Security record · archived quarter
TAXX
name pending profile ingest
8Tracked holders
0Δ holders
465.84KShares held
$23.63MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 352.37K | n/a | $17.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 37.26K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 19.64K | n/a | $996,120 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 19.43K | n/a | $985,369 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 17.85K | n/a | $905,149 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 7.58K | n/a | $384,356 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 6.97K | +2.1% | $353,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.75K | 0.0% | $240,666 | 0.0% | Held | 3 | 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): 54 holders, 3.61M shares, $181.85M 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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