CAMBRIA TAX AWARE ETF (TAX) Institutional Ownership Changes & 13F Activity
CAMBRIA TAX AWARE ETF (TAX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Empowered Funds, Llc, Kesler, Norman & Wride, Llc, Financial Enhancement Group Llc, Hightower Advisors, Llc, and Cambria Investment Management, L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | Buy | +14,608 | — | 14,608 | $414.93K | Q4 2025 | Feb 20, 2026 |
| Cambria Investment Management, L.P. | Buy | +37,002 | — | 37,002 | $1.05M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +28,572 | — | 28,572 | $811.55K | Q4 2025 | Feb 17, 2026 |
| Gts Securities Llc | Buy | +10,005 | — | 10,005 | $284.18K | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +8,000 | — | 8,000 | $227.23K | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, Llc | Buy | +266,552 | — | 266,552 | $7.57M | Q4 2025 | Feb 11, 2026 |
| Kesler, Norman & Wride, Llc | Buy | +233,139 | — | 233,139 | $6.62M | Q4 2025 | Feb 10, 2026 |
| Hightower Advisors, Llc | Buy | +48,222 | — | 48,222 | $1.37M | Q4 2025 | Feb 06, 2026 |
| Financial Enhancement Group Llc | Buy | +89,509 | — | 89,509 | $2.64M | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +14,547 | — | 14,547 | $413.19K | Q4 2025 | Jan 23, 2026 |
Frequently asked questions about TAX activity
Which institutional owners are buying TAX?
Institutional owners buying TAX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TAX activity?
"Buy" means an investor increased their reported position in TAX compared to the prior reporting period. This reflects growing exposure to CAMBRIA TAX AWARE ETF (TAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TAX increasing?
Institutional interest in TAX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.