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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | $77.4M | 1.5M | ▲+13% Added · +175K sh | Q1 2026 | |
| 2 | CWM, LLC | $18.8M | 373K | ▲+5.8% Added · +20K sh | Q1 2026 | |
| 3 | One Capital Management, LLC | $10.7M | 211K | ▲+4.5% Added · +9K sh | Q1 2026 | |
| 4 | ASSETMARK, INC | $4.0M | 80K | ▲New +80K sh | Q1 2026 | |
| 5 | Integrated Wealth Concepts LLC | $2.8M | 55K | ▲+18% Added · +8K sh | Q1 2026 | |
| 6 | AE Wealth Management LLC | $2.5M | 50K | ▲+365% Added · +39K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48K | ▲New +48K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $2.1M | 42K | ▲New +42K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $1.9M | 37K | ▲+0.2% Added · +69 sh | Q1 2026 | |
| 10 | Mayflower Financial Advisors, LLC | $1.5M | 29K | ▲New +29K sh | Q2 2026 | |
| 11 | CGN Advisors LLC | $1.4M | 28K | ▲+6.1% Added · +2K sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 22K | ▲+12% Added · +2K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $949K | 19K | ▲New +19K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $913K | 18K | ▼−7.1% Reduced · −1K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $902K | 18K | —Held | Q1 2026 | |
| 16 | CFS Investment Advisory Services, LLC | $902K | 18K | ▲+0.1% Added · +16 sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $895K | 18K | ▲+134% Added · +10K sh | Q1 2026 | |
| 18 | JDM Financial Group LLC | $725K | 14K | ▼−9.9% Reduced · −2K sh | Q1 2026 | |
| 19 | Inspire Advisors, LLC | $701K | 14K | ▼−1.9% Reduced · −262 sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $697K | 14K | ▲New +14K sh | Q2 2026 | |
| 21 | Orion Porfolio Solutions, LLC | $633K | 13K | ▼−65% Reduced · −24K sh | Q1 2026 | |
| 22 | Gradient Investments LLC | $614K | 12K | ▲+0.3% Added · +42 sh | Q2 2026 | |
| 23 | Bridgewater Advisors Inc. | $497K | 10K | ▲New +10K sh | Q1 2026 | |
| 24 | Concurrent Investment Advisors, LLC | $436K | 9K | ▲New +9K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $429K | 9K | ▲+22% Added · +2K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $7.6B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $6.6B |
| MICROSOFT CORPMSFT | 15 funds | $4.1B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.1B |
| VANGUARD VALUE ETFVTV | 15 funds | $2.8B |
| BROADCOM INCAVGO | 15 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 15 funds | $1.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $1.7B |
Ranked by how many of TAXX'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 + 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. Every panel above is one call to the Arkolith API & MCP server.