EA SERIES TRUST

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TAX·02072Q804·US·ETF·Unknown - Unknown

TAX (EA SERIES TRUST) is held by 3 institutional investors as of Q2 2026. Largest holders: HighTower Advisors, LLC ($1.2M), Empowered Funds, LLC ($1.1M), Focus Partners Wealth ($437,834). Net institutional sentiment: Mixed.

3

Holders

$2.1M

Total Value

50% (2)

Consensus

1 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)66

Activist (13D/13G)29

Congressional (STOCK Act)84

Holder Quality

14

★★★★★

Elite

64

★★★★

Strong

22

★★★

Solid

60

★★

Below

17

★

Weak

Held by 3 funds

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TAX.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Increased	38,824(+0.6%)	$1.2M	0.0%	+16.63%	25
Empowered Funds, LLC	Increased	35,434(+0.1%)	$1.1M	0.0%	—	25
FWFocus Partners Wealth	Unchanged	13,800	$437,834	0.0%	+13.30%	0
Farther Finance Advisors, LLC	Unchanged	12,037	$381,901	0.0%	+33.31%	0
AQR CAPITAL MANAGEMENT LLC	Exited	0(-100.0%)	$775,364	0.0%	+23.16%	0

TAXEA SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer