9 institutions reported holding $14.4M of EA SERIES TRUST (TAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kesler, Norman & Wride, LLC ($7.2M), Financial Enhancement Group LLC ($2.8M), HighTower Advisors, LLC ($1.2M), Cambria Investment Management, L.P. ($1.1M), Empowered Funds, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kesler, Norman & Wride, LLC | $7.2M | 228,493 | Trimmed |
| 2 | Financial Enhancement Group LLC | $2.8M | 89,509 | Hold |
| 3 | HighTower Advisors, LLC | $1.2M | 38,824 | Added |
| 4 | Cambria Investment Management, L.P. | $1.1M | 35,434 | Added |
| 5 | Empowered Funds, LLC | $1.1M | 35,434 | Added |
| 6 | Focus Partners Wealth | $437,834 | 13,800 | Hold |
| 7 | Farther Finance Advisors, LLC | $381,901 | 12,037 | Hold |
| 8 | Luminist Capital LLC | $3,173 | 100 | New |
| 9 | AQR CAPITAL MANAGEMENT LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30