Institutional Ownership
Ea Series Trust
CUSIP 02072L441STRIVE ENHANCEDBUXXQ1 2026
Institutional Holders
67
13F filers
Shares Held
13.61M
Aggregate institutional
Institutional Value
$267.55M
Q1 2026
Net New Holders
+2
10 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased37
Decreased17
Sold out8
Institutional Holders
67 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rockport Wealth LLC | 3.68M | $74.59M | +2.20M | Added |
| 2 | Mcilrath & Eck, LLC | 1.82M | $36.89M | +6.8K | Added |
| 3 | Stifel Financial Corp | 1.27M | $25.80M | +633.7K | Added |
| 4 | Uptick Partners, LLC | 1.05M | $21.28M | +162.0K | Added |
| 5 | Jones Financial Companies Lllp | 509.3K | $10.34M | +58.9K | Added |
| 6 | Copia Wealth Management | 475.6K | $9.63M | +76.9K | Added |
| 7 | Farther Finance Advisors, LLC | 443.5K | $8.97M | +326.5K | Added |
| 8 | Orion Porfolio Solutions, LLC | 318.4K | $6.45M | +111.2K | Added |
| 9 | Grantvest Financial Group LLC | 237.3K | $4.80M | +1.0K | Added |
| 10 | Oxenfree Capital LLC | 231.3K | $4.68M | +15.4K | Added |
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