Institutional Ownership
Ea Series Trust
CUSIP 02072L169COASTAL COMPASSROPEQ1 2026
Institutional Holders
5
13F filers
Shares Held
221.8K
Aggregate institutional
Institutional Value
$6.25M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased0
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | 93.6K | $2.64M | +16.7K | Added |
| 2 | Safe Harbor Fiduciary, LLC | 76.9K | $2.17M | +3.5K | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | 42.0K | $1.19M | +15.7K | Added |
| 4 | Citadel Advisors LLC | 9.0K | $253.6K | +9.0K | New |
| 5 | Ubs Group AG | 214 | $6.0K | +214 | New |