Cambria Tax Aware ETFTAXETF
13F holders, Q1 2025 (March 31)8holders +3
3new positions
0sold out
$22.78avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Cambria Tax Aware ETF (TAX) in their 13F filings, up 3 from Q4 2024. 3 opened new positions and 0 sold out. The largest holders were Kesler, Norman & Wride, LLC ($5.9M), Financial Enhancement Group LLC ($2.0M) and Smith Anglin Financial, LLC ($1.4M).
- Company
- Cambria Tax Aware ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.5M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 285,880 shares bought and 48,308 shares sold, net +237,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Kesler, Norman & Wride, LLC | 1.12% | New | 256,881 | $5.9M |
| Financial Enhancement Group LLC | 0.31% | No change | 89,509 | $2.0M |
| Smith Anglin Financial, LLC | 0.15% | Add +3.3% | 61,995 | $1.4M |
| GTS Securities LLC | 0.02% | Reduce -74.8% | 16,261 | $373K |
| Farther Finance Advisors, LLC | 0.01% | New | 15,722 | $362K |
| Seed Wealth Management, Inc. | 0.24% | No change | 12,858 | $295K |
| Almanack Investment Partners, LLC. | 0.05% | New | 11,277 | $259K |
| BlackRock, Inc. | 0.00% | No change | 5,999 | $138K |
"% of holder's portfolio" is TAX's weight in each manager's 13F, not the share of Cambria Tax Aware ETF the manager owns.