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

Ab Active Etfs Inc (TAFI)

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

Smart Money Signals — TAFI

Based on 97 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added TAFI 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

97 hedge funds hold TAFI right now — the highest count in 3.0 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 — +52% more funds vs a year ago

fund count last 6Q

+33 new funds entered over the past year (+52% 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 — 64% buying

66 buying37 selling

Last quarter: 66 funds were net buyers (15 opened a brand new position + 51 added to an existing one). Only 37 were sellers (23 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 16 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 32% long-term, 36% new

■ 32% conviction (2yr+) ■ 32% medium ■ 36% new

Of the 97 current holders: 31 (32%) held >2 years, 31 held 1–2 years, and 35 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

13 → 13 → 16 → 19 → 15 new funds/Q

New funds entering each quarter: 13 → 16 → 19 → 15. A growing number of institutions are discovering TAFI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 30% veterans, 52% new entrants

■ 30% veterans ■ 19% 1-2yr ■ 52% new

Of 97 current holders: 29 (30%) held 2+ years, 18 held 1–2 years, 50 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 82% AUM from top-100 funds

82% from top-100 AUM funds

13 of 97 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in TAFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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	97	96	1.04%
13F Shares	46M	40M	15.53%
Total Value	$1.15B	$996M	15.59%
New Positions	15	19	-4
Increased Positions	51	46	+5
Closed Positions	14	7	+7
Reduced Positions	23	23	-
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

1.04%

13F Shares

46M

40M

15.53%

Total Value

$1.15B

$996M

15.59%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

97 + investors

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

QUARTER:

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

Top 25 TAFI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Adapt Wealth Advisors, LLC	1.58%	191,528	$4.8M
2	Whipplewood Advisors, LLC	1.47%	86,368	$2.2M
3	Legacy Wealth Advisors, LLC	1.46%	133,481	$3.4M
4	Fluent Financial, LLC	1.42%	158,224	$4.0M
5	Perspective Wealth Advisors LLC	1.36%	98,187	$2.5M
6	Strid Group, LLC	1.09%	390,620	$9.9M
7	SevenBridge Financial Group, LLC	0.84%	227,262	$5.7M
8	URS Advisory LLC	0.79%	55,939	$1.4M
9	Tme Financial, INC.	0.56%	36,200	$913K
10	Juno Financial Group LLC	0.54%	60,639	$1.5M
11	ORBA Wealth Advisors, L.L.C.	0.46%	21,320	$538K
12	Kennedy Investment Group, INC.	0.44%	51,044	$1.3M
13	Platform Technology Partners	0.30%	72,675	$1.8M
14	Fourth Dimension Wealth, LLC	0.28%	35,728	$901K
15	Integras Partners LLC	0.26%	18,514	$467K
16	Alliancebernstein L.P.	0.21%	25,635,884	$645.5M
17	Quotient Wealth Partners, LLC	0.20%	343,887	$8.7M
18	Ausdal Financial Partners, Inc.	0.19%	191,159	$4.8M
19	Sagespring Wealth Partners, LLC	0.17%	436,590	$11.0M
20	Farmers & Merchants Trust Co of Long Beach	0.16%	29,602	$747K
21	Legacy Capital Wealth Partners, LLC	0.14%	29,931	$755K
22	Encompass Wealth Advisors, LLC	0.14%	17,700	$446K
23	Worth Financial Advisory Group, LLC	0.12%	11,228	$283K
24	Embree Financial Group	0.11%	42,650	$1.1M
25	Cornerstone Wealth Group, LLC	0.09%	61,619	$1.6M

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 (TAFI)

What does the Smart Money Trend signal show for TAFI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added TAFI 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 TAFI?

More buyers than sellers — 64% buying: Last quarter: 66 funds were net buyers (15 opened a brand new position + 51 added to an existing one). Only 37 were sellers (23 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAFI holders?

Elite ownership — 82% AUM from top-100 funds: 13 of 97 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in TAFI. 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 TAFI?

Mixed — 32% long-term, 36% new: Of the 97 current holders: 31 (32%) held >2 years, 31 held 1–2 years, and 35 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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 (TAFI)

Smart Money Signals — TAFI

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +52% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~15 new funds per quarter

Mixed — 32% long-term, 36% new

Growing discovery — still being found

Mixed cohorts — 30% veterans, 52% new entrants

Elite ownership — 82% AUM from top-100 funds

Institutional Sentiment Summary — TAFI

Hedge Fund Ownership: TAFI

Market Analysis: TAFI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TAFI

Hedge Fund Positioning: TAFI

Statistics: TAFI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ab Active Etfs Inc (TAFI)

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