TAX EA SERIES TRUST
FollowCAMB TAX AWA ETF (fund)
8 managers (8 13F filers) reported a position in TAX shares at 2026-06-30, 453,631 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 453,631
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 228,493 | $7.25M | 1.15% | -2,411 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 89,509 | $2.84M | 0.34% | 0 | 13F-HRTimeline |
| HighTower Advisors, LLC | 38,824 | $1.23M | <0.01% | +222 | 13F-HRTimeline |
| Cambria Investment Management, L.P. | 35,434 | $1.12M | 0.06% | +17 | 13F-HRTimeline |
| Empowered Funds, LLC | 35,434 | $1.12M | 0.01% | +17 | 13F-HRTimeline |
| Focus Partners Wealthin group Focus Partners Wealth | 13,800 | $438K | <0.01% | 0 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 12,037 | $382K | <0.01% | 0 | 13F-HRTimeline |
| Luminist Capital LLC | 100 | $3.17K | <0.01% | new | 13F-HRTimeline |