Institutional Ownership
Ea Series Trust
CUSIP 02072L409US QUAN MOMENTUMQMOMQ1 2026
Institutional Holders
69
13F filers
Shares Held
3.16M
Aggregate institutional
Institutional Value
$204.41M
Q1 2026
Net New Holders
-1
9 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased22
Decreased26
Sold out10
Institutional Holders
69 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 405.5K | $27.70M | −22.7K | Reduced |
| 2 | Commonwealth Financial Services, LLC | 305.5K | $20.87M | +27.4K | Added |
| 3 | Valley Financial Group, Inc. | 235.3K | $16.07M | +7.6K | Added |
| 4 | Northwestern Mutual Wealth Management Co | 213.6K | $14.59M | +126.6K | Added |
| 5 | Lpl Financial LLC | 204.8K | $13.99M | +29.1K | Added |
| 6 | Bwm Planning, LLC | 201.0K | $13.73M | +4.0K | Added |
| 7 | Stokes Family Office, LLC | 171.0K | $11.68M | −17.5K | Reduced |
| 8 | Raymond James Financial Inc | 134.2K | $9.16M | −4.6K | Reduced |
| 9 | D.A. Davidson & Co. | 111.3K | $7.60M | +54.9K | Added |
| 10 | Kathmere Capital Management, LLC | 101.1K | $6.90M | +1.1K | Added |
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