ALLIANCEBERNSTEIN NATL MUN I (AFB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$200.3M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $41.1M | 3,603,262 | 1.18% | 16q | +41.1%+$12.0M |
| Pathstone Holdings, LLC | $32.9M | 2,883,076 | 0.10% | 11q | -6.6%-$2.3M |
| Allspring Global Investments Holdings, LLC | $16.1M | 1,410,959 | 0.02% | 19q | -3.7%-$611.8K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $12.0M | 1,047,724 | 0.57% | 31q | -1.3%-$157.0K |
| KEYBANK NATIONAL ASSOCIATION/OH | $11.0M | 962,374 | 0.04% | 20q | HELD |
| MORGAN STANLEY | $10.9M | 951,641 | 0.00% | 35q | +8.2%+$823.2K |
| Advisors Asset Management, Inc. | $8.7M | 764,003 | 0.13% | 34q | +11.0%+$866.4K |
| GUGGENHEIM CAPITAL LLC | $7.8M | 683,198 | 0.05% | 31q | -3.3%-$263.4K |
| Hennion & Walsh Asset Management, Inc. | $6.8M | 599,669 | 0.20% | 18q | -1.1%-$73.8K |
| WELLS FARGO & COMPANY/MN | $5.7M | 496,291 | 0.00% | 31q | -51.2%-$5.9M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $4.3M | 373,640 | 0.26% | 9q | -17.6%-$912.8K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 301,535 | 0.00% | 7q | +1180.0%+$3.2M |
| VAN ECK ASSOCIATES CORP | $3.1M | 269,068 | 0.00% | 31q | -0.9%-$29.2K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $3.0M | 265,460 | 1.34% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 193,118 | 0.00% | 31q | -0.7%-$14.9K |
| Altium Capital Management LLC | $2.0M | 175,187 | 4.21% | 3q | -21.2%-$537.1K |
| Rareview Capital LLC | $1.8M | 169,976 | 0.98% | 2q | -59.6%-$2.6M |
| Fiera Capital Corp | $1.6M | 142,300 | 0.01% | 3q | -3.8%-$64.8K |
| Indiana Trust & Investment Management Co | $1.6M | 137,000 | 0.43% | 12q | HELD |
| Bank of New York Mellon Corp | $1.5M | 134,608 | 0.00% | 13q | -8.5%-$142.1K |
| Dakota Wealth Management | $1.5M | 134,273 | 0.03% | 15q | +29.0%+$344.0K |
| Almitas Capital LLC | $1.4M | 120,993 | 0.33% | 10q | -43.5%-$1.1M |
| LPL Financial LLC | $1.2M | 101,850 | 0.00% | 31q | +2.5%+$28.8K |
| RIVERBRIDGE PARTNERS LLC | $1.0M | 87,837 | 0.03% | 8q | -43.3%-$766.7K |
| &PARTNERS | $991.4K | 86,886 | 0.00% | 3q | -6.3%-$66.3K |
| Invesco Ltd. | $920.1K | 80,636 | 0.00% | 2q | +128.1%+$516.7K |
| Capital Investment Advisors, LLC | $781.0K | 68,447 | 0.01% | 31q | -0.6%-$4.6K |
| Noble Wealth Management PBC | $779.8K | 68,341 | 0.35% | 6q | +5.9%+$43.3K |
| Integrated Wealth Concepts LLC | $766.6K | 67,185 | 0.00% | 17q | -8.2%-$68.2K |
| ENVESTNET ASSET MANAGEMENT INC | $718.2K | 62,947 | 0.00% | 14q | +10.8%+$70.2K |
| Summit Trail Advisors, LLC | $704.1K | 61,708 | 0.01% | 2q | -4.1%-$30.0K |
| Closed-End Fund Advisors, Inc. | $692.5K | 60,689 | 0.68% | 3q | -3.2%-$22.7K |
| OSAIC HOLDINGS, INC. | $615.8K | 53,969 | 0.00% | 26q | +163.4%+$382.0K |
| PETRA FINANCIAL ADVISORS INC | $605.1K | 53,035 | 0.28% | 2q | -0.6%-$3.6K |
| MELFA WEALTH MANAGEMENT, INC. | $543.7K | 47,652 | 0.29% | 15q | HELD |
