TAX Institutional Ownership
EA Series Trust - Cambria Tax Aware ETF
1W: +0.8%
1M: -0.3%
YTD: -3.1%
$30.74
+0.37 (+1.22%)
Weekly Expected Move ±1.6%
$30
$30
$31
$31
$32
Overview
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Holdings
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Institutional Ownership — TAX
9
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
1
New Positions
3
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kesler, Norman & Wride, LLC | 228,493 | $7M | -2,411 | -1.0% | 6Q | SEC ↗ |
| 2 | Financial Enhancement Group LLC | 89,509 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 38,824 | $1M | +222 | +0.6% | 5Q | SEC ↗ |
| 4 | Cambria Investment Management, L.P. | 35,434 | $1M | +17 | +0.0% | 5Q | SEC ↗ |
| 5 | Empowered Funds, LLC | 35,434 | $1M | +17 | +0.0% | 5Q | SEC ↗ |
| 6 | Sunbelt Securities, Inc. | 14,608 | $449K | — | +0.0% | 3Q | SEC ↗ |
| 7 | Focus Partners Wealth | 13,800 | $424K | — | +0.0% | 5Q | SEC ↗ |
| 8 | Farther Finance Advisors, LLC | 12,037 | $370K | — | +0.0% | 6Q | SEC ↗ |
| 9 | Luminist Capital LLC NEW | 100 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 10 | GTS SECURITIES LLC | 0 | $0K | -10,005 | -100.0% | 5Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 0 | $0K | -28,572 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Luminist Capital LLC | 100 | $3K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 28,572 | $878K |
| GTS SECURITIES LLC | 10,005 | $308K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +222 | +0.6% | 38,824 |
| Cambria Investment Management, L.P. | +17 | +0.0% | 35,434 |
| Empowered Funds, LLC | +17 | +0.0% | 35,434 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kesler, Norman & Wride, LLC | -2,411 | -1.0% | 228,493 |