TAXX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 98.94K | +136.0% | $5.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Assetmark, Inc | 86.15K | +8.1% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 47.39K | -1.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 36.55K | -2.1% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 25.97K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 24.58K | New | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 24.35K | +10.7% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 20.23K | +7.8% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 18.90K | +4.7% | $958,891 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 15.28K | -14.4% | $775,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 13.77K | New | $697,056 | 0.0% | New | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 8.73K | -50.7% | $442,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4.69K | -44.9% | $237,936 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Hrt Financial Lp | 4.51K | New | $228,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 1.65K | -75.5% | $83,772 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 166 | New | $8,422 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 57 | New | $2,893 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $1.32M | 0.0% |
| Goldman Sachs Group | $1.25M | 0.0% |
| Wealth Enhancement Advisory… | $697,056 | 0.0% |
| Hrt Financial Lp | $228,000 | 0.0% |
| Osaic Holdings, Inc. | $8,422 | 0.0% |
| Jones Financial Companies Lllp | $2,893 | 0.0% |
Exited
| UBS Group AG | $5,763 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.