EA Series Trust - TAX
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$21.4M
QoQ value delta ($000)
+$5.142M
(+31.63%)
Implied price effect (QoQ)
+8.36%
Shares
Total shares
750,156
QoQ shares delta
+132,623
(+21.48%)
Total shares held by funds (by quarter)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Empowered Funds, LLC | 7,571 | 266,552 | 0.13% |
| Kesler, Norman & Wride, LLC | 6,622 | 233,139 | 1.14% |
| Financial Enhancement Group LLC | 2,639 | 89,509 | 0.34% |
| HighTower Advisors, LLC | 1,369 | 48,222 | 0.0% |
| Cambria Investment Management, L.P. | 1,050 | 37,002 | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 811 | 28,572 | 0.0% |
| Sunbelt Securities, Inc. | 414 | 14,608 | 0.03% |
| Farther Finance Advisors, LLC | 413 | 14,547 | 0.0% |
| GTS SECURITIES LLC | 284 | 10,005 | 0.01% |
| Focus Partners Wealth | 227 | 8,000 | 0.0% |