TAXF(TAXF)
TAXF
$48.63—Stale · unknown old
NYSE • Last print unknown ago
$48.63—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2.45M | Jun 30, 26 | +145.63K | 17.89% |
| LPL Financial LLC | 690.05K | Jun 30, 26 | +36.48K | 5.05% |
| MORGAN STANLEY | 457.04K | Jun 30, 26 | +72.22K | 3.34% |
| Goldstein Advisors, LLC | 436.47K | Jun 30, 26 | +15.53K | 3.19% |
| CX Institutional | 428.30K | Jun 30, 26 | +20.82K | 3.13% |
| AMERIPRISE FINANCIAL INC | 353.82K | Jun 30, 26 | +96.96K | 2.59% |
| Prime Capital Investment Advisors, LLC | 351.00K | Jun 30, 26 | +11.51K | 2.57% |
| RAYMOND JAMES FINANCIAL INC | 276.07K | Jun 30, 26 | +1.86K | 2.02% |
| Private Advisor Group, LLC | 239.55K | Jun 30, 26 | +46.87K | 1.75% |
| CONDOR CAPITAL MANAGEMENT | 177.88K | Jun 30, 26 | +739 | 1.30% |
| IFP Advisors, Inc | 148.18K | Jun 30, 26 | +9.46K | 1.08% |
| Dynamic Advisor Solutions LLC | 123.32K | Jun 30, 26 | -1.35K | 0.90% |
| SRS Capital Advisors, Inc. | 117.64K | Jun 30, 26 | +117.64K | 0.86% |
| NewEdge Advisors, LLC | 116.75K | Jun 30, 26 | +9.77K | 0.85% |
| FAS Wealth Partners, Inc. | 105.05K | Jun 30, 26 | +8.12K | 0.77% |
| Henderson Brothers Financial Partners, LLC | 96.64K | Jun 30, 26 | -87.70K | 0.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 94.63K | Jun 30, 26 | -9.06K | 0.69% |
| Kestra Advisory Services, LLC | 89.30K | Jun 30, 26 | -3.48K | 0.65% |
| GEM Asset Management, LLC | 87.21K | Jun 30, 26 | +15.18K | 0.64% |
| Elequin Securities, LLC | 83.50K | Jun 30, 26 | +59.33K | 0.61% |
| JANE STREET GROUP, LLC | 83.15K | Jun 30, 26 | +46.06K | 0.61% |
| Visionary Wealth Advisors | 74.57K | Jun 30, 26 | +4.94K | 0.55% |
| Cambridge Investment Research Advisors, Inc. | 70.93K | Jun 30, 26 | -136 | 0.52% |
| GOLDMAN SACHS GROUP INC | 65.57K | Jun 30, 26 | +65.57K | 0.48% |
| ARQ WEALTH ADVISORS, LLC | 65.47K | Jun 30, 26 | +65.47K | 0.48% |
| JPMORGAN CHASE & CO | 64.03K | Jun 30, 26 | +12.77K | 0.47% |
| IHT Wealth Management, LLC | 62.42K | Jun 30, 26 | -1.60K | 0.46% |
| HighTower Advisors, LLC | 61.79K | Jun 30, 26 | +3.78K | 0.45% |
| Resources Investment Advisors, LLC. | 60.81K | Jun 30, 26 | +700 | 0.44% |
| CARY STREET PARTNERS FINANCIAL LLC | 58.48K | Jun 30, 26 | +58.48K | 0.43% |
| Landmark Wealth Management, LLC | 57.03K | Jun 30, 26 | +5.09K | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 52.82K | Jun 30, 26 | +12.80K | 0.39% |
| MERCER GLOBAL ADVISORS INC /ADV | 48.48K | Jun 30, 26 | -5.28K | 0.35% |
| ROYAL BANK OF CANADA | 47.53K | Jun 30, 26 | +7.06K | 0.35% |
| GWN SECURITIES INC. | 44.15K | Jun 30, 26 | -- | 0.32% |
| Allied Private Wealth LLC | 43.89K | Jun 30, 26 | +43.89K | 0.32% |
| OneAscent Financial Services LLC | 39.74K | Jun 30, 26 | +825 | 0.29% |
| Mutual Advisors, LLC | 38.07K | Jun 30, 26 | +2.51K | 0.28% |
| Cooper Capital Advisors LLC | 34.40K | Jun 30, 26 | +4.00K | 0.25% |
| PNC FINANCIAL SERVICES GROUP, INC. | 33.85K | Jun 30, 26 | +9.69K | 0.25% |
| Pine Valley Investments Ltd Liability Co | 33.80K | Jun 30, 26 | -59 | 0.25% |
| MATHER GROUP, LLC. | 28.83K | Jun 30, 26 | -21.27K | 0.21% |