| BANK OF AMERICA CORP /DE/ | $521.8K | 45,729 | 0.00% | 31q | -31.2%-$237.1K |
| Creative Planning | $511.0K | 44,782 | 0.00% | 7q | -1.1%-$5.7K |
| KENNEDY INVESTMENT GROUP, INC. | $447.0K | 39,174 | 0.15% | 15q | -17.1%-$92.5K |
| HighTower Advisors, LLC | $414.7K | 36,345 | 0.00% | 15q | -13.1%-$62.6K |
| Arete Wealth Advisors, LLC | $389.6K | 34,146 | 0.01% | 31q | HELD |
| STIFEL FINANCIAL CORP | $376.9K | 33,029 | 0.00% | 31q | +1.1%+$4.2K |
| Thomas J. Herzfeld Advisors, Inc. | $376.7K | 33,015 | 0.12% | new | NEW |
| AMERIPRISE FINANCIAL INC | $364.1K | 31,911 | 0.00% | 31q | -72.3%-$949.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $359.4K | 31,500 | 0.04% | 11q | -6.6%-$25.4K |
| Merit Financial Group, LLC | $356.3K | 31,226 | 0.00% | 5q | +105.9%+$183.2K |
| PNC Financial Services Group, Inc. | $349.5K | 30,633 | 0.00% | new | NEW |
| ProVise Management Group, LLC | $346.4K | 30,356 | 0.02% | 23q | +5.2%+$17.1K |
| Traub Capital Management LLC | $325.0K | 28,481 | 0.29% | 5q | -43.4%-$248.9K |
| CITADEL ADVISORS LLC | $320.3K | 28,069 | 0.00% | new | NEW |
| Wellspring Financial Advisors, LLC | $310.2K | 27,191 | 0.02% | 5q | +4.2%+$12.6K |
| Jupiter Wealth Management LLC | $310.1K | 27,175 | 0.12% | 2q | HELD |
| UBS Group AG | $299.8K | 26,272 | 0.00% | 31q | -2.3%-$6.9K |
| EVOLVE PRIVATE WEALTH, LLC | $296.6K | 25,992 | 0.02% | 3q | -4.8%-$15.0K |
| BALANCED WEALTH GROUP LLC | $278.8K | 24,433 | 0.09% | 11q | +5.1%+$13.6K |
| SMH CAPITAL ADVISORS INC | $278.5K | 24,408 | 0.55% | 21q | +100.0%+$139.2K |
| ROYAL BANK OF CANADA | $243.0K | 21,315 | 0.00% | 31q | -72.8%-$651.4K |
| Arax Advisory Partners | $233.1K | 20,426 | 0.00% | new | NEW |
| Smith Asset Management Co., LLC | $207.7K | 18,203 | 0.16% | 7q | HELD |
| Cerity Partners LLC | $178.1K | 15,612 | 0.00% | 3q | HELD |
| Independent Advisor Alliance | $170.8K | 14,968 | 0.00% | 3q | HELD |
| CHOREO, LLC | $161.3K | 14,134 | 0.00% | 9q | +8.0%+$11.9K |
| US BANCORP \DE\ | $145.9K | 12,787 | 0.00% | 31q | -25.8%-$50.7K |
| Strategic Financial Concepts, LLC | $130.6K | 11,444 | 0.04% | new | NEW |
| River Street Advisors LLC | $127.6K | 11,182 | 0.04% | 3q | HELD |
| DUNCKER STREETT & CO INC | $125.5K | 11,000 | 0.02% | 5q | HELD |
| Ground Swell Capital, LLC | $119.6K | 10,485 | 0.13% | new | NEW |
| ACCREDITED INVESTOR SERVICES, LLC | $114.6K | 10,042 | 0.06% | 2q | HELD |
| Curi Capital, LLC | $114.1K | 10,000 | 0.00% | 2q | HELD |
| Allworth Financial LP | $79.9K | 7,000 | 0.00% | 5q | HELD |
| Global Retirement Partners, LLC | $73.4K | 6,433 | 0.00% | 10q | +37.8%+$20.1K |
| CITIGROUP INC | $63.1K | 5,527 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $25.8K | 2,265 | 0.00% | 3q | +17.2%+$3.8K |
| Clear Street Group Inc. | $23.3K | 2,044 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $21.0K | 1,840 | 0.00% | 18q | -44.7%-$17.0K |
| Caldwell Trust Co | $16.0K | 1,400 | 0.00% | 9q | HELD |
