54 tracked 13F filers disclose a position in TAXX as of the latest SEC 13F filings, a combined $192.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | $79.6M | 1.6M | ▲+2.5% Added · +39K sh | Q2 2026 | |
| 2 | CWM, LLC | $18.8M | 373K | ▲+5.8% Added · +20K sh | Q1 2026 | |
| 3 | Tanager Wealth Management LLP | $11.9M | 235K | ▲+1.9% Added · +4K sh | Q2 2026 | |
| 4 | One Capital Management, LLC | $10.7M | 211K | —Held | Q2 2026 | |
| 5 | Delos Wealth Advisors, LLC | $8.1M | 159K | ▲+19% Added · +25K sh | Q2 2026 | |
| 6 | BCGM Wealth Management, LLC | $5.7M | 113K | ▲+4.2% Added · +5K sh | Q2 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $5.0M | 99K | ▲+136% Added · +57K sh | Q2 2026 | |
| 8 | INCOME RESEARCH & MANAGEMENT | $4.9M | 97K | ▼−3.0% Reduced · −3K sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | $4.7M | 93K | ▲+68% Added · +38K sh | Q2 2026 | |
| 10 | ASSETMARK, INC | $4.4M | 86K | ▲+8.1% Added · +6K sh | Q2 2026 | |
| 11 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $4.0M | 79K | —Held | Q2 2026 | |
| 12 | AE Wealth Management LLC | $2.5M | 50K | ▲+365% Added · +39K sh | Q1 2026 | |
| 13 | LAUREL OAK WEALTH MANAGEMENT, LLC | $2.5M | 50K | ▲+398% Added · +40K sh | Q2 2026 | |
| 14 | LAKE STREET PRIVATE WEALTH, LLC | $2.5M | 48K | ▲+12% Added · +5K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48K | ▲New +48K sh | Q1 2026 | |
| 16 | Balance Wealth Partners LLC | $2.4M | 47K | ▼−9.7% Reduced · −5K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $1.9M | 37K | ▲+0.2% Added · +69 sh | Q1 2026 | |
| 18 | Mayflower Financial Advisors, LLC | $1.5M | 29K | ▲New +29K sh | Q2 2026 | |
| 19 | CGN Advisors LLC | $1.4M | 28K | ▲+6.1% Added · +2K sh | Q2 2026 | |
| 20 | VICTORY FINANCIAL GROUP, LLC | $1.2M | 23K | ▼−27% Reduced · −9K sh | Q2 2026 | |
| 21 | Buck Wealth Strategies, LLC | $1.2M | 23K | ▲+81% Added · +10K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 22K | ▲+12% Added · +2K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $949K | 19K | ▲New +19K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $913K | 18K | ▼−7.1% Reduced · −1K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $902K | 18K | —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.
Last quarter, 2 funds opened a new position in TAXX and 9 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 22 funds | $2.5B |
| MICROSOFT CORPMSFT | 22 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 22 funds | $1.3B |
| NVIDIA CORPNVDA | 21 funds | $4.5B |
| BROADCOM INCAVGO | 21 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 21 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $832.2M |
| JOHNSON & JOHNSONJNJ | 21 funds | $703.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $645.6M |
| VANGUARD FTSE DEVELOPED ETFVEA | 21 funds | $504.5M |
| AMAZON.COM INCAMZN | 20 funds | $2.3B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $854.3M |
Ranked by how many of TAXX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 166 funds | $950.1M |
| XHLFmc | 125 funds | $1.1B |
| XONEmc | 97 funds | $503.6M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $135.4M |
| XEMDJP MORGAN USD EM | 54 funds | $662.2M |
| XSVNETF | 54 funds | $292.0M |
| TAXXthis pageSHORT DURATION ETF | 54 funds | $192.8M |
| XFIVETF | 52 funds | $248.8M |
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 TAXX
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/TAXX/capital-change-brief"
Use Arkolith's capital_change_brief for TAXX. 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 TAXX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.