| Melone Private Wealth, LLC | 27.65K | Jun 30, 26 | +3.15K | 0.20% |
| First Heartland Consultants, Inc. | 27.52K | Jun 30, 26 | -23.40K | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 25.59K | Jun 30, 26 | +14.99K | 0.19% |
| Foundations Investment Advisors, LLC | 24.96K | Jun 30, 26 | +2.12K | 0.18% |
| Midwestern Financial, LLC /IA | 23.16K | Jun 30, 26 | -219 | 0.17% |
| CNB Bank | 20.45K | Jun 30, 26 | +1.52K | 0.15% |
| Concurrent Investment Advisors, LLC | 18.83K | Jun 30, 26 | +14.33K | 0.14% |
| Equitable Holdings, Inc. | 17.45K | Jun 30, 26 | -6.20K | 0.13% |
| STIFEL FINANCIAL CORP | 17.23K | Jun 30, 26 | +1.02K | 0.13% |
| Aprio Wealth Management, LLC | 17.23K | Jun 30, 26 | -1.00K | 0.13% |
| Equity Wealth Partners, LLC | 16.65K | Jun 30, 26 | +316 | 0.12% |
| Westside Investment Management, Inc. | 16.20K | Jun 30, 26 | -600 | 0.12% |
| ERn Financial, LLC | 16.17K | Jun 30, 26 | -598 | 0.12% |
| REGIMEN WEALTH, LLC | 15.58K | Jun 30, 26 | +142 | 0.11% |
| Altus Wealth Group LLC | 15.24K | Jun 30, 26 | +4.99K | 0.11% |
| Prosperity Consulting Group, LLC | 14.52K | Jun 30, 26 | -- | 0.11% |
| PFG Advisors | 14.23K | Jun 30, 26 | -5.87K | 0.10% |
| Gerber Kawasaki Wealth & Investment Management | 14.14K | Jun 30, 26 | +1.35K | 0.10% |
| SageView Advisory Group, LLC | 13.38K | Jun 30, 26 | +33 | 0.10% |
| marrick wealth, LLC | 13.27K | Jun 30, 26 | +78 | 0.10% |
| Core Wealth Advisors, Inc. | 13.16K | Jun 30, 26 | -4.43K | 0.10% |
| Clearview Wealth Management LLC | 13.00K | Jun 30, 26 | -93 | 0.10% |
| Portfolio Resources Advisor Group, Inc. | 12.95K | Jun 30, 26 | +12.95K | 0.09% |
| FIFTH THIRD BANCORP | 11.02K | Jun 30, 26 | -5.41K | 0.08% |
| CITADEL ADVISORS LLC | 10.95K | Jun 30, 26 | +10.95K | 0.08% |
| Cetera Investment Advisers | 10.70K | Jun 30, 26 | +17 | 0.08% |
| Brinker Capital Investments, LLC | 10.06K | Jun 30, 26 | -73 | 0.07% |
| MML INVESTORS SERVICES, LLC | 9.96K | Jun 30, 26 | +5.57K | 0.07% |
| Palatine Hill Wealth Management, LLC | 9.51K | Jun 30, 26 | -570 | 0.07% |
| Merit Financial Group, LLC | 8.98K | Jun 30, 26 | +11 | 0.07% |
| Trilogy Capital Inc. | 8.63K | Jun 30, 26 | +8.63K | 0.06% |
| Pinnacle Financial Partners, Inc. | 8.33K | Jun 30, 26 | +17 | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 8.02K | Jun 30, 26 | -288 | 0.06% |
| Stewardship Advisors, LLC | 7.92K | Jun 30, 26 | -99 | 0.06% |
| Lifeworks Advisors, LLC | 7.44K | Jun 30, 26 | -620 | 0.05% |
| UNIQUE WEALTH, LLC | 7.31K | Jun 30, 26 | +1.42K | 0.05% |
| Arrowroot Family Office, LLC | 7.12K | Jun 30, 26 | +752 | 0.05% |
| Savvy Advisors, Inc. | 6.66K | Jun 30, 26 | -805 | 0.05% |
| UBS Group AG | 6.52K | Jun 30, 26 | +6.42K | 0.05% |
| CASTLE WEALTH MANAGEMENT LLC | 6.33K | Jun 30, 26 | +6.33K | 0.05% |
| C M BIDWELL & ASSOCIATES LTD | 6.18K | Jun 30, 26 | +393 | 0.05% |
| Janney Montgomery Scott LLC | 6.14K | Jun 30, 26 | -- | 0.04% |
| Creative Planning | 6.12K | Jun 30, 26 | +1.42K | 0.04% |
| PRIVATE TRUST CO NA | 5.50K | Jun 30, 26 | -- | 0.04% |
| Inspire Advisors, LLC | 5.38K | Jun 30, 26 | -101 | 0.04% |
