Security record · archived quarter
TAXF
name pending profile ingest
25Tracked holders
0Δ holders
5.47MShares held
$275.35MReported value
+0New positions
−0Exits
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 Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | 0 | 4.89M | $248.40M | +3 | −3 |
| Q1 2026 | 28 | +3 | 5.97M | $299.00M | +3 | — |
| Q4 2025 | 25 | 0 | 5.47M | $275.35M | — | — |
| Q3 2025 | 3 | +1 | 371.14K | $18.64M | +1 | — |
| Q1 2025 | 1 | 0 | 5.28K | $261,155 | +1 | −1 |
| Q4 2024 | 1 | +1 | 4.37K | $219,112 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.19M | — | $110.57M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 1.39M | — | $70.02M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 649.18K | — | $32.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 422.32K | +16.7% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 422.32K | +16.7% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 214.16K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 214.16K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 147.81K | — | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 100.53K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 63.53K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 53.80K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 41.20K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 41.20K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 37.03K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 34.90K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 34.90K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 30.35K | +228.4% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 21.94K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 14.16K | — | $713,230 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 11.24K | — | $566,277 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 10.48K | — | $528,175 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 10.21K | — | $514,200 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 6.90K | — | $347,521 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 5.80K | — | $292,325 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 5.80K | — | $292,325 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 4.41K | — | $222,176 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 975 | — | $49,121 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 52 | — | $2,620 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 1 | 0.0% | $31 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 0 | — | $22 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 104 holders, 9.42M shares, $441.85M 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: Q4 2025 ·
Methodology ·
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