Security record
TAXE
name pending profile ingest
10Tracked holders
0Δ holders
544.15KShares held
$27.90MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 188.79K | +27.9% | $9.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 109.75K | New | $5.63M | 0.0% | New | 1 | SEC ↗ ×5 |
| 3 | Jones Financial Companies Lllp | 60.01K | +913.5% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 55.40K | -76.5% | $2.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 54.20K | +20.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 52.92K | -18.7% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 8.61K | -68.4% | $441,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 8.21K | -4.2% | $420,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 5.03K | New | $257,811 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.24K | +23.2% | $63,763 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank of New York Mellon Corp | $5.63M | 0.0% |
| Citadel Advisors | $257,811 | 0.0% |
Exited
| UBS Group AG | $4,819 | was 0.0% |
| Fidelity (FMR) | $51 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 676.63K shares, $34.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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