Public ownership evidence

AB Tax-Aware Intermediate Municipal ETF (TAFM) Ownership Disclosures

Read TAFM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

AB Tax-Aware Intermediate Municipal ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
297,986
Value (USD)
$7,652,282
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TAFM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TAFM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-19297,986$7,652,282None
Ameritas Advisory Services, LLC2026-06-302026-08-15100,000$2,568,000None
Per Stirling Capital Management, LLC.2026-06-302026-08-1516,935$434,891None
OSAIC HOLDINGS, INC.2026-06-302026-08-1540,397$1,037,404None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,141$465,857None
JANE STREET GROUP, LLC2026-06-302026-08-15307,453$7,895,393None
BTG Pactual Asset Management US LLC2026-06-302026-08-1515,704$403,279None
Ausdal Financial Partners, Inc.2026-06-302026-08-15132,843$3,411,407None
MAI Capital Management2026-06-302026-08-1547,368$1,216,409None
Cresset Asset Management, LLC2026-06-302026-08-1595,719$2,458,064None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-1512,890,848$326,074,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15291,866$7,495,119None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1571,324$1,831,592None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1547,138$1,210,504None
Sanctuary Advisors, LLC2026-06-302026-08-149,064$232,764None
Dynasty Wealth Management, LLC2026-06-302026-08-14181,260$4,654,754None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14723,052$18,567,977None
Creative Planning2026-06-302026-08-149,835$252,563None
Elequin Capital, LP2026-06-302026-08-1412,950$332,556None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1411,990$307,903None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-1334,713$891,430None
Advisory Services Network, LLC2026-06-302026-08-1335,242$905,018None
NewEdge Advisors, LLC2026-06-302026-08-1334,774$892,996None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1310,345$265,660None
JPMORGAN CHASE & CO2026-06-302026-08-1326,713$685,723None
Tower Research Capital LLC (TRC)2026-06-302026-08-125,187$133,202None
NorthRock Partners, LLC2026-06-302026-08-123,874,626$99,500,397None
Arkadios Wealth Advisors2026-06-302026-08-1110,687$274,437None
Arkadios Wealth Advisors2026-06-302026-08-113,622$93,010None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1123,440$601,939None
FIRST AMERICAN TRUST, FSB2026-06-302026-08-1167,964$1,745,313None
LPL Financial LLC2026-06-302026-08-081,144,833$29,399,305None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0846,643$1,197,797None
PMG Wealth Management, Inc.2026-06-302026-08-0643,350$1,109,977None
FIFTH THIRD BANCORP2026-06-302026-08-062,454$63,019None
HighTower Advisors, LLC2026-06-302026-08-06565,447$14,520,679None
SAGESPRING WEALTH PARTNERS, LLC2026-06-302026-08-0462,103$1,594,806None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04333,965$8,576,233None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3128,554$733,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30150,531$3,865,640None
Kestra Advisory Services, LLC2026-06-302026-07-2962,638$1,608,534None
BARNES PETTEY FINANCIAL ADVISORS, LLC2026-06-302026-07-2940,576$1,041,992None
WEDBUSH SECURITIES INC2026-06-302026-07-299,747$250,000None
TRUIST FINANCIAL CORP2026-06-302026-07-29325,431$8,357,066None
Concurrent Investment Advisors, LLC2026-06-302026-07-2885,095$2,185,240None
Private Advisor Group, LLC2026-06-302026-07-2894,775$2,433,813None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2828,554$733,000None
Capital Investment Counsel, Inc2026-06-302026-07-2836,964$949,236None
Platform Technology Partners2026-06-302026-07-2511,683$300,019None
CARY STREET PARTNERS FINANCIAL LLC2026-06-302026-07-1811,994$308,008None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗Ameritas Advisory Services, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗BTG Pactual Asset Management US LLC ↗Ausdal Financial Partners, Inc. ↗MAI Capital Management ↗Cresset Asset Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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