Signals

← Signals

☆TAXF

120 in-universe funds with a nonzero position in TAXF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#20834
Score / z0.000 / -0.02
Consensus47.50 over 77 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 115.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 77.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 32.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 21.1 2.3% 4 -0.0 pp -0.1 pp -0.4 pp +2.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 20.4 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 19.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 17.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 9.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 8.9 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 4.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 3.6 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.6 0.7% 4 -0.1 pp -0.0 pp +0.1 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 1.2 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 1.2 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Palatine Hill Wealth Management, LLC CIK 0002107248 0.498 55 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.4 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just TAXF). Qtrs Held counts distinct quarters this fund has actually held TAXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TAXF position size. Δ columns are the percentage-point change in TAXF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status