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Cambria TAX Aware ETF (TAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kesler, Norman & Wride, LLC
DECREASED
Shares217,944 from 228,493
Change-10,549 (-5%)
Value$6.6M (-$661.2K)
Filed 2026-11-06
Financial Enhancement Group LLC
UNCHANGED
Shares89,509 from 89,509
Change0 (0%)
Value$2.7M (-$101.5K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares7,922 from 12,037
Change-4,115 (-34%)
Value$239.5K (-$142.4K)
Filed 2026-10-08
HighTower Advisors, LLC
N/A
Shares— from 38,824
Change-38,824 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 35,434
Change-35,434 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 35,434
Change-35,434 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Kesler, Norman & Wride, LLC
DECREASED217,944228,493-10,549-5%$7.2M$6.6M-$661.2K2026-11-06
Financial Enhancement Group LLC
UNCHANGED89,50989,50900%$2.8M$2.7M-$101.5K2026-10-08
Farther Finance Advisors, LLC
DECREASED7,92212,037-4,115-34%$381.9K$239.5K-$142.4K2026-10-08
HighTower Advisors, LLC
N/A—38,824-38,824-100%$1.2M———
Empowered Funds, LLC
N/A—35,434-35,434-100%$1.1M———
Cambria Investment Management, L.P.
N/A—35,434-35,434-100%$1.1M———
Focus Partners Wealth
N/A—13,800-13,800-100%$437.8K———
Luminist Capital LLC
N/A—100-100-100%$3.2K———
Showing 8 of 8 institutions