TAXM

Institutional Ownership

Top 13 Institutional Holders
HolderSharesDateChange% Held
INCOME RESEARCH & MANAGEMENT100.00KJun 30, 26--35.53%
Tanager Wealth Management LLP15.84KJun 30, 26+9.49K5.63%
Plum Street Advisors, LLC11.30KJun 30, 26-3.06K4.01%
Mayflower Financial Advisors, LLC9.96KJun 30, 26+9.96K3.54%
GOLDMAN SACHS GROUP INC6.96KJun 30, 26+1.30K2.47%
Adviser Investments LLC6.61KJun 30, 26+6.61K2.35%
Janney Montgomery Scott LLC5.75KJun 30, 26+5.75K2.04%
Claro Advisors LLC4.69KJun 30, 26+4891.67%
NOVEM GROUP4.47KJun 30, 26+4.47K1.59%
Integrated Wealth Concepts LLC4.37KJun 30, 26+4.37K1.55%
UBS Group AG198Jun 30, 26+1980.07%
1620 INVESTMENT ADVISORS, INC.195Jun 30, 26+1450.07%
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

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.