI Holdings Changes
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