Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Claro Advisors Inc. (+12%).
9 tracked 13F filers disclose a position in TAXM as of the latest SEC 13F filings, a combined $7.7M 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 | Income Research & Management | 100K | $5.0M | —Held | Q2 2026 | |
| 2 | Tanager Wealth Management LLP | 16K | $800K | ▲+149% Added · +9K sh | Q2 2026 | |
| 3 | Mayflower Financial Advisors, LLC | 10K | $503K | ▲New +10K sh | Q2 2026 | |
| 4 | Rwa Wealth Partners, LLC | 7K | $334K | ▲New +7K sh | Q2 2026 | |
| 5 | Goldman Sachs Group Inc | 6K | $282K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 6 | Claro Advisors Inc. | 5K | $237K | ▲+12% Added · +489 sh | Q2 2026 | |
| 7 | Novem Group | 4K | $226K | ▲New +4K sh | Q2 2026 | |
| 8 | Integrated Wealth Concepts LLC | 4K | $220K | ▲New +4K sh | Q2 2026 | |
| 9 | 1620 Investment Advisors, Inc. | 195 | $10K | ▲+290% Added · +145 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, 1 fund opened a new position in TAXM and 2 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 3 funds | $63.2M |
| Apple IncAAPL | 3 funds | $48.9M |
| Ishares Russell 1000 GrowthIWF | 3 funds | $38.4M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $32.3M |
| Nvidia CorpNVDA | 3 funds | $30.8M |
| Microsoft CorpMSFT | 3 funds | $28.0M |
| Amazon.com IncAMZN | 3 funds | $24.8M |
| JPMorgan Chase & CoJPM | 3 funds | $22.9M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $21.6M |
| Schwab Short-Term US TreasSCHO | 3 funds | $20.8M |
| Broadcom IncAVGO | 3 funds | $20.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $20.0M |
Ranked by how many of TAXM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAXM.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 167 funds | $961.6M |
| XHLFmc | 123 funds | $1.2B |
| XONEmc | 96 funds | $503.7M |
| PCMMUIT EXCHANGE TRADED | 70 funds | $134.4M |
| XEMDJP MORGAN USD EM | 55 funds | $692.0M |
| XSVNETF | 54 funds | $292.3M |
| TAXXSHORT DURATION ETF | 54 funds | $190.8M |
| XFIVETF | 51 funds | $248.6M |
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 TAXM
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/TAXM/capital-change-brief"
Use Arkolith's capital_change_brief for TAXM. 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 TAXM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.