Institutional Ownership
Ea Series Trust
CUSIP 02072L573STRIVE SML CAPSTXKQ1 2026
Institutional Holders
35
13F filers
Shares Held
1.22M
Aggregate institutional
Institutional Value
$40.00M
Q1 2026
Net New Holders
+1
6 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased10
Decreased9
Sold out5
Institutional Holders
35 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oxenfree Capital LLC | 371.5K | $13.18M | +42.6K | Added |
| 2 | Foundations Investment Advisors, LLC | 169.6K | $5.66M | +169.6K | New |
| 3 | Summit Financial, LLC | 128.6K | $4.29M | −1.3K | Reduced |
| 4 | Financial Management Network Inc | 112.0K | $3.92M | −1.3K | Reduced |
| 5 | Wealthplan Investment Management, LLC | 92.9K | $3.10M | +92.9K | New |
| 6 | Uptick Partners, LLC | 50.3K | $1.68M | −7.9K | Reduced |
| 7 | Paragon Capital Management Inc | 31.2K | $1.04M | +1.5K | Added |
| 8 | Chicago Partners Investment Group LLC | 22.3K | $808.0K | +33 | Added |
| 9 | Advyzon Investment Management, LLC | 18.6K | $621.2K | −8.8K | Reduced |
| 10 | Pds Planning, Inc | 17.0K | $568.0K | −142 | Reduced |
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