Institutional Ownership
Ea Series Trust
CUSIP 02072L573STRIVE SML CAPSTXKQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
35
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 | Oxenfree Capital LLC | 371.5K | $13.18M |
| 2 | Foundations Investment Advisors, LLC | 169.6K | $5.66M |
| 3 | Summit Financial, LLC | 128.6K | $4.29M |
| 4 | Financial Management Network Inc | 112.0K | $3.92M |
| 5 | Wealthplan Investment Management, LLC | 92.9K | $3.10M |
| 6 | Uptick Partners, LLC | 50.3K | $1.68M |
| 7 | Paragon Capital Management Inc | 31.2K | $1.04M |
| 8 | Chicago Partners Investment Group LLC | 22.3K | $808.0K |
| 9 | Advyzon Investment Management, LLC | 18.6K | $621.2K |
| 10 | Pds Planning, Inc | 17.0K | $568.0K |