EA SERIES TRUST

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

TAX (EA SERIES TRUST) is held by 5 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($1M), Empowered Funds, LLC ($961,118), AQR CAPITAL MANAGEMENT LLC ($775,364). Net institutional sentiment: Bearish.

5

Holders

(1 Elite)

$3.5M

Total Value

25% (4)

Consensus

1 buying - 3 selling

13F: Mar 31, 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 5 funds

1 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Decreased	38,602(-19.9%)	$1M	0.0%	+23.06%	0
Empowered Funds, LLC	Decreased	35,417(-86.7%)	$961,118	0.0%	+13.04%	0
AQR CAPITAL MANAGEMENT LLC	Unchanged	28,572	$775,364	0.0%	+24.40%	0
FWFocus Partners Wealth	Increased	13,800(+72.5%)	$374,493	0.0%	+19.39%	36
Farther Finance Advisors, LLC	Decreased	12,037(-17.3%)	$330,109	0.0%	+40.48%	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