TAXM(TAXM)
TAXM
Institutional Ownership
Top 13 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | 100.00K | Jun 30, 26 | -- | 35.53% |
| Tanager Wealth Management LLP | 15.84K | Jun 30, 26 | +9.49K | 5.63% |
| Plum Street Advisors, LLC | 11.30K | Jun 30, 26 | -3.06K | 4.01% |
| Mayflower Financial Advisors, LLC | 9.96K | Jun 30, 26 | +9.96K | 3.54% |
| GOLDMAN SACHS GROUP INC | 6.96K | Jun 30, 26 | +1.30K | 2.47% |
| Adviser Investments LLC | 6.61K | Jun 30, 26 | +6.61K | 2.35% |
| Janney Montgomery Scott LLC | 5.75K | Jun 30, 26 | +5.75K | 2.04% |
| Claro Advisors LLC | 4.69K | Jun 30, 26 | +489 | 1.67% |
| NOVEM GROUP | 4.47K | Jun 30, 26 | +4.47K | 1.59% |
| Integrated Wealth Concepts LLC | 4.37K | Jun 30, 26 | +4.37K | 1.55% |
| UBS Group AG | 198 | Jun 30, 26 | +198 | 0.07% |
| 1620 INVESTMENT ADVISORS, INC. | 195 | Jun 30, 26 | +145 | 0.07% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -7.29K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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