Cambria Tax Aware ETFTAXETF
13F holders, Q1 2026 (March 31)9holders −1
0new positions
1sold out
1famous investor
$27.61avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Cambria Tax Aware ETF (TAX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Kesler, Norman & Wride, LLC ($6.3M), Financial Enhancement Group LLC ($2.7M) and HighTower Advisors, LLC ($1.0M). 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 (Q1 2026)
- CUSIP
- 02072Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $284K |
All 13F filers, Q4 2025 → Q1 2026: 5,800 shares bought and 257,090 shares sold, net −251,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Kesler, Norman & Wride, LLC | 1.08% | Reduce -1.0% | 230,904 | $6.3M |
| Financial Enhancement Group LLC | 0.33% | No change | 89,509 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -19.9% | 38,602 | $1.0M |
| Cambria Investment Management, L.P. | 0.05% | Reduce -4.3% | 35,417 | $961K |
| Empowered Funds, LLC | 0.01% | Reduce -86.7% | 35,417 | $961K |
| AQR Capital Management | 0.00% | No change | 28,572 | $775K |
| Sunbelt Securities, Inc. | 0.03% | No change | 14,608 | $396K |
| Focus Partners Wealth | 0.00% | Add +72.5% | 13,800 | $374K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.3% | 12,037 | $330K |
"% of holder's portfolio" is TAX's weight in each manager's 13F, not the share of Cambria Tax Aware ETF the manager owns.