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Institutions Holding TAXX (55 holders)

55 institutions currently hold TAXX, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
EP Wealth Advisors, LLC$77.4M0.38%
CWM, LLC$18.8M0.05%
Tanager Wealth Management LLP$11.6M1.13%
One Capital Management, LLC$10.7M0.29%
Delos Wealth Advisors, LLC$6.7M3.86%
BCGM Wealth Management, LLC$5.5M1.37%
INCOME RESEARCH & MANAGEMENT$5.1M3.00%
ASSETMARK, INC$4.0M0.01%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$4.0M0.61%
Integrated Wealth Concepts LLC$2.8M0.02%
Balance Wealth, LLC$2.7M0.82%
AE Wealth Management LLC$2.5M0.01%
ENVESTNET ASSET MANAGEMENT INC$2.4M0.00%
LAKE STREET PRIVATE WEALTH, LLC$2.2M0.28%
MML INVESTORS SERVICES, LLC$2.1M0.01%
STIFEL FINANCIAL CORP$1.9M0.00%
VICTORY FINANCIAL GROUP, LLC$1.6M0.19%
Baer Investment Advisory LLC$1.6M0.19%
Nemes Rush Group LLC$1.6M0.15%
CGN Advisors LLC$1.3M0.10%
COMMONWEALTH EQUITY SERVICES, LLC$1.1M0.00%
CITADEL ADVISORS LLC$949.2K0.00%
Cetera Investment Advisers$912.8K0.00%
CFS Investment Advisory Services, LLC$902.5K0.06%
RAYMOND JAMES FINANCIAL INC$902.2K0.00%
JANE STREET GROUP, LLC$894.7K0.00%
JDM Financial Group LLC$725.5K0.28%
Patriot Financial Group Insurance Agency, LLC$723.4K0.04%
Inspire Advisors, LLC$701.0K0.06%
Buck Wealth Strategies, LLC$636.7K0.08%
Orion Porfolio Solutions, LLC$633.0K0.01%
Gradient Investments LLC$609.5K0.01%
FLOW TRADERS U.S. LLC$547.0K0.02%
Plum Street Advisors, LLC$546.3K0.19%
LAUREL OAK WEALTH MANAGEMENT, LLC$503.4K0.08%
Bridgewater Advisors Inc.$497.4K0.03%
Impact Partnership Wealth, LLC$445.9K0.06%
SmartHarvest Portfolios, LLC$443.2K0.18%
Concurrent Investment Advisors, LLC$436.5K0.00%
JPMORGAN CHASE & CO$429.4K0.00%
Farther Finance Advisors, LLC$420.3K0.00%
Benchmark Financial, LLC$392.2K0.35%
CATALYST FINANCIAL PARTNERS LLC$362.8K0.04%
Indivisible Partners$342.2K0.03%
BlackRock, Inc.$341.0K0.00%
FIDUCIENT ADVISORS LLC$325.6K0.04%
Guild Investment Management, Inc.$278.1K0.20%
Kestra Advisory Services, LLC$222.1K0.00%
RICHARDSON FINANCIAL SERVICES INC.$57.7K0.04%
Capital Investment Advisory Services, LLC$33.4K0.00%
Sunrise Financial Services, LLC$30.1K0.02%
Ameritas Advisory Services, LLC$27.2K0.00%
UBS Group AG$5.8K0.00%
1620 INVESTMENT ADVISORS, INC.$2.8K0.00%
Sound Income Strategies, LLC$40.00.00%