Institutional Ownership
Ea Series Trust
CUSIP 02072L565ALPHA ARCH 1-3BOXXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
329
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 1.41M | $163.49M |
| 2 | Empowered Funds, LLC | 959.0K | $111.53M |
| 3 | Rockefeller Capital Management L.P. | 601.4K | $69.94M |
| 4 | True Wealth Design, LLC | 497.0K | $57.80M |
| 5 | Pennington Partners & Co., LLC | 428.7K | $49.85M |
| 6 | Client First Investment Management LLC | 406.9K | $47.31M |
| 7 | Ethos Financial Group, LLC | 404.6K | $47.04M |
| 8 | Hightower Advisors, LLC | 373.0K | $43.38M |
| 9 | Insight Advisors, LLC/ Pa | 337.7K | $39.27M |
| 10 | Adar1 Capital Management, LLC | 337.1K | $39.20M |