Who owns TAXF (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-Q1 13F filings. 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
23 tracked funds added or opened TAXF while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 105 tracked filers holding TAXF, 63 increased or opened the position and 33 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 2025-Q4 and 2026-Q1 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 9
- Henderson Brothers Financial Partners, LLC$9M
- First Heartland Consultants, Inc.$3M
- Independent Advisor Alliance$2M
- Cooper Capital Advisors LLC$2M
- AMERICAN CENTURY COMPANIES INC$1M
- Elequin Capital, LP$1M
Full exits 6
- FLOW TRADERS U.S. LLC$5M
- FAS Wealth Partners, Inc.$4M
- Pursuit Wealth Management LLC$4M
- Pine Valley Investments Ltd Liability Co$2M
- COMERICA BANK$873K
- SageView Advisory Group, LLC$671K
Largest adds
- Prime Capital Investment Advisors, LLC$15M
- CWM, LLC$8M
- AMERIPRISE FINANCIAL INC$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
- RAYMOND JAMES FINANCIAL INC$3M
- JANE STREET GROUP, LLC$1M
Largest trims
- NewEdge Advisors, LLC$3M
- MORGAN STANLEY$2M
- Kestra Advisory Services, LLC$1M
- Savvy Advisors, Inc.$621K
- Mariner, LLC$539K
- MERCER GLOBAL ADVISORS INC /ADV$510K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,300,509 | $115M | 22.8% | 2026-Q1 |
| CWM, LLC added | 1,552,913 | $78M | 15.4% | 2026-Q1 |
| LPL Financial LLC added | 653,570 | $33M | 6.5% | 2026-Q1 |
| Goldstein Advisors, LLC added | 420,940 | $21M | 4.2% | 2026-Q1 |
| CX Institutional added | 407,485 | $20M | 4.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 384,823 | $19M | 3.8% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 339,492 | $17M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 274,203 | $14M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 256,869 | $13M | 2.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 192,683 | $10M | 1.9% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 184,331 | $9M | 1.8% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT added | 177,142 | $9M | 1.8% | 2026-Q1 |
| IFP Advisors, Inc added | 138,718 | $7M | 1.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 124,663 | $6M | 1.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 114,131 | $6M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 103,684 | $5M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 92,776 | $5M | 0.9% | 2026-Q1 |
| GEM Asset Management, LLC added | 72,033 | $4M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 71,064 | $4M | 0.7% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 69,628 | $3M | 0.7% | 2026-Q1 |
| IHT Wealth Management, LLC added | 64,021 | $3M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 60,115 | $3M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 58,005 | $3M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 53,752 | $3M | 0.5% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 51,941 | $3M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 51,261 | $3M | 0.5% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 50,920 | $3M | 0.5% | 2026-Q1 |
| MATHER GROUP, LLC. added | 50,101 | $3M | 0.5% | 2026-Q1 |
| GWN SECURITIES INC. added | 44,151 | $2M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 41,546 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 40,468 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 40,022 | $2M | 0.4% | 2026-Q1 |
| OneAscent Financial Services LLC added | 38,913 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 37,091 | $2M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 35,565 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 30,701 | $2M | 0.3% | 2026-Q1 |
| Cooper Capital Advisors LLC trimmed | 30,400 | $2M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 28,436 | $1M | 0.3% | 2026-Q1 |
| Melone Private Wealth, LLC added | 24,494 | $1M | 0.2% | 2026-Q1 |
| Elequin Capital, LP new | 24,174 | $1M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 24,152 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 23,648 | $1M | 0.2% | 2026-Q1 |
