TAX Institutional Ownership & Shareholders
CAMBRIA TAX AWARE ETF (TAX) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Kesler, Norman & Wride, Llc is currently the largest disclosed institutional shareholder of TAX tracked by InsiderSet, reporting ownership valued at approximately $7.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.98M, representing an estimated loss of -3.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TAX value among the investors covered in this analysis. Major shareholders include Kesler, Norman & Wride, Llc, Financial Enhancement Group Llc, Cambria Investment Management, L.P., and several other long-term asset managers with concentrated positions in CAMBRIA TAX AWARE ETF (TAX).
This page ranks the largest institutional TAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$13.31M
Largest Holder
Kesler, Norman & Wride, Llc
Largest Position
$7.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kesler, Norman & Wride, Llc | 1.15% | 228,493 | $7,249,420 | $6,982,997 | -$266,423 | -3.68% | |
| Financial Enhancement Group Llc | 0.32% | 89,509 | $2,738,364 | $2,735,493 | -$2,871 | -0.10% | |
| Cambria Investment Management, L.P. | 0.06% | 35,434 | $1,124,218 | $1,082,902 | -$41,316 | -3.68% | |
| Empowered Funds, Llc | 0.01% | 35,434 | $1,124,218 | $1,082,902 | -$41,316 | -3.68% | |
| Focus Partners Wealth | 0.00% | 13,800 | $437,834 | $421,743 | -$16,091 | -3.68% | |
| Sunbelt Securities, Inc. | 0.03% | 14,608 | $396,429 | $446,437 | +$50,008 | +12.61% | |
| Farther Finance Advisors, Llc | 0.00% | 7,922 | $239,474 | $242,105 | +$2,631 | +1.10% | |
| Luminist Capital Llc | 0.00% | 100 | $3,173 | $3,056 | -$117 | -3.68% |
Frequently asked questions about TAX
Who are the largest institutional holders of TAX?
The largest institutional holders of TAX reported in the latest SEC Form 13F filings include Kesler, Norman & Wride, Llc, Financial Enhancement Group Llc, Cambria Investment Management, L.P., Empowered Funds, Llc, and Focus Partners Wealth. InsiderSet ranks institutional holders by their latest reported TAX position.
What is TAX institutional ownership?
This page tracks TAX positions reported by institutional investment managers through SEC Form 13F. CAMBRIA TAX AWARE ETF (TAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAX?
InsiderSet currently tracks 8 institutional managers reporting TAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TAX shareholders.
How much TAX stock do institutions own?
Institutional investment managers disclosed approximately $13.31M in TAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAX institutional ownership last updated?
The latest TAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TAX position after the reporting date.
Are institutions buying or selling TAX?
Institutional buying and selling can be analyzed by comparing TAX positions across consecutive 13F reporting periods. InsiderSet's TAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAX ownership changes.
How has TAX institutional ownership changed over time?
InsiderSet tracks TAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.