Cambria Tax Aware ETF
$31.17+0.3%
-$65.2K
Net Activity
-9.07% total shares
Institutions Holding
8
Popularity Rank
#10591
Avg Weight
0.20%
Total Value
$14.4M
8 institutions currently hold TAX, with 4 net buyers and 2 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
2
Net Buying Institutions
4
Top 5 by Value
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Across its top 8 institutional holders, TAX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 27/100).
TAX ranks #10591 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
8 institutions disclose a position in TAX, but none treat it as a major bet — even Kesler, Norman & Wride, LLC, its most concentrated holder, allocates just 1.1% of its own portfolio to it.
Focus Partners Wealth has added to its TAX position for two straight quarters, increasing it by $210.6K to reach $437.8K today.
+$11.3K
Total Buy Value
$851.9K
Total Sell Value
4
Net Buyers
2
Net Sellers
TAX
Q2 2026
Top 5 Institutional Movers
+$983.3K
-$775.4K
+$184.2K
+$176.8K
+$163.1K
TAX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
02072Q804
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,248
Total reported value
$2.2T
3233 13F institutions increased their position this quarter
Institutions Holding
5,996
Total reported value
$3.6T
3036 13F institutions increased their position this quarter
Institutions Holding
6,159
Total reported value
$1.8T
2975 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,150
Total reported value
$670.7B
Held by 5150 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,079
Total reported value
$1.1T
Held by 5079 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,928
Total reported value
$485.0B
Held by 4928 institutions — one of the most-tracked stocks on AlphaSMO
Access TAX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/TAXCLI
npx alphasmo stocks get TAX