On this page, we present all of the funds holding TAXF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TAXF, with a link to that fund's top holdings. The next columns indicate the amount of TAXF stock held by each of the funds holding TAXF, followed by the TAXF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 78 funds holding TAXF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding TAXF), click the fund name in the "Holder" column of the funds-holding-TAXF table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Envestnet Asset Management Inc.	1,646,484	$83,905	12/31/2023
TAXF	1,646,484	$83,905	12/31/2023
CWM LLC	733,198	$37,063	03/31/2024
TAXF	733,198	$37,063	03/31/2024
CX Institutional	506,208	$25,583	03/31/2024
TAXF	506,208	$25,583	03/31/2024
LPL Financial LLC	362,181	$18,457	12/31/2023
TAXF	362,181	$18,457	12/31/2023
Goldstein Advisors LLC	327,683	$16,699	12/31/2023
TAXF	327,683	$16,699	12/31/2023
Private Advisor Group LLC	196,449	$10,011	12/31/2023
TAXF	196,449	$10,011	12/31/2023
Resources Investment Advisors LLC.	193,745	$9,873	12/31/2023
TAXF	193,745	$9,873	12/31/2023
Morgan Stanley	130,994	$6,675	12/31/2023
TAXF	130,994	$6,675	12/31/2023
Truist Financial Corp	129,658	$6,607	12/31/2023
TAXF	129,658	$6,607	12/31/2023
Raymond James Financial Services Advisors Inc.	119,709	$6,051	03/31/2024
TAXF	119,709	$6,051	03/31/2024
Advisor Group Holdings Inc.	113,530	$5,786	12/31/2023
TAXF	113,530	$5,786	12/31/2023
Atria Investments LLC	106,209	$5,412	12/31/2023
TAXF	106,209	$5,412	12/31/2023
IFP Advisors Inc	94,994	$4,841	12/31/2023
TAXF	94,994	$4,841	12/31/2023
Commonwealth Equity Services LLC	83,004	$4,230	12/31/2023
TAXF	83,004	$4,230	12/31/2023
Cambridge Investment Research Advisors Inc.	82,101	$4,150	03/31/2024
TAXF	82,101	$4,150	03/31/2024
Visionary Wealth Advisors	73,419	$3,741	12/31/2023
TAXF	73,419	$3,741	12/31/2023
GEM Asset Management LLC	63,891	$3,256	12/31/2023
TAXF	63,891	$3,256	12/31/2023
IHT Wealth Management LLC	62,081	$3,164	12/31/2023
TAXF	62,081	$3,164	12/31/2023
Condor Capital Management	61,599	$3,139	12/31/2023
TAXF	61,599	$3,139	12/31/2023
Certified Advisory Corp	58,204	$2,966	12/31/2023
TAXF	58,204	$2,966	12/31/2023
Landmark Wealth Management LLC	50,243	$2,540	03/31/2024
TAXF	50,243	$2,540	03/31/2024
Financial Advisory Service Inc.	42,609	$2,171	12/31/2023
TAXF	42,609	$2,171	12/31/2023
Mutual Advisors LLC	41,223	$2,101	12/31/2023
TAXF	41,223	$2,101	12/31/2023
Orion Portfolio Solutions LLC	40,388	$2,059	12/31/2023
TAXF	40,388	$2,059	12/31/2023
Global Retirement Partners LLC	40,401	$2,042	03/31/2024
TAXF	40,401	$2,042	03/31/2024
Core Wealth Advisors Inc.	39,300	$2,003	12/31/2023
TAXF	39,300	$2,003	12/31/2023
Pine Valley Investments Ltd Liability Co	38,422	$1,958	12/31/2023
TAXF	38,422	$1,958	12/31/2023
CNB Bank	33,825	$1,724	12/31/2023
TAXF	33,825	$1,724	12/31/2023
Kestra Advisory Services LLC	31,901	$1,626	12/31/2023
TAXF	31,901	$1,626	12/31/2023
OneAscent Financial Services LLC	29,889	$1,511	03/31/2024
TAXF	29,889	$1,511	03/31/2024
Flow Traders U.S. LLC	28,162	$1,435	12/31/2023
TAXF	28,162	$1,435	12/31/2023
Mariner LLC	28,124	$1,433	12/31/2023
TAXF	28,124	$1,433	12/31/2023
Stewardship Advisors LLC	28,294	$1,430	03/31/2024
TAXF	28,294	$1,430	03/31/2024
Mercer Global Advisors Inc. ADV	26,408	$1,346	12/31/2023
TAXF	26,408	$1,346	12/31/2023
U.S. Capital Wealth Advisors LLC	25,969	$1,323	12/31/2023
TAXF	25,969	$1,323	12/31/2023