| Midwestern Financial, LLC /IA trimmed | 23,379 | $1M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 22,843 | $1M | 0.2% | 2026-Q1 |
| PFG Advisors trimmed | 20,105 | $1M | 0.2% | 2026-Q1 |
| First Affirmative Financial Network | 19,392 | $974K | 0.2% | 2026-Q1 |
| CNB Bank | 18,932 | $948K | 0.2% | 2026-Q1 |
| Aprio Wealth Management, LLC | 18,234 | $913K | 0.2% | 2026-Q1 |
| Core Wealth Advisors, Inc. trimmed | 17,593 | $881K | 0.2% | 2026-Q1 |
| Westside Investment Management, Inc. | 16,800 | $841K | 0.2% | 2026-Q1 |
| ERn Financial, LLC added | 16,768 | $839K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 16,433 | $822K | 0.2% | 2026-Q1 |
| Equity Wealth Partners, LLC trimmed | 16,333 | $817K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 16,210 | $811K | 0.2% | 2026-Q1 |
| REGIMEN WEALTH, LLC added | 15,435 | $773K | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 14,517 | $727K | 0.1% | 2026-Q1 |
| marrick wealth, LLC added | 13,188 | $660K | 0.1% | 2026-Q1 |
| Clearview Wealth Management LLC new | 13,094 | $655K | 0.1% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 12,792 | $640K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,245 | $563K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 10,678 | $534K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 10,600 | $529K | 0.1% | 2026-Q1 |
| Altus Wealth Group LLC added | 10,247 | $513K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 10,131 | $507K | 0.1% | 2026-Q1 |
| Palatine Hill Wealth Management, LLC added | 10,076 | $504K | 0.1% | 2026-Q1 |
| Lodestone Wealth Management LLC trimmed | 9,197 | $460K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 8,971 | $449K | 0.1% | 2026-Q1 |
| Frederick Financial Consultants, LLC trimmed | 8,750 | $438K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 8,312 | $416K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 8,310 | $416K | 0.1% | 2026-Q1 |
| Lifeworks Advisors, LLC | 8,059 | $403K | 0.1% | 2026-Q1 |
| Stewardship Advisors, LLC | 8,024 | $402K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 7,463 | $374K | 0.1% | 2026-Q1 |
| Legacy Financial Strategies, LLC | 7,086 | $355K | 0.1% | 2026-Q1 |
| Arrowroot Family Office, LLC | 6,200 | $312K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 6,185 | $310K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC | 6,140 | $307K | 0.1% | 2026-Q1 |
| UNIQUE WEALTH, LLC new | 5,886 | $295K | 0.1% | 2026-Q1 |
| C M BIDWELL & ASSOCIATES LTD added | 5,787 | $290K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 5,498 | $275K | 0.1% | 2026-Q1 |
| Sunpointe, LLC trimmed | 184,974 | $9M | 1.8% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 91,444 | $5M | 0.9% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 88,133 | $4M | 0.9% | 2025-Q4 stale |
| Pursuit Wealth Management LLC new | 81,546 | $4M | 0.8% | 2025-Q4 stale |
| ARQ WEALTH ADVISORS, LLC added | 59,609 | $3M | 0.6% | 2025-Q2 stale |
| Certified Advisory Corp added | 58,680 | $3M | 0.6% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 38,375 | $2M | 0.4% | 2025-Q1 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 34,102 | $2M | 0.3% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 32,973 | $2M | 0.3% | 2025-Q1 stale |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 17,885 | $885K | 0.2% | 2025-Q1 stale |
| COMERICA BANK trimmed | 17,328 | $873K | 0.2% | 2025-Q4 stale |
| SageView Advisory Group, LLC trimmed | 13,326 | $671K | 0.1% | 2025-Q4 stale |
| Strategic Wealth Partners, Ltd. new | 12,493 | $628K | 0.1% | 2025-Q3 stale |
| NORTHERN TRUST CORP new | 11,336 | $569K | 0.1% | 2025-Q3 stale |
| Blue Rock Wealth Management LLC trimmed | 11,050 | $547K | 0.1% | 2025-Q1 stale |
| Good Life Advisors, LLC trimmed | 10,977 | $543K | 0.1% | 2025-Q1 stale |
| SYNOVUS FINANCIAL CORP added | 9,670 | $486K | 0.1% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 9,625 | $476K | 0.1% | 2025-Q1 stale |
| Crossmark Global Holdings, Inc. trimmed | 7,979 | $400K | 0.1% | 2025-Q3 stale |
| Sigma Planning Corp added | 6,585 | $322K | 0.1% | 2025-Q2 stale |
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.