Institutional Ownership
Ea Series Trust
CUSIP 02072L102US QUAN VALUEQVALQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
64
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Strid Group, LLC | 1.70M | $88.76M |
| 2 | Valley Financial Group, Inc. | 328.4K | $17.12M |
| 3 | Bwm Planning, LLC | 290.3K | $15.14M |
| 4 | Empirical Finance, LLC | 275.8K | $14.38M |
| 5 | Ethos Financial Group, LLC | 260.9K | $13.60M |
| 6 | Cwm, LLC | 217.0K | $11.31M |
| 7 | Stokes Family Office, LLC | 210.7K | $10.99M |
| 8 | Waverly Advisors, LLC | 208.7K | $10.88M |
| 9 | Northwestern Mutual Wealth Management Co | 186.5K | $9.72M |
| 10 | Raymond James Financial Inc | 182.3K | $9.50M |