Dynamic Advisor Solutions LLC	25,631	$1,296	03/31/2024
TAXF	25,631	$1,296	03/31/2024
Jane Street Group LLC	22,194	$1,131	12/31/2023
TAXF	22,194	$1,131	12/31/2023
Financial Advocates Investment Management	21,302	$1,121	12/31/2023
TAXF	21,302	$1,121	12/31/2023
Captrust Financial Advisors	21,166	$1,079	12/31/2023
TAXF	21,166	$1,079	12/31/2023
Good Life Advisors LLC	21,136	$1,077	12/31/2023
TAXF	21,136	$1,077	12/31/2023
Royal Bank of Canada	20,933	$1,067	12/31/2023
TAXF	20,933	$1,067	12/31/2023
Comerica Bank	20,835	$1,062	12/31/2023
TAXF	20,835	$1,062	12/31/2023
Altus Wealth Group LLC	17,630	$898	12/31/2023
TAXF	17,630	$898	12/31/2023
SFG Wealth Management LLC.	14,916	$760	12/31/2023
TAXF	14,916	$760	12/31/2023
Westside Investment Management Inc.	14,800	$748	03/31/2024
TAXF	14,800	$748	03/31/2024
Equitable Holdings Inc.	14,624	$745	12/31/2023
TAXF	14,624	$745	12/31/2023
ERn Financial LLC	14,353	$726	03/31/2024
TAXF	14,353	$726	03/31/2024
J.W. Cole Advisors Inc.	13,735	$700	12/31/2023
TAXF	13,735	$700	12/31/2023
GWM Advisors LLC	13,518	$689	12/31/2023
TAXF	13,518	$689	12/31/2023
Lodestone Wealth Management LLC	13,452	$685	12/31/2023
TAXF	13,452	$685	12/31/2023
Synovus Financial Corp	13,053	$665	12/31/2023
TAXF	13,053	$665	12/31/2023
Merit Financial Group LLC	12,784	$651	12/31/2023
TAXF	12,784	$651	12/31/2023
SageView Advisory Group LLC	12,165	$617	12/31/2023
TAXF	12,165	$617	12/31/2023
First Affirmative Financial Network	11,807	$597	03/31/2024
TAXF	11,807	$597	03/31/2024
PFG Advisors	11,406	$581	12/31/2023
TAXF	11,406	$581	12/31/2023
Raymond James & Associates	10,533	$532	03/31/2024
TAXF	10,533	$532	03/31/2024
Gerber Kawasaki Wealth & Investment Management	10,207	$520	12/31/2023
TAXF	10,207	$520	12/31/2023
Cetera Advisor Networks LLC	9,632	$491	12/31/2023
TAXF	9,632	$491	12/31/2023
Lifeworks Advisors LLC	9,024	$460	12/31/2023
TAXF	9,024	$460	12/31/2023
Private Trust Co. NA	7,895	$399	03/31/2024
TAXF	7,895	$399	03/31/2024
Garrett Investment Advisors LLC	7,556	$382	03/31/2024
TAXF	7,556	$382	03/31/2024
CRA Financial Services LLC	6,246	$316	03/31/2024
TAXF	6,246	$316	03/31/2024
Fortitude Advisory Group L.L.C.	6,022	$307	12/31/2023
TAXF	6,022	$307	12/31/2023
Stifel Financial Corp	5,662	$289	12/31/2023
TAXF	5,662	$289	12/31/2023
HighTower Advisors LLC	5,577	$283	12/31/2023
TAXF	5,577	$283	12/31/2023
Regimen Wealth LLC	5,462	$278	12/31/2023
TAXF	5,462	$278	12/31/2023
Firestone Capital Management	5,215	$266	12/31/2023
TAXF	5,215	$266	12/31/2023
Financial Partners Group Inc	4,479	$228	12/31/2023
TAXF	4,479	$228	12/31/2023
McAdam LLC	4,494	$227	03/31/2024
TAXF	4,494	$227	03/31/2024
C M Bidwell & Associates Ltd.	3,445	$176	12/31/2023
TAXF	3,445	$176	12/31/2023
Bank of America Corp DE	2,413	$123	12/31/2023
TAXF	2,413	$123	12/31/2023
Advisory Services Network LLC	1,678	$86	12/31/2023
TAXF	1,678	$86	12/31/2023
Assetmark Inc.	447	$23	12/31/2023
TAXF	447	$23	12/31/2023
Geneos Wealth Management Inc.	235	$12	12/31/2023
TAXF	235	$12	12/31/2023
Ronald Blue Trust Inc.	218	$11	12/31/2023
TAXF	218	$11	12/31/2023
Signaturefd LLC	11	$1	12/31/2023
TAXF	11	$1	12/31/2023
JPMorgan Chase & Co.	3	$0	12/31/2023
TAXF	3	$0	12/31/2023
Wells Fargo & Company MN	0	$0	12/31/2023
TAXF	0	$0	12/31/2023
Proequities Inc.	0	$0	12/31/2023
TAXF	0	$0	12/31/2023

See Summary: Institutional Holders of TAXF
See Details: Top 10 Hedge Funds Holding TAXF
Also See: TAXF Holdings Changes

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