Who owns TAXF
Which tracked institutional funds hold TAXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAXF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
32 tracked funds added or opened TAXF while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TAXF’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TAXF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TAXF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 106 tracked filers holding TAXF, 65 increased or opened the position and 50 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TAXF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Arax Advisory Partners$6M
- GOLDMAN SACHS GROUP INC$3M
- ARQ WEALTH ADVISORS, LLC$3M
- CARY STREET PARTNERS FINANCIAL LLC$3M
- Allied Private Wealth LLC$2M
- Portfolio Resources Advisor Group, Inc.$648K
Full exits 10
- CWM, LLC$78M
- CX Institutional$20M
- U.S. Capital Wealth Advisors, LLC$6M
- Cambridge Investment Research Advisors, Inc.$4M
- HighTower Advisors, LLC$3M
- Independent Advisor Alliance$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$9M
- NewEdge Advisors, LLC$6M
- AMERIPRISE FINANCIAL INC$5M
- MORGAN STANLEY$4M
- Elequin Capital, LP$3M
- Private Advisor Group, LLC$3M
Largest trims
- Henderson Brothers Financial Partners, LLC$4M
- First Heartland Consultants, Inc.$1M
- MATHER GROUP, LLC.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$379K
- Equitable Holdings, Inc.$304K
- Lodestone Wealth Management LLC$287K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,446,137 | $124M | 30.0% | 2026-Q2 |
| LPL Financial LLC added | 690,054 | $35M | 8.5% | 2026-Q2 |
| MORGAN STANLEY added | 457,043 | $23M | 5.6% | 2026-Q2 |
| Goldstein Advisors, LLC added | 436,469 | $22M | 5.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 353,825 | $18M | 4.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 351,005 | $18M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 276,068 | $14M | 3.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 239,548 | $12M | 2.9% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 177,881 | $9M | 2.2% | 2026-Q2 |
| IFP Advisors, Inc added | 148,181 | $8M | 1.8% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 123,317 | $6M | 1.5% | 2026-Q2 |
| Arax Advisory Partners new | 117,636 | $6M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 116,750 | $6M | 1.4% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 105,053 | $5M | 1.3% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 96,635 | $5M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 94,628 | $5M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 89,298 | $5M | 1.1% | 2026-Q2 |
| GEM Asset Management, LLC added | 87,210 | $4M | 1.1% | 2026-Q2 |
| Elequin Capital, LP added | 83,501 | $4M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 83,147 | $4M | 1.0% | 2026-Q2 |
| Visionary Wealth Advisors added | 74,571 | $4M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 65,573 | $3M | 0.8% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 65,474 | $3M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 64,028 | $3M | 0.8% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 62,424 | $3M | 0.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 60,815 | $3M | 0.7% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 58,481 | $3M | 0.7% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 57,033 | $3M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 52,823 | $3M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 48,477 | $2M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 47,529 | $2M | 0.6% | 2026-Q2 |
| GWN SECURITIES INC. | 44,151 | $2M | 0.5% | 2026-Q2 |
| Allied Private Wealth LLC new | 43,894 | $2M | 0.5% | 2026-Q2 |
| OneAscent Financial Services LLC added | 39,738 | $2M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 38,074 | $2M | 0.5% | 2026-Q2 |
| Cooper Capital Advisors LLC added | 34,400 | $2M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 33,846 | $2M | 0.4% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co trimmed | 33,796 | $2M | 0.4% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 28,833 | $1M | 0.4% | 2026-Q2 |
| Melone Private Wealth, LLC added | 27,646 | $1M | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 27,520 | $1M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 25,595 | $1M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 24,958 | $1M | 0.3% | 2026-Q2 |
| Midwestern Financial, LLC /IA trimmed | 23,160 | $1M | 0.3% | 2026-Q2 |
| CNB Bank added | 20,451 | $1M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 18,829 | $957K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 17,452 | $887K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 17,235 | $876K | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 17,234 | $876K | 0.2% | 2026-Q2 |
| Equity Wealth Partners, LLC added | 16,649 | $846K | 0.2% | 2026-Q2 |
| Westside Investment Management, Inc. trimmed | 16,200 | $824K | 0.2% | 2026-Q2 |
| ERn Financial, LLC trimmed | 16,170 | $822K | 0.2% | 2026-Q2 |
| REGIMEN WEALTH, LLC added | 15,577 | $792K | 0.2% | 2026-Q2 |
| Altus Wealth Group LLC added | 15,237 | $775K | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC | 14,517 | $738K | 0.2% | 2026-Q2 |
| PFG Advisors trimmed | 14,232 | $723K | 0.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 14,140 | $719K | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC added | 13,384 | $680K | 0.2% | 2026-Q2 |
| marrick wealth, LLC added | 13,266 | $674K | 0.2% | 2026-Q2 |
| Core Wealth Advisors, Inc. trimmed | 13,160 | $669K | 0.2% | 2026-Q2 |
| Clearview Wealth Management LLC trimmed | 13,001 | $661K | 0.2% | 2026-Q2 |
| Portfolio Resources Advisor Group, Inc. new | 12,948 | $648K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 11,021 | $560K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 10,945 | $556K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 10,695 | $544K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 10,058 | $511K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,961 | $506K | 0.1% | 2026-Q2 |
| Palatine Hill Wealth Management, LLC trimmed | 9,506 | $483K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 8,982 | $457K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. new | 8,625 | $438K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 8,327 | $423K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 8,024 | $408K | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 7,925 | $403K | 0.1% | 2026-Q2 |
| Lifeworks Advisors, LLC trimmed | 7,439 | $378K | 0.1% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 7,310 | $372K | 0.1% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 7,121 | $362K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 6,658 | $338K | 0.1% | 2026-Q2 |
| UBS Group AG added | 6,524 | $332K | 0.1% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC new | 6,332 | $322K | 0.1% | 2026-Q2 |
| C M BIDWELL & ASSOCIATES LTD added | 6,180 | $314K | 0.1% | 2026-Q2 |
| Creative Planning added | 6,117 | $311K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 5,498 | $280K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 5,379 | $273K | 0.1% | 2026-Q2 |
| Bill Few Associates, Inc. | 5,040 | $256K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,678 | $236K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 4,573 | $233K | 0.1% | 2026-Q2 |
| Investment Advisory Group, LLC | 4,500 | $229K | 0.1% | 2026-Q2 |
| Fortis Group Advisors, LLC trimmed | 4,216 | $214K | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC | 4,100 | $208K | 0.1% | 2026-Q2 |
| Frederick Financial Consultants, LLC trimmed | 4,058 | $206K | 0.0% | 2026-Q2 |
| PFG Investments, LLC trimmed | 4,001 | $203K | 0.0% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC new | 3,987 | $203K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC trimmed | 3,415 | $174K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 3,319 | $169K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 899 | $46K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 887 | $45K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 790 | $40K | 0.0% | 2026-Q2 |
| Caldwell Trust Co | 770 | $39K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 750 | $38K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 461 | $23K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.