TAX EA SERIES TRUST
FollowCAMB TAX AWA ETF (fund)
9 managers (9 13F filers) reported a position in TAX shares at 2026-03-31, 498,866 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 0
- Added
- 1
- Reduced
- 5
- Sold out
- 1
- Shares held by filers
- 498,866
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 230,904 | $6.27M | 1.08% | -2,235 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 89,509 | $2.66M | 0.33% | 0 | 13F-HRTimeline |
| HighTower Advisors, LLC | 38,602 | $1.05M | <0.01% | -9,620 | 13F-HRTimeline |
| Cambria Investment Management, L.P. | 35,417 | $961K | 0.05% | -1,585 | 13F-HRTimeline |
| Empowered Funds, LLC | 35,417 | $961K | 0.01% | -231,135 | 13F-HR/ATimeline |
| AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC | 28,572 | $775K | <0.01% | 0 | 13F-HRTimelineGroup |
| Sunbelt Securities, Inc. | 14,608 | $396K | 0.03% | 0 | 13F-HRTimeline |
| Focus Partners Wealthin group Focus Partners Wealth | 13,800 | $374K | <0.01% | +5,800 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 12,037 | $330K | <0.01% | -2,510 | 13F-HRTimeline |