Institutional Ownership
Ea Series Trust
CUSIP 02072L433ASTORIA US EQUALROEQ1 2026
Institutional Holders
54
13F filers
Shares Held
4.62M
Aggregate institutional
Institutional Value
$142.00M
Q1 2026
Net New Holders
+0
9 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased19
Decreased21
Sold out9
Institutional Holders
54 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Potomac Fund Management Inc /Adv | 681.7K | $24.15M | +681.7K | New |
| 2 | Hobbs Group Advisors, LLC | 668.0K | $23.67M | +6.1K | Added |
| 3 | Wells Fargo & Company/Mn | 602.0K | $21.33M | −39.2K | Reduced |
| 4 | Envestnet Asset Management Inc | 293.4K | $10.40M | +21.6K | Added |
| 5 | Vermillion & White Wealth Management Group, LLC | 291.1K | $10.31M | +12.8K | Added |
| 6 | Beacon Capital Management, Inc. | 290.9K | $10.31M | +13.5K | Added |
| 7 | Belpointe Asset Management LLC | 122.4K | $4.34M | +26.3K | Added |
| 8 | Oregon Pacific Wealth Management, LLC | 117.3K | $4.15M | −14.0K | Reduced |
| 9 | Atria Investments, Inc | 104.9K | $3.72M | −3.6K | Reduced |
| 10 | Exchange Traded Concepts, LLC | 91.8K | $3.25M | +91.8K | New |
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