TAX institutional ownership changes in Q2 2026: 2 institutions opened or added positions, 1 trimmed or exited. TAX (CAMBRIA TAX AWARE ETF) is held by 4 institutional investors as of Q2 2026. Top institutional shareholders: HighTower Advisors, LLC ($1.2M), Empowered Funds, LLC ($1.1M), Focus Partners Wealth ($437,834). Net institutional sentiment: Mixed.
Who's Trading
Source dates: Price Nov 5, 2026 · Insiders none · Activists none · Congress none
No recent insider, activist, or congressional trades for TAX.
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
Increased | 38,824(+0.6%) | $1.2M | 0.0% | +17.60% | 25 | |
Increased | 35,434(+0.1%) | $1.1M | 0.0% | +9.19% | 25 | |
Unchanged | 13,800 | $437,834 | 0.0% | +16.48% | 0 | |
Unchanged | 12,037 | $381,901 | 0.0% | +38.61% | 0 | |
Exited | 0(-100.0%) | $775,364 | 0.0% | +22.75% | 0 |
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EFAISHARES TRQuestions investors ask about TAX
Who owns TAX?
4 institutional investors held TAX on June 30, 2026, led by HighTower Advisors, LLC ($1.2M), Empowered Funds, LLC ($1.1M) and Focus Partners Wealth ($437,834).
How many hedge funds hold TAX?
4 institutional investors reported TAX in their 13F filings for the quarter ended June 30, 2026, $3.2M in all.
Are institutions buying or selling TAX?
Buying, on balance. In Q2 2026, 2 institutions opened or added to positions in TAX and 1 institution trimmed or exited.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer