10 institutions reported holding $13.8M of EA SERIES TRUST (TAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kesler, Norman & Wride, LLC ($6.3M), Financial Enhancement Group LLC ($2.7M), HighTower Advisors, LLC ($1.0M), Cambria Investment Management, L.P. ($961,118), Empowered Funds, LLC ($961,118). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kesler, Norman & Wride, LLC | $6.3M | 230,904 | Trimmed |
| 2 | Financial Enhancement Group LLC | $2.7M | 89,509 | Hold |
| 3 | HighTower Advisors, LLC | $1.0M | 38,602 | Trimmed |
| 4 | Cambria Investment Management, L.P. | $961,118 | 35,417 | Trimmed |
| 5 | Empowered Funds, LLC | $961,118 | 35,417 | Trimmed |
| 6 | AQR CAPITAL MANAGEMENT LLC | $775,364 | 28,572 | Hold |
| 7 | Sunbelt Securities, Inc. | $396,429 | 14,608 | Hold |
| 8 | Focus Partners Wealth | $374,493 | 13,800 | Added |
| 9 | Farther Finance Advisors, LLC | $330,109 | 12,037 | Trimmed |
| 10 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31