Institutional Ownership
Ea Series Trust
CUSIP 02072L482MORGAN DEMPSEY LMDLVQ1 2026
Institutional Holders
9
13F filers
Shares Held
1.16M
Aggregate institutional
Institutional Value
$34.67M
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
Increased3
Decreased3
Sold out4
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 552.2K | $16.66M | +552.2K | New |
| 2 | Beacon Pointe Advisors, LLC | 445.4K | $13.44M | +67.4K | Added |
| 3 | Diversified Management Inc | 91.3K | $2.75M | +1.7K | Added |
| 4 | Morgan Dempsey Capital Management LLC | 27.1K | $817.2K | −7.0K | Reduced |
| 5 | Gts Securities LLC | 15.5K | $467.8K | −13.5K | Reduced |
| 6 | Private Advisor Group, LLC | 8.6K | $259.1K | −1.5K | Reduced |
| 7 | Goldman Sachs Group Inc | 8.0K | $239.9K | +8.0K | New |
| 8 | Ubs Group AG | 1.4K | $43.5K | +788 | Added |
| 9 | Hrt Financial LP | 8.6K | $258 | +8.6K | New |