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No 8-K filings in the last 30 days.
Institutional coverage is still building for this ticker.
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
60 filers reported a long position in TAXX for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| EP Wealth Advisors, LLC | $79.6M | 1.6M | +2.5% |
| Tanager Wealth Management LLP | $11.9M | 234.7K | +1.9% |
| Delos Wealth Advisors, LLC | $8.1M | 158.8K | +19% |
| BCGM Wealth Management, LLC | $5.7M | 112.5K | +4.2% |
| MML INVESTORS SERVICES, LLC | $5M | 98.9K | +136% |
| INCOME RESEARCH & MANAGEMENT | $4.9M | 97K | -3% |
| ASSETMARK, INC | $4.4M | 86.1K | +8.1% |
| Integrated Wealth Concepts LLC | $4M | 79.2K | +43.7% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $4M | 78.8K | Unchanged |
| AE Wealth Management LLC | $3.8M | 74.2K | +48.3% |
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