Institutional Ownership
Ea Series Trust
CUSIP 02072L565ALPHA ARCH 1-3BOXXQ1 2026
Institutional Holders
329
13F filers
Shares Held
17.80M
Aggregate institutional
Institutional Value
$1.96B
Q1 2026
Net New Holders
+33
52 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions52
Increased144
Decreased89
Sold out19
Institutional Holders
329 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 1.41M | $163.49M | −1.01M | Reduced |
| 2 | Empowered Funds, LLC | 959.0K | $111.53M | +667.2K | Added |
| 3 | Rockefeller Capital Management L.P. | 601.4K | $69.94M | −4.6K | Reduced |
| 4 | True Wealth Design, LLC | 497.0K | $57.80M | +20.7K | Added |
| 5 | Pennington Partners & Co., LLC | 428.7K | $49.85M | +19.3K | Added |
| 6 | Client First Investment Management LLC | 406.9K | $47.31M | +267.1K | Added |
| 7 | Ethos Financial Group, LLC | 404.6K | $47.04M | +86.6K | Added |
| 8 | Hightower Advisors, LLC | 373.0K | $43.38M | +32.1K | Added |
| 9 | Insight Advisors, LLC/ Pa | 337.7K | $39.27M | +19.9K | Added |
| 10 | Adar1 Capital Management, LLC | 337.1K | $39.20M | 0 | Held |
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