Institutional Ownership
Ea Series Trust
CUSIP 02072L375TBG DIVIDEND FOCTBGQ1 2026
Institutional Holders
24
13F filers
Shares Held
3.79M
Aggregate institutional
Institutional Value
$127.38M
Q1 2026
Net New Holders
+0
6 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased13
Decreased4
Sold out6
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 2.25M | $78.45M | +70.5K | Added |
| 2 | Abundance Wealth Counselors | 920.9K | $32.10M | +97.8K | Added |
| 3 | Eversource Wealth Advisors, LLC | 104.7K | $3.65M | +19.8K | Added |
| 4 | Stokes Capital Advisors, LLC | 67.1K | $2.34M | +9.0K | Added |
| 5 | Boyer Financial Services, Inc. | 62.8K | $2.19M | −6.0K | Reduced |
| 6 | Insight Wealth Partners, LLC | 60.5K | $2.11M | +6.4K | Added |
| 7 | Stifel Financial Corp | 50.3K | $1.75M | +2.3K | Added |
| 8 | Commonwealth Equity Services, LLC | 42.1K | $1.47M | −333 | Reduced |
| 9 | Geneos Wealth Management Inc. | 16.2K | $564.9K | +9.4K | Added |
| 10 | Forefront Wealth Partners, LLC | 15.5K | $541.3K | +15.5K | New |
14 more institutional holders on Premium
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