93 tracked 13F filers disclose a position in TAXF as of the latest SEC 13F filings, a combined $439.2M 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 | ENVESTNET ASSET MANAGEMENT INC | $115.1M | 2.3M | ▲+4.8% Added · +106K sh | Q1 2026 | |
| 2 | CWM, LLC | $77.7M | 1.6M | ▲+12% Added · +163K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $32.7M | 654K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 4 | Goldstein Advisors, LLC | $22.2M | 436K | ▲+3.7% Added · +16K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $19.3M | 385K | ▼−8.9% Reduced · −38K sh | Q1 2026 | |
| 6 | Prime Capital Investment Advisors, LLC | $17.8M | 351K | ▲+3.4% Added · +12K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $13.7M | 274K | ▲+28% Added · +60K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $12.9M | 257K | ▲+74% Added · +109K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $12.2M | 240K | ▲+24% Added · +47K sh | Q2 2026 | |
| 10 | IFP Advisors, Inc | $7.5M | 148K | ▲+6.8% Added · +9K sh | Q2 2026 | |
| 11 | Dynamic Advisor Solutions LLC | $6.3M | 123K | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 12 | U.S. Capital Wealth Advisors, LLC | $5.7M | 114K | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $5.4M | 107K | ▲+94% Added · +52K sh | Q1 2026 | |
| 14 | FAS Wealth Partners, Inc. | $5.3M | 105K | ▲+8.4% Added · +8K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 104K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $4.5M | 89K | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 17 | GEM Asset Management, LLC | $4.4M | 87K | ▲+21% Added · +15K sh | Q2 2026 | |
| 18 | Visionary Wealth Advisors | $3.5M | 70K | ▼−0.2% Reduced · −170 sh | Q1 2026 | |
| 19 | ARQ WEALTH ADVISORS, LLC | $3.3M | 65K | ▲Added Added · +65K sh | Q2 2026 | |
| 20 | IHT Wealth Management, LLC | $3.2M | 64K | ▲+1.4% Added · +907 sh | Q1 2026 | |
| 21 | OneDigital Investment Advisors LLC | $3.0M | 60K | ▲+8.8% Added · +5K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $2.9M | 58K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 54K | ▼−15% Reduced · −10K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $2.6M | 51K | ▲+69% Added · +21K sh | Q1 2026 | |
| 25 | MATHER GROUP, LLC. | $2.5M | 50K | ▲+1.9% Added · +916 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, 7 funds opened a new position in TAXF and 18 added to an existing one, while 10 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 |
|---|---|---|
| NVIDIA CORPNVDA | 41 funds | $13.9B |
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $3.4B |
| APPLE INCAAPL | 40 funds | $10.4B |
| ALPHABET INC-CL AGOOGL | 40 funds | $6.5B |
| ALPHABET INC-CL CGOOG | 40 funds | $3.8B |
| VANGUARD S&P 500 ETFVOO | 40 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $2.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 40 funds | $2.2B |
| AMAZON.COM INCAMZN | 39 funds | $6.8B |
| TESLA INCTSLA | 39 funds | $3.2B |
| ELI LILLY & COLLY | 39 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 39 funds | $2.1B |
Ranked by how many of TAXF's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for TAXF
This stock 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/TAXF/capital-change-brief"
Use Arkolith's capital_change_brief for TAXF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TAXF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.