Ea Series Trust (TAX) institutional ownership
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 453,631 |
| Reported value | $14.4m |
| Quarter flows | 1 new, 3 added, 1 trimmed, 2 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Kesler, Norman & Wride, LLC | 228,493 | $7.2m | 1.1% |
| Financial Enhancement Group LLC | 89,509 | $2.8m | 0.3% |
| HighTower Advisors, LLC | 38,824 | $1.2m | 0.0% |
| Cambria Investment Management, L.P. | 35,434 | $1.1m | 0.1% |
| Empowered Funds, LLC | 35,434 | $1.1m | 0.0% |
| Focus Partners Wealth | 13,800 | $437,834 | 0.0% |
| Farther Finance Advisors, LLC | 12,037 | $381,901 | 0.0% |
| Luminist Capital LLC | 100 | $3,173 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("TAX"). TAX price history · All 13F data