TAX EA SERIES TRUST
FollowCAMB TAX AWA ETF (fund)
9 managers (9 13F filers) reported a position in TAX shares at 2025-03-31, 470,502 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 1
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 470,502
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 256,881 | $5.9M | 1.12% | new | 13F-HRTimeline |
| Financial Enhancement Group LLC | 89,509 | $1.97M | 0.31% | 0 | 13F-HRTimeline |
| Smith Anglin Financial, LLC | 61,995 | $1.42M | 0.15% | +2,000 | 13F-HRTimeline |
| GTS SECURITIES LLC | 16,261 | $373K | 0.02% | -48,308 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 15,722 | $362K | 0.01% | new | 13F-HRTimeline |
| Seed Wealth Management, Inc. | 12,858 | $295K | 0.24% | 0 | 13F-HRTimeline |
| Almanack Investment Partners, LLC. | 11,277 | $259K | 0.05% | new | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 5,999 | $138K | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |