Institutional Ownership
Ea Series Trust
CUSIP 02072L102US QUAN VALUEQVALQ1 2026
Institutional Holders
64
13F filers
Shares Held
5.56M
Aggregate institutional
Institutional Value
$279.36M
Q1 2026
Net New Holders
-1
7 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased27
Decreased17
Sold out8
Institutional Holders
64 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strid Group, LLC | 1.70M | $88.76M | +158.1K | Added |
| 2 | Valley Financial Group, Inc. | 328.4K | $17.12M | +9.5K | Added |
| 3 | Bwm Planning, LLC | 290.3K | $15.14M | −11.5K | Reduced |
| 4 | Empirical Finance, LLC | 275.8K | $14.38M | −996.1K | Reduced |
| 5 | Ethos Financial Group, LLC | 260.9K | $13.60M | −30.3K | Reduced |
| 6 | Cwm, LLC | 217.0K | $11.31M | −8.2K | Reduced |
| 7 | Stokes Family Office, LLC | 210.7K | $10.99M | −23.7K | Reduced |
| 8 | Waverly Advisors, LLC | 208.7K | $10.88M | +1.9K | Added |
| 9 | Northwestern Mutual Wealth Management Co | 186.5K | $9.72M | +14.9K | Added |
| 10 | Raymond James Financial Inc | 182.3K | $9.50M | −1.8K | Reduced |
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