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Funds Holding TAFI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Alliancebernstein L.P.8,984,075$226,129 12/31/2023
     TAFI8,984,075$226,129 12/31/2023
LPL Financial LLC1,792,469$45,116 12/31/2023
     TAFI1,792,469$45,116 12/31/2023
JPMorgan Chase & Co.320,772$8,074 12/31/2023
     TAFI320,772$8,074 12/31/2023
Advisor Group Holdings Inc.246,432$6,203 12/31/2023
     TAFI246,432$6,203 12/31/2023
SevenBridge Financial Group LLC246,148$6,196 12/31/2023
     TAFI246,148$6,196 12/31/2023
Lincoln National Corp160,492$4,040 12/31/2023
     TAFI160,492$4,040 12/31/2023
Wealth Enhancement Advisory Services LLC115,834$2,906 03/31/2024
     TAFI115,834$2,906 03/31/2024
Mariner LLC90,943$2,289 12/31/2023
     TAFI90,943$2,289 12/31/2023
Journey Strategic Wealth LLC81,719$2,057 12/31/2023
     TAFI81,719$2,057 12/31/2023
Platform Technology Partners75,162$1,885 12/31/2023
     TAFI75,162$1,885 12/31/2023
Jane Street Group LLC71,188$1,792 12/31/2023
     TAFI71,188$1,792 12/31/2023
Bank of Montreal Can71,188$1,772 12/31/2023
     TAFI71,188$1,772 12/31/2023
Strid Group LLC62,551$1,569 03/31/2024
     TAFI62,551$1,569 03/31/2024
Cornerstone Wealth Group LLC61,515$1,543 03/31/2024
     TAFI61,515$1,543 03/31/2024
Private Advisor Group LLC42,000$1,057 12/31/2023
     TAFI42,000$1,057 12/31/2023
Wealthsource Partners LLC40,425$1,017 12/31/2023
     TAFI40,425$1,017 12/31/2023
Truist Financial Corp37,940$955 12/31/2023
     TAFI37,940$955 12/31/2023
FARMERS & MERCHANTS TRUST Co OF LONG BEACH32,117$806 03/31/2024
     TAFI32,117$806 03/31/2024
Kingsview Wealth Management LLC29,675$747 12/31/2023
     TAFI29,675$747 12/31/2023
Envestnet Asset Management Inc.28,676$722 12/31/2023
     TAFI28,676$722 12/31/2023
Cambridge Investment Research Advisors Inc.22,190$557 03/31/2024
     TAFI22,190$557 03/31/2024
Commonwealth Equity Services LLC20,331$512 12/31/2023
     TAFI20,331$512 12/31/2023
RFG Advisory LLC17,520$440 03/31/2024
     TAFI17,520$440 03/31/2024
Lakeview Capital Partners LLC16,230$409 12/31/2023
     TAFI16,230$409 12/31/2023
Lido Advisors LLC13,200$333 12/31/2023
     TAFI13,200$333 12/31/2023
Kestra Advisory Services LLC10,762$271 12/31/2023
     TAFI10,762$271 12/31/2023
Encompass Wealth Advisors LLC9,700$244 12/31/2023
     TAFI9,700$244 12/31/2023
Private Trust Co. NA9,386$235 03/31/2024
     TAFI9,386$235 03/31/2024
Global Retirement Partners LLC2,772$70 03/31/2024
     TAFI2,772$70 03/31/2024
GWM Advisors LLC2,000$50 12/31/2023
     TAFI2,000$50 12/31/2023
Penserra Capital Management LLC295$7 12/31/2023
     TAFI295$7 12/31/2023
Householder Group Estate & Retirement Specialist LLC245$6 12/31/2023
     TAFI245$6 12/31/2023
Proequities Inc.0$0 12/31/2023
     TAFI0$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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