Institutional Ownership
Ea Series Trust
CUSIP 02072L151STANCE SUSTAINABCHGXQ1 2026
Institutional Holders
44
13F filers
Shares Held
2.21M
Aggregate institutional
Institutional Value
$44.59M
Q1 2026
Net New Holders
-2
5 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased11
Decreased13
Sold out7
Institutional Holders
44 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Pfg Investments, LLC | 425.7K | $11.42M | +1.3K | Added |
| 2 | Stance Capital LLC | 266.2K | $7.14M | +6.2K | Added |
| 3 | World Investment Advisors | 206.8K | $5.55M | 0 | Held |
| 4 | Westfuller Advisors, LLC | 111.7K | $3.00M | +2.7K | Added |
| 5 | Commonwealth Equity Services, LLC | 76.8K | $2.06M | −3.1K | Reduced |
| 6 | Private Advisor Group, LLC | 70.9K | $1.90M | −1.3K | Reduced |
| 7 | Lpl Financial LLC | 66.4K | $1.78M | −913 | Reduced |
| 8 | Seeds Investor LLC | 47.9K | $1.37M | +7.0K | Added |
| 9 | First Affirmative Financial Network | 45.5K | $1.22M | −75 | Reduced |
| 10 | Lasalle St. Investment Advisors, LLC | 38.2K | $1.03M | −379 | Reduced |
34 more institutional holders on Premium
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