Cambria Tax Aware ETFTAXETF
13F holders, Q2 2026 (June 30)8holders −1
1new positions
1sold out
$31.73avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Cambria Tax Aware ETF (TAX) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Kesler, Norman & Wride, LLC ($7.2M), Financial Enhancement Group LLC ($2.8M) and HighTower Advisors, LLC ($1.2M).
- Company
- Cambria Tax Aware ETF
- Filed as
- EA SERIES TRUST (Q2 2026)
- CUSIP
- 02072Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $775K |
All 13F filers, Q1 2026 → Q2 2026: 356 shares bought and 30,983 shares sold, net −30,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Kesler, Norman & Wride, LLC | 1.15% | Reduce -1.0% | 228,493 | $7.2M |
| Financial Enhancement Group LLC | 0.34% | No change | 89,509 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 38,824 | $1.2M |
| Cambria Investment Management, L.P. | 0.06% | Add +0.1% | 35,434 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +0.1% | 35,434 | $1.1M |
| Focus Partners Wealth | 0.00% | No change | 13,800 | $438K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,037 | $382K |
| Luminist Capital LLC | 0.00% | New | 100 | $3K |
"% of holder's portfolio" is TAX's weight in each manager's 13F, not the share of Cambria Tax Aware ETF the manager owns.