Institutional Ownership
Ea Series Trust
CUSIP 02072L458STRIVE TOTAL RETSTXTQ1 2026
Institutional Holders
27
13F filers
Shares Held
5.45M
Aggregate institutional
Institutional Value
$107.60M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased9
Decreased12
Sold out4
Institutional Holders
27 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mcilrath & Eck, LLC | 3.59M | $71.50M | +98.9K | Added |
| 2 | Oxenfree Capital LLC | 936.1K | $18.78M | +50.8K | Added |
| 3 | Ethos Financial Group, LLC | 234.5K | $4.67M | +106.3K | Added |
| 4 | Stonex Group Inc. | 155.8K | $3.10M | −88.1K | Reduced |
| 5 | Wealthplan Investment Management, LLC | 118.8K | $2.37M | +118.8K | New |
| 6 | Uptick Partners, LLC | 103.8K | $2.07M | −18.6K | Reduced |
| 7 | Advyzon Investment Management, LLC | 39.8K | $793.3K | −16.7K | Reduced |
| 8 | Gts Securities LLC | 34.8K | $692.2K | +181 | Added |
| 9 | Citadel Advisors LLC | 26.0K | $516.9K | −477 | Reduced |
| 10 | Kestra Advisory Services, LLC | 22.1K | $440.0K | +3.6K | Added |
17 more institutional holders on Premium
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