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TAX · Cambria Tax Aware ETF ETF

Alerts for TAX
$31.17 +0.09 (+0.30%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 5
Total Value: $3,921,201
Total Shares: 123,592

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
31.4%
Dec 2024 → Jun 2026 · range 31.4% – 54.6%
−14.9 pts
Top 5
100.0%
Dec 2024 → Jun 2026 · range 84.7% – 100.0%
+13.8 pts
Top 10
100.0%
Dec 2024 → Jun 2026 · range 97.4% – 100.0%
0.0 pts
HHI
2,755
Dec 2024 → Jun 2026 · range 2,380 – 3,554
Highly concentrated+76

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
3
Decreased
0
Sold Out
5
Unchanged
1
Holder count: -4
Institutional value: -71.0%
Shares held: -75.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Showing 5 of 5
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Holder Value (USD) % of 13F Shares Open