Security record · archived quarter
TAXF
name pending profile ingest
27Tracked holders
0Δ holders
4.89MShares held
$248.40MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.45M | +6.3% | $124.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 690.05K | +5.6% | $35.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 457.04K | +18.8% | $23.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 457.04K | +18.8% | $23.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 353.82K | +37.8% | $17.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 276.07K | +0.7% | $14.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 276.07K | +0.7% | $14.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 94.63K | -8.7% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 83.15K | +124.2% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 65.57K | New | $3.33M | 0.0% | New | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 64.03K | +24.9% | $3.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 64.03K | +24.9% | $3.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 61.79K | +6.5% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 52.82K | +32.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 52.82K | +32.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 48.48K | -9.8% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 47.53K | +17.4% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 33.85K | +40.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 25.59K | +141.5% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 17.23K | +6.3% | $876,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 17.23K | +6.3% | $876,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 11.02K | -32.9% | $560,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 10.95K | New | $556,389 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 10.70K | +0.2% | $543,666 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 9.96K | +126.8% | $506,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 8.02K | -3.5% | $407,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 6.52K | +6359.4% | $331,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 6.52K | +6359.4% | $331,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Creative Planning | 6.12K | +30.1% | $310,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 4.68K | New | $236,479 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 887 | -13.3% | $45,091 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1 | — | $44 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 1 | 0.0% | $35 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $3.33M | 0.0% |
| Citadel Advisors | $556,389 | 0.0% |
| Wealth Enhancement Advisory… | $236,479 | 0.0% |
Exited
| Mariner, LLC | $1.54M | was 0.0% |
| American Century Companies Inc | $1.42M | was 0.0% |
| Susquehanna International… | $562,812 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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