20 institutions reported holding $87.4M of AB (TAFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LVW Advisors, LLC ($27.0M), FSM Wealth Advisors, LLC ($22.1M), ENVESTNET ASSET MANAGEMENT INC ($8.6M), TRUIST FINANCIAL CORP ($8.4M), COMMONWEALTH EQUITY SERVICES, LLC ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LVW Advisors, LLC | $27.0M | 1.1M | Added |
| 2 | FSM Wealth Advisors, LLC | $22.1M | 860,394 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 333,965 | Added |
| 4 | TRUIST FINANCIAL CORP | $8.4M | 325,431 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 150,531 | Added |
| 6 | Advisory Resource Group | $3.3M | 127,890 | Added |
| 7 | Private Advisor Group, LLC | $2.4M | 94,775 | Added |
| 8 | Concurrent Investment Advisors, LLC | $2.2M | 85,095 | Trimmed |
| 9 | Leverty Financial Group, LLC | $1.9M | 75,118 | Added |
| 10 | Kestra Advisory Services, LLC | $1.6M | 62,638 | Added |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 62,103 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.5M | 57,108 | Added |
| 13 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.0M | 40,576 | Added |
| 14 | Capital Investment Counsel, Inc | $949,236 | 36,964 | Added |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $308,008 | 11,994 | Added |
| 16 | Platform Technology Partners | $300,019 | 11,683 | New |
| 17 | WEDBUSH SECURITIES INC | $250,000 | 9,747 | New |
| 18 | BOS Asset Management, LLC | $210,603 | 8,201 | Added |
| 19 | PRIVATE TRUST CO NA | $0 | 0 | Exited |
| 20 | Huntleigh Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30