Among active 13F managers last quarter, 3 opened and 2 added, while 1 reduced; the largest holder to move was Price T Rowe Associates Inc (+106%).
24 tracked 13F filers disclose a position in TAXE as of the latest SEC 13F filings, a combined $53.1M 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 | Price T Rowe Associates Inc | 287K | $14.7M | ▲+106% Added · +147K sh | Q2 2026 | |
| 2 | Raymond James Financial Inc | 235K | $11.9M | ▲12× Added · +217K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 148K | $7.5M | ▲+266% Added · +107K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 65K | $3.3M | ▲+189% Added · +43K sh | Q1 2026 | |
| 5 | Well Done, LLC | 57K | $2.9M | —Held | Q2 2026 | |
| 6 | Bensler, LLC | 49K | $2.5M | ▲New +49K sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | 45K | $2.3M | ▲+257% Added · +32K sh | Q1 2026 | |
| 8 | &Partners | 38K | $1.9M | ▲+1.6% Added · +589 sh | Q2 2026 | |
| 9 | Jane Street Group, LLC | 27K | $1.4M | ▲+102% Added · +14K sh | Q1 2026 | |
| 10 | Old Mission Capital LLC | 13K | $670K | ▼−81% Reduced · −57K sh | Q1 2026 | |
| 11 | KFG Wealth Management, LLC | 12K | $623K | ▲New +12K sh | Q2 2026 | |
| 12 | Private Advisor Group, LLC | 11K | $554K | ▲+33% Added · +3K sh | Q2 2026 | |
| 13 | Truist Financial Corp | 9K | $435K | ▲+20% Added · +1K sh | Q1 2026 | |
| 14 | JB Capital LLC | 8K | $431K | ▲+36% Added · +2K sh | Q2 2026 | |
| 15 | Integrated Wealth Concepts LLC | 8K | $424K | ▲New +8K sh | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 6K | $299K | ▲New +6K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 5K | $258K | ▲New +5K sh | Q2 2026 | |
| 18 | Landmark Wealth Management, LLC | 5K | $252K | ▼−1.9% Reduced · −96 sh | Q2 2026 | |
| 19 | Cary Street Partners Financial LLC | 4K | $221K | ▲New +4K sh | Q1 2026 | |
| 20 | Fourth Dimension Wealth, LLC | 4K | $179K | —Held | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | 3K | $169K | ▲+44% Added · +1K sh | Q2 2026 | |
| 22 | Creative Financial Designs Inc | 1K | $62K | —Held | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 1K | $51K | ▲+0.9% Added · +9 sh | Q1 2026 | |
| 24 | UBS Group AG | 95 | $5K | ▼−63% Reduced · −161 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, 3 funds opened a new position in TAXE and 2 added to an existing one, while 1 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 | 8 funds | $76.5B |
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.9B |
| Taiwan Semiconductor-SP ADRTSM | 8 funds | $5.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $741.6M |
| Lockheed Martin CorpLMT | 8 funds | $516.4M |
| Vanguard S&P 500 ETFVOO | 8 funds | $268.1M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $197.2M |
| Apple IncAAPL | 7 funds | $48.6B |
| Alphabet Inc-CL AGOOGL | 7 funds | $37.4B |
| Microsoft CorpMSFT | 7 funds | $34.1B |
| Broadcom IncAVGO | 7 funds | $32.5B |
| Amazon.com IncAMZN | 7 funds | $28.7B |
Ranked by how many of TAXE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAXE.
| Class | 13F holders | Value held |
|---|---|---|
| TCAFmc | 327 funds | $4.6B |
| TCHPmc | 168 funds | $1.4B |
| TMSLmc | 157 funds | $1.4B |
| TDVGmc | 127 funds | $871.1M |
| TSPAmc | 125 funds | $1.8B |
| TFLRmc | 112 funds | $352.7M |
| TBUXULTRA SHRT TRM | 110 funds | $378.1M |
| TOUSMF Closed and MF Open | 75 funds | $1.2B |
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.
Connected entities for TAXE
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/TAXE/capital-change-brief"
Use Arkolith's capital_change_brief for TAXE. 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 TAXE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.