The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query TAXF owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TAXF"
Use Arkolith to show who owns TAXF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $77.7M | 1.6M | ▲+12% Added · +163K sh | Q1 2026 | |
| 2 | Prime Capital Investment Advisors, LLC | $17.0M | 339K | ▲11× Added · +307K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $9.6M | 193K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 4 | IFP Advisors, Inc | $6.9M | 139K | ▲+9.8% Added · +12K sh | Q1 2026 | |
| 5 | Dynamic Advisor Solutions LLC | $6.2M | 125K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 6 | U.S. Capital Wealth Advisors, LLC | $5.7M | 114K | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $5.4M | 107K | ▲+94% Added · +52K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $4.6M | 93K | ▼−23% Reduced · −27K sh | Q1 2026 | |
| 9 | Visionary Wealth Advisors | $3.5M | 70K | ▼−0.2% Reduced · −170 sh | Q1 2026 | |
| 10 | IHT Wealth Management, LLC | $3.2M | 64K | ▲+1.4% Added · +907 sh | Q1 2026 | |
| 11 | OneAscent Financial Services LLC | $1.9M | 39K | ▲+6.1% Added · +2K sh | Q1 2026 | |
| 12 | Mutual Advisors, LLC | $1.8M | 36K | ▲+2.4% Added · +826 sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $1.2M | 24K | ▲+17% Added · +3K sh | Q1 2026 | |
| 14 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.1M | 23K | ▲+21% Added · +4K sh | Q1 2026 | |
| 15 | PFG Advisors | $1.0M | 20K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 16 | Aprio Wealth Management, LLC | $913K | 18K | —Held | Q1 2026 | |
| 17 | Prosperity Consulting Group, LLC | $727K | 15K | —Held | Q1 2026 | |
| 18 | Gerber Kawasaki Wealth & Investment Management | $640K | 13K | ▼−8.9% Reduced · −1K sh | Q1 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $507K | 10K | ▼−25% Reduced · −3K sh | Q1 2026 | |
| 20 | Merit Financial Group, LLC | $449K | 9K | ▼−5.7% Reduced · −541 sh | Q1 2026 | |
| 21 | Pinnacle Financial Partners, Inc. | $416K | 8K | ▲+3.4% Added · +273 sh | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $225K | 5K | ▲New +5K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $220K | 4K | ▼−57% Reduced · −6K sh | Q1 2026 | |
| 24 | HighPoint Advisor Group LLC | $214K | 4K | ▼−3.4% Reduced · −150 sh | Q1 2026 | |
| 25 | Pure Financial Advisors, LLC | $205K | 4K | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 31 funds | $7.5B |
| NVIDIA CORPNVDA | 31 funds | $6.4B |
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $6.3B |
| VANGUARD S&P 500 ETFVOO | 31 funds | $5.1B |
| MICROSOFT CORPMSFT | 31 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $4.6B |
| AMAZON.COM INCAMZN | 31 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 31 funds | $3.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $3.1B |
| VANGUARD GROWTH ETFVUG | 31 funds | $2.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 31 funds | $2.6B |
| ISHARES CORE MSCI EAFE ETFIEFA | 31 funds | $2.5B |
Ranked by how many of TAXF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.