| Bill Few Associates, Inc. | 5.04K | Jun 30, 26 | -- | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.68K | Jun 30, 26 | +4.68K | 0.03% |
| Barnes Wealth Management Group, Inc | 4.57K | Jun 30, 26 | +43 | 0.03% |
| Investment Advisory Group, LLC | 4.50K | Jun 30, 26 | -- | 0.03% |
| Fortis Group Advisors, LLC | 4.22K | Jun 30, 26 | +4.22K | 0.03% |
| Pure Financial Advisors, LLC | 4.10K | Jun 30, 26 | -- | 0.03% |
| Frederick Financial Consultants, LLC | 4.06K | Jun 30, 26 | -4.69K | 0.03% |
| PFG Investments, LLC | 4.00K | Jun 30, 26 | -156 | 0.03% |
| Avidian Wealth Solutions, LLC | 3.99K | Jun 30, 26 | +3.99K | 0.03% |
| Lodestone Wealth Management LLC | 3.42K | Jun 30, 26 | -5.78K | 0.02% |
| Integrated Wealth Concepts LLC | 3.32K | Jun 30, 26 | +3.32K | 0.02% |
| Capital Analysts, LLC | 1.45K | Jun 30, 26 | -- | 0.01% |
| BESSEMER GROUP INC | 1.39K | Jun 30, 26 | +1.39K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 899 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 887 | Jun 30, 26 | -136 | 0.01% |
| Geneos Wealth Management Inc. | 790 | Jun 30, 26 | -660 | 0.01% |
| Caldwell Trust Co | 770 | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 750 | Jun 30, 26 | +750 | 0.01% |
| Farther Finance Advisors, LLC | 461 | Jun 30, 26 | -2.37K | 0.00% |
| IFG Advisory, LLC | 424 | Jun 30, 26 | +424 | 0.00% |
| Global Retirement Partners, LLC | 423 | Jun 30, 26 | +423 | 0.00% |
| Financial Management Professionals, Inc. | 65 | Jun 30, 26 | +65 | 0.00% |
| SIGNATUREFD, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 1 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -11.24K | -- |
| Finward Bancorp | -- | Jun 30, 26 | -5.38K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -6.18K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -30.70K | -- |
| Legacy Financial Strategies, LLC | -- | Jun 30, 26 | -7.09K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -41.55K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -500 | -- |
| HighPoint Advisor Group LLC | -- | Jun 30, 26 | -4.29K | -- |
| AMERICAN CENTURY COMPANIES INC | -- | Jun 30, 26 | -28.44K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.27K | -- |
| CWM, LLC | 1.55M | Mar 31, 26 | +163.17K | 11.36% |
| First Affirmative Financial Network | 117.92K | Mar 31, 26 | +117.92K | 0.86% |
| U.S. Capital Wealth Advisors, LLC | 114.13K | Mar 31, 26 | +5.56K | 0.83% |
| COMERICA BANK | 17.33K | Dec 31, 25 | -802 | 0.13% |
| SYNOVUS FINANCIAL CORP | 9.67K | Sep 30, 25 | +17 | 0.07% |
| Good Life Advisors, LLC | -- | Jun 30, 25 | -10.98K | -- |
| Orion Portfolio Solutions, LLC | 38.38K | Mar 31, 25 | -627 | 0.28% |
| Raymond James Financial Services Advisors, Inc. | 127.67K | Sep 30, 24 | +9.88K | 0.93% |
| RAYMOND JAMES & ASSOCIATES | 20.87K | Sep 30, 24 | +5.57K | 0.15% |
| Cetera Advisor Networks LLC | 9.61K | Mar 31, 24 | -23 | 0.07% |
| Quantitative Advantage, LLC | 20.73K | Mar 31, 23 | +5.21K | 0.15% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17.32K | Sep 30, 22 | +17.32K | 0.13% |
| HYA Advisors, Inc | 10.04K | Jun 30, 22 | -11.22K | 0.07% |
| 3D ASSET MANAGEMENT, INC | 37.96K | Sep 30, 20 | +316 | 0.28% |