Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CAMBRIA TAX AWAR
-
Total 13F shares
-
617,533
-
Share change
-
+135,379
-
Total reported value
-
$16,262,849
-
Price per share
-
$27.69
-
Number of holders
-
11
-
Value change
-
+$3,670,368
-
Number of buys
-
5
-
Number of sells
-
3
Institutional Holders of Franchise Group, Inc. - CAMBRIA TAX AWAR (TAX) as of Q3 2025
As of 30 Sep 2025,
Franchise Group, Inc. - CAMBRIA TAX AWAR (TAX) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
617,533 shares.
The largest 10 holders included
Kesler, Norman & Wride, LLC, Financial Enhancement Group LLC, Cambria Investment Management, L.P., Empowered Funds, LLC, HighTower Advisors, LLC, AQR CAPITAL MANAGEMENT LLC, Farther Finance Advisors, LLC, GTS SECURITIES LLC, Sunbelt Securities, Inc., and Seed Wealth Management, Inc..
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.