7 tracked 13F filers disclose a position in TAXM as of the latest SEC 13F filings, a combined $7.2M 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 | INCOME RESEARCH & MANAGEMENT | $5.0M | 100K | —Held | Q2 2026 | |
| 2 | Tanager Wealth Management LLP | $800K | 16K | ▲+149% Added · +9K sh | Q2 2026 | |
| 3 | Mayflower Financial Advisors, LLC | $503K | 10K | ▲New +10K sh | Q2 2026 | |
| 4 | CITADEL ADVISORS LLC | $363K | 7K | ▼−46% Reduced · −6K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $282K | 6K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 6 | NOVEM GROUP | $226K | 4K | ▲New +4K sh | Q2 2026 | |
| 7 | 1620 INVESTMENT ADVISORS, INC. | $10K | 195 | ▲+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 1 added to an existing one, while 1 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 | 1 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 1 funds | $2.7B |
| AMAZON.COM INCAMZN | 1 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 1 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 1 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 1 funds | $1.4B |
| APPLE INCAAPL | 1 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 1 funds | $1.0B |
| BROADCOM INCAVGO | 1 funds | $1.0B |
| MICROSOFT CORPMSFT | 1 funds | $976.6M |
| ALPHABET INC-CL AGOOGL | 1 funds | $816.7M |
| WARNER BROS DISCOVERY INCWBD | 1 funds | $806.8M |
Ranked by how many of TAXM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.