Among active 13F managers last quarter, 1 added and 3 reduced; the largest holder to move was Kesler, Norman & Wride, LLC (−1.0%).
8 tracked 13F filers disclose a position in TAX as of the latest SEC 13F filings, a combined $14.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kesler, Norman & Wride, LLC | 228K | $7.2M | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 2 | Financial Enhancement Group LLC | 90K | $2.8M | —Held | Q2 2026 | |
| 3 | HighTower Advisors, LLC | 39K | $1.0M | ▼−20% Reduced · −10K sh | Q1 2026 | |
| 4 | Cambria Investment Management, L.P. | 35K | $1.1M | ▲~0% Added · +17 sh | Q2 2026 | |
| 5 | Empowered Funds, LLC | 35K | $961K | ▼−87% Reduced · −231K sh | Q1 2026 | |
| 6 | AQR Capital Management LLC | 29K | $775K | —Held | Q1 2026 | |
| 7 | Focus Partners Wealth | 14K | $374K | ▲+73% Added · +6K sh | Q1 2026 | |
| 8 | Farther Finance Advisors, LLC | 12K | $330K | ▼−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, 1 fund added to an existing position in TAX, while 3 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $6.2B |
| Apple IncAAPL | 6 funds | $4.4B |
| Microsoft CorpMSFT | 6 funds | $4.1B |
| Amazon.com IncAMZN | 6 funds | $2.3B |
| Broadcom IncAVGO | 6 funds | $2.2B |
| Alphabet Inc-CL AGOOGL | 6 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 6 funds | $1.7B |
| Booking Holdings IncBKNG | 6 funds | $1.4B |
| Ge Vernova IncGEV | 6 funds | $1.3B |
| Walmart IncWMT | 6 funds | $1.3B |
| Costco Wholesale CorpCOST | 6 funds | $1.1B |
| Johnson & JohnsonJNJ | 6 funds | $976.3M |
Ranked by how many of TAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAX.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 39 funds | $311.0M |
| AAUACom | 34 funds | $233.8M |
| USEWExchange Traded Fund | 34 funds | $129.5M |
| ORRMILITIA LONG/SHO | 33 funds | $77.4M |
| AAUSETF | 26 funds | $333.3M |
| GEQETF | 25 funds | $74.5M |
| GEWETF | 25 funds | $62.6M |
| FMTMmc | 24 funds | $37.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TAX
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.