Institutional Ownership
Ea Series Trust
CUSIP 02072L417MARKETDESK FOCUSFDIVQ1 2026
Institutional Holders
16
13F filers
Shares Held
2.27M
Aggregate institutional
Institutional Value
$60.80M
Q1 2026
Net New Holders
-1
3 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased5
Decreased5
Sold out4
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | 1.39M | $37.11M | +12.2K | Added |
| 2 | Arrowroot Family Office, LLC | 267.5K | $7.15M | −17.5K | Reduced |
| 3 | Empire Financial Management Company, LLC | 226.6K | $6.06M | +34.0K | Added |
| 4 | Northrock Partners, LLC | 101.8K | $2.72M | −7.1K | Reduced |
| 5 | Andina Capital Management, LLC | 90.7K | $2.42M | −26.7K | Reduced |
| 6 | Mutual Advisors, LLC | 85.3K | $2.28M | +37.8K | Added |
| 7 | Money Concepts Capital Corp | 46.2K | $1.24M | +4.6K | Added |
| 8 | Goldman Sachs Group Inc | 35.9K | $960.6K | +35.9K | New |
| 9 | Royal Bank Of Canada | 16.7K | $446.0K | −9.8K | Reduced |
| 10 | Susquehanna International Group, LLP | 11.4K | $305.9K | −9.5K | Reduced |
6 more institutional holders on Premium
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