Who owns TAX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of TAX from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 142,233 shares of TAX worth $4.5M; the largest disclosed holder is Financial Enhancement Group LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$4.5M
value, 2026 filers
142,233
shares disclosed
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Financial Enhancement Group LLC | 89,509 | $2.8M | 0.3% | — | 0.0% |
| 2 | HighTower Advisors, LLC | 38,824 | $1.2M | 0.0% | — | +0.6% |
| 3 | Focus Partners Wealth | 13,800 | $437,834 | 0.0% | — | 0.0% |
| 4 | Luminist Capital LLCNEW | 100 | $3,173 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.