Among active 13F managers last quarter, 7 opened and 19 added, while 15 reduced; the largest holder to move was Goldstein Advisors, LLC (+3.7%). No recent Form 4 insider filings for TAXF.
Funds lean in and no leg opposes.
107 tracked 13F filers disclose a position in TAXF as of the latest SEC 13F filings, a combined $463.8M 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 | Envestnet Asset Management Inc | 2.3M | $115.1M | ▲+4.8% Added · +106K sh | Q1 2026 | |
| 2 | CWM, LLC | 1.6M | $77.7M | ▲+12% Added · +163K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 654K | $32.7M | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 4 | Goldstein Advisors, LLC | 436K | $22.2M | ▲+3.7% Added · +16K sh | Q2 2026 | |
| 5 | Morgan Stanley | 385K | $19.3M | ▼−8.9% Reduced · −38K sh | Q1 2026 | |
| 6 | Prime Capital Investment Advisors, LLC | 351K | $17.8M | ▲+3.4% Added · +12K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 274K | $13.7M | ▲+28% Added · +60K sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 257K | $12.9M | ▲+74% Added · +109K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | 240K | $12.2M | ▲+24% Added · +47K sh | Q2 2026 | |
| 10 | Condor Capital Management | 178K | $9.0M | ▲+0.4% Added · +739 sh | Q2 2026 | |
| 11 | IFP Advisors, Inc | 148K | $7.5M | ▲+6.8% Added · +9K sh | Q2 2026 | |
| 12 | Dynamic Advisor Solutions LLC | 123K | $6.3M | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 13 | Arax Advisory Partners | 118K | $6.0M | ▲New +118K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | 117K | $5.9M | ▲+9.1% Added · +10K sh | Q2 2026 | |
| 15 | U.S. Capital Wealth Advisors, LLC | 114K | $5.7M | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 16 | FAS Wealth Partners, Inc. | 105K | $5.3M | ▲+8.4% Added · +8K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 104K | $5.2M | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | 89K | $4.5M | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 19 | GEM Asset Management, LLC | 87K | $4.4M | ▲+21% Added · +15K sh | Q2 2026 | |
| 20 | Visionary Wealth Advisors | 75K | $3.8M | ▲+7.1% Added · +5K sh | Q2 2026 | |
| 21 | Arq Wealth Advisors, LLC | 65K | $3.3M | ▲Added Added · +65K sh | Q2 2026 | |
| 22 | IHT Wealth Management, LLC | 62K | $3.2M | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | 60K | $3.0M | ▲+8.8% Added · +5K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | 58K | $2.9M | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 25 | Landmark Wealth Management, LLC | 57K | $2.9M | ▲+9.8% Added · +5K sh | Q2 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 19 added to an existing one, while 15 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 | 49 funds | $17.0B |
| Ishares Core S&P 500 ETFIVV | 48 funds | $18.1B |
| Apple IncAAPL | 48 funds | $13.3B |
| Alphabet Inc-CL AGOOGL | 48 funds | $8.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 48 funds | $3.4B |
| Invesco QQQ Trust Series 1QQQ | 48 funds | $2.7B |
| Amazon.com IncAMZN | 47 funds | $9.8B |
| Alphabet Inc-CL CGOOG | 47 funds | $4.9B |
| Tesla IncTSLA | 47 funds | $3.8B |
| JPMorgan Chase & CoJPM | 47 funds | $3.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 47 funds | $1.8B |
| Microsoft CorpMSFT | 46 funds | $9.9B |
Ranked by how many of TAXF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAXF.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 28 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.