Institutional Ownership
Ea Series Trust
CUSIP 02072L409US QUAN MOMENTUMQMOMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
69
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 | Revolve Wealth Partners, LLC | 405.5K | $27.70M |
| 2 | Commonwealth Financial Services, LLC | 305.5K | $20.87M |
| 3 | Valley Financial Group, Inc. | 235.3K | $16.07M |
| 4 | Northwestern Mutual Wealth Management Co | 213.6K | $14.59M |
| 5 | Lpl Financial LLC | 204.8K | $13.99M |
| 6 | Bwm Planning, LLC | 201.0K | $13.73M |
| 7 | Stokes Family Office, LLC | 171.0K | $11.68M |
| 8 | Raymond James Financial Inc | 134.2K | $9.16M |
| 9 | D.A. Davidson & Co. | 111.3K | $7.60M |
| 10 | Kathmere Capital Management, LLC | 101.1K | $6.90M |