Institutional Ownership
Ea Series Trust
CUSIP 02072L508ALPHA ARCHITECTAAVMQ1 2026
Institutional Holders
8
13F filers
Shares Held
322.5K
Aggregate institutional
Institutional Value
$10.11M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased3
Decreased2
Sold out1
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Empirical Finance, LLC | 264.1K | $8.28M | +264.1K | New |
| 2 | Lifeworks Advisors, LLC | 14.9K | $465.7K | −11.8K | Reduced |
| 3 | Valley Financial Group, Inc. | 13.4K | $419.2K | +15 | Added |
| 4 | Royal Bank Of Canada | 12.1K | $378.0K | +3.6K | Added |
| 5 | Gwn Securities Inc. | 9.8K | $307.1K | +107 | Added |
| 6 | Independent Advisor Alliance | 8.1K | $255.2K | +8.1K | New |
| 7 | Ubs Group AG | 82 | $2.6K | +82 | New |
| 8 | Morgan Stanley | 1 | $42 | −1 | Reduced |