Ab Active Etfs Inc (TAFM) Hedge Fund Ownership (Q2 2026)

Ab Active Etfs Inc (TAFM)

51 + Investors. Track Smart Money conviction in TAFM. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TAFM

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added TAFM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

45 hedge funds hold TAFM right now — the highest count in 2.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +125% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+125% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 71% buying

35 buying14 selling

Last quarter: 35 funds were net buyers (11 opened a brand new position + 24 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 8 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 49% entered in last year

■ 2% conviction (2yr+) ■ 49% medium ■ 49% new

Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~11 new funds/quarter

10 → 12 → 8 → 11 → 11 new funds/Q

New funds entering each quarter: 12 → 8 → 11 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 80% of holders entered in last year

■ 2% veterans ■ 18% 1-2yr ■ 80% new

Of 45 current holders: 36 (80%) entered in the past year, only 1 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

4 of 45 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in TAFM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	51	45	13.33%
13F Shares	25M	19M	32.02%
Total Value	$627M	$473M	32.51%
New Positions	10	11	-1
Increased Positions	29	24	+5
Closed Positions	4	7	-3
Reduced Positions	9	7	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13.33%

13F Shares

25M

19M

32.02%

Total Value

$627M

$473M

32.51%

New Positions

-1

Increased Positions

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAFM. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TAFM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	FSM Wealth Advisors, LLC	2.35%	860,394	$22.1M
2	LVW Advisors, LLC	2.33%	1,050,870	$27.0M
3	NorthRock Partners, LLC	1.44%	3,874,626	$99.5M
4	PMG Wealth Management, Inc.	0.69%	43,350	$1.1M
5	Advisory Resource Group	0.49%	127,890	$3.3M
6	Leverty Financial Group, LLC	0.38%	75,118	$1.9M
7	Barnes Pettey Financial Advisors, LLC	0.33%	40,576	$1.0M
8	Legacy Capital Wealth Partners, LLC	0.17%	34,713	$891K
9	Ausdal Financial Partners, Inc.	0.13%	132,843	$3.4M
10	Alliancebernstein L.P.	0.11%	12,890,848	$326.1M
11	First American Trust, Fsb	0.11%	67,964	$1.7M
12	Capital Investment Counsel, Inc	0.10%	36,964	$949K
13	Steward Partners Investment Advisory, LLC	0.09%	723,052	$18.6M
14	Ameritas Advisory Services, LLC	0.05%	100,000	$2.6M
15	Platform Technology Partners	0.05%	11,683	$300K
16	BOS Asset Management, LLC	0.05%	8,201	$211K
17	Per Stirling Capital Management, LLC.	0.04%	16,935	$435K
18	Beacon Pointe Advisors, LLC	0.04%	297,986	$7.7M
19	Dynasty Wealth Management, LLC	0.03%	181,260	$4.7M
20	BTG Pactual Asset Management US LLC	0.03%	15,704	$403K
21	Sagespring Wealth Partners, LLC	0.02%	62,103	$1.6M
22	Concurrent Investment Advisors, LLC	0.02%	85,095	$2.2M
23	HighTower Advisors, LLC	0.01%	565,447	$14.5M
24	Private Advisor Group, LLC	0.01%	94,775	$2.4M
25	Advisory Services Network, LLC	0.01%	35,242	$905K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ab Active Etfs Inc (TAFM)

What does the Smart Money Trend signal show for TAFM?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added TAFM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TAFM?

More buyers than sellers — 71% buying: Last quarter: 35 funds were net buyers (11 opened a brand new position + 24 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAFM holders?

Elite ownership — 65% AUM from top-100 funds: 4 of 45 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in TAFM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TAFM?

Mostly new holders — 49% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ab Active Etfs Inc (TAFM)

Smart Money Signals — TAFM

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +125% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~11 new funds per quarter

Mostly new holders — 49% entered in last year

Steady discovery — ~11 new funds/quarter

Early stage — 80% of holders entered in last year

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — TAFM

Hedge Fund Ownership: TAFM

Market Analysis: TAFM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TAFM

Hedge Fund Positioning: TAFM

Statistics: TAFM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ab Active Etfs Inc (TAFM)

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