| PRIVATE TRUST CO NA | $12.6K | 1,100 | 0.00% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $12.5K | 1,095 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $9.0K | 788 | 0.00% | 4q | +8.1% |
| Markowski Investments | $8.8K | 768 | 0.00% | new | FIRST |
| WPG Advisers, LLC | $7.2K | 627 | 0.00% | 7q | +17.2%+$1.0K |
| SIT INVESTMENT ASSOCIATES INC | $6.1K | 533,037 | 0.12% | 9q | -21.2%-$1.6K |
| HARBOUR INVESTMENTS, INC. | $5.7K | 500 | 0.00% | 11q | HELD |
| Community Financial Services Group, LLC | $2.3K | 200 | 0.00% | 2q | HELD |
| LORD, ABBETT & CO. LLC | $1.5K | 129,025 | 0.00% | 4q | HELD |
| FIFTH THIRD BANCORP | $961 | 84 | 0.00% | 2q | +9.1% |
| COHEN & STEERS, INC. | $890 | 78,000 | 0.00% | 11q | HELD |
| Virtu Financial LLC | $184 | 16,120 | 0.01% | new | NEW |
| HRT FINANCIAL LP | $177 | 15,579 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Allspring Global Investments Holdings, LLC | 4.9% |
| 2026-07-16 | 13D | KARPUS MANAGEMENT, INC. | 12.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $200.3M | 17,567,673 | 9 | 22 | 33 | 0.0% |
| Q1 2026 | 88 | $192.4M | 18,006,515 | 16 | 30 | 16 | 0.0% |
| Q4 2025 | 88 | $201.5M | 18,644,472 | 19 | 23 | 22 | 0.0% |
| Q3 2025 | 70 | $183.6M | 16,923,712 | 4 | 22 | 18 | 0.0% |
| Q2 2025 | 75 | $168.7M | 16,360,790 | 12 | 15 | 27 | 0.0% |
| Q1 2025 | 72 | $180.5M | 16,580,299 | 4 | 22 | 25 | 0.0% |
| Q4 2024 | 74 | $181.9M | 16,691,546 | 5 | 23 | 20 | 0.0% |
| Q3 2024 | 73 | $178.4M | 15,115,880 | 5 | 16 | 22 | 0.0% |
| Q2 2024 | 83 | $174.5M | 15,711,113 | 11 | 14 | 35 | 0.0% |
| Q1 2024 | 75 | $190.9M | 17,372,859 | 9 | 22 | 28 | 0.0% |
| Q4 2023 | 73 | $169.1M | 15,605,112 | 5 | 21 | 23 | 0.0% |
| Q3 2023 | 69 | $129.7M | 13,887,560 | 7 | 23 | 19 | 0.0% |
| Q2 2023 | 68 | $129.4M | 12,055,636 | 10 | 19 | 20 | 0.0% |
| Q1 2023 | 66 | $129.4M | 11,827,584 | 8 | 24 | 17 | 0.0% |
| Q4 2022 | 62 | $116.9M | 11,143,609 | 9 | 18 | 24 | 0.0% |
| Q3 2022 | 74 | $116.9M | 11,279,606 | 8 | 30 | 22 | 0.0% |
| Q2 2022 | 74 | $126.7M | 10,946,717 | 12 | 27 | 19 | 0.0% |
| Q1 2022 | 73 | $126.6M | 10,067,838 | 13 | 23 | 15 | 0.0% |
| Q4 2021 | 67 | $140.6M | 9,496,358 | 10 | 16 | 20 | 0.0% |
| Q3 2021 | 63 | $139.8M | 9,353,876 | 3 | 19 | 15 | 0.0% |
| Q2 2021 | 67 | $151.4M | 9,944,800 | 3 | 23 | 17 | 0.0% |
| Q1 2021 | 69 | $145.7M | 10,234,333 | 5 | 18 | 24 | 0.0% |
| Q4 2020 | 74 | $143.3M | 9,937,254 | 7 | 22 | 19 | 0.0% |
| Q3 2020 | 66 | $140.7M | 10,101,004 | 5 | 19 | 22 | 0.0% |
| Q2 2020 | 64 | $145.9M | 10,902,866 | 6 | 17 | 23 | 0.0% |
| Q1 2020 | 61 | $133.5M | 10,465,856 | 5 | 27 | 13 | 0.0% |
| Q4 2019 | 66 | $141.4M | 10,113,540 | 8 | 27 | 15 | 0.0% |
| Q3 2019 | 59 | $138.3M | 10,033,794 | 1 | 30 | 10 | 0.0% |
| Q2 2019 | 64 | $131.1M | 9,745,975 | 6 | 25 | 18 | 0.0% |
| Q1 2019 | 63 | $120.3M | 9,290,274 | 4 | 26 | 14 | 0.0% |
| Q4 2018 | 65 | $105.8M | 8,726,852 | 0 | 2 | 0 | 0.0% |