Cambria Tax Aware ETFTAXETF
13F holders, Q4 2025 (December 31)10holders −1
0new positions
1sold out
1famous investor
$28.53avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Cambria Tax Aware ETF (TAX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Empowered Funds, LLC ($7.6M), Kesler, Norman & Wride, LLC ($6.6M) and Financial Enhancement Group LLC ($2.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cambria Tax Aware ETF
- Filed as
- EA SERIES TRUST (Q4 2025)
- CUSIP
- 02072Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $356K |
All 13F filers, Q3 2025 → Q4 2025: 208,109 shares bought and 75,486 shares sold, net +132,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Empowered Funds, LLC | 0.13% | Add +352.0% | 266,552 | $7.6M |
| Kesler, Norman & Wride, LLC | 1.14% | Reduce -13.0% | 233,139 | $6.6M |
| Financial Enhancement Group LLC | 0.34% | No change | 89,509 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 48,222 | $1.4M |
| Cambria Investment Management, L.P. | 0.06% | Reduce -37.3% | 37,002 | $1.1M |
| AQR Capital Management | 0.00% | No change | 28,572 | $812K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.1% | 14,608 | $415K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.1% | 14,547 | $413K |
| GTS Securities LLC | 0.01% | Reduce -32.8% | 10,005 | $284K |
| Focus Partners Wealth | 0.00% | No change | 8,000 | $227K |
"% of holder's portfolio" is TAX's weight in each manager's 13F, not the share of Cambria Tax Aware ETF the manager owns.