Who owns TAX?
Cambria Tax Aware ETF · Cambria
8 institutions reported holding TAX, worth $14.4M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of TAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | Ogden, UT | $7.2M | 228,493 | −2,411 shares |
| Financial Enhancement Group LLC | Anderson, IN | $2.8M | 89,509 | No change |
| HighTower Advisors, LLC | Chicago, IL | $1.2M | 38,824 | +222 shares |
| Empowered Funds, LLC | Newtown Square, PA | $1.1M | 35,434 | +17 shares |
| Cambria Investment Management, L.P. | Manhattan Beach, CA | $1.1M | 35,434 | +17 shares |
| Focus Partners Wealth | St Louis, MO | $438K | 13,800 | No change |
| Farther Finance Advisors, LLC | San Francisco, CA | $382K | 12,037 | No change |
| Luminist Capital LLC | Grand Rapids, MI | $3K | 100 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TAX?
8 institutional managers reported holding TAX in Form 13F filings for June 30, 2026, worth $14.4M in total. The largest reported position was held by Kesler, Norman & Wride, LLC, at $7.2M.
Did institutions buy or sell TAX last quarter?
Reported 13F value rose 7.6% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TAX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.