8 tracked 13F filers disclose a position in TAX as of the latest SEC 13F filings, a combined $14.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kesler, Norman & Wride, LLC | $7.2M | 228K | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 2 | Financial Enhancement Group LLC | $2.8M | 90K | —Held | Q2 2026 | |
| 3 | HighTower Advisors, LLC | $1.0M | 39K | ▼−20% Reduced · −10K sh | Q1 2026 | |
| 4 | Empowered Funds, LLC | $961K | 35K | ▼−87% Reduced · −231K sh | Q1 2026 | |
| 5 | Cambria Investment Management, L.P. | $961K | 35K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $775K | 29K | —Held | Q1 2026 | |
| 7 | Focus Partners Wealth | $374K | 14K | ▲+73% Added · +6K sh | Q1 2026 | |
| 8 | Farther Finance Advisors, LLC | $330K | 12K | ▼−17% Reduced · −3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in TAX, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 7 funds | $9.9B |
| NVIDIA CORPNVDA | 7 funds | $9.7B |
| MICROSOFT CORPMSFT | 7 funds | $8.0B |
| AMAZON.COM INCAMZN | 7 funds | $5.1B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 7 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $4.1B |
| JOHNSON & JOHNSONJNJ | 7 funds | $3.9B |
| VANGUARD S&P 500 ETFVOO | 7 funds | $3.9B |
| BROADCOM INCAVGO | 7 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 7 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $2.8B |
Ranked by how many of TAX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ORRMILITIA LONG/SHO | 27 funds | $67.3M |
| AAEQETF | 25 funds | $252.0M |
| AAUACom | 24 funds | $205.9M |
| USEWExchange Traded Fund | 23 funds | $109.0M |
| AAUSETF | 19 funds | $283.8M |
| GEWETF | 17 funds | $37.9M |
| TOVJLENS 500 JEWISH | 16 funds | $16.5M |
| FMTMmc | 14 funds | $26.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TAX/capital-change-brief"
Use Arkolith's capital_change_brief for TAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.