Institutional Ownership
Ea Series Trust
CUSIP 02072L581STRIVE 1000 DIVSTXDQ1 2026
Institutional Holders
29
13F filers
Shares Held
838.4K
Aggregate institutional
Institutional Value
$29.63M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased7
Decreased5
Sold out2
Institutional Holders
29 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oxenfree Capital LLC | 342.0K | $12.89M | +3.4K | Added |
| 2 | Foundations Investment Advisors, LLC | 276.0K | $9.80M | +257.2K | Added |
| 3 | Stonex Group Inc. | 47.2K | $1.68M | +22.3K | Added |
| 4 | Uptick Partners, LLC | 29.7K | $1.06M | −2.8K | Reduced |
| 5 | Kestra Advisory Services, LLC | 16.1K | $570.9K | +28 | Added |
| 6 | Gwn Securities Inc. | 13.6K | $482.8K | 0 | Held |
| 7 | Venture Visionary Partners LLC | 12.5K | $443.3K | 0 | Held |
| 8 | Pds Planning, Inc | 11.9K | $422.1K | +2.2K | Added |
| 9 | Harbour Investments, Inc. | 11.1K | $392.7K | +1.0K | Added |
| 10 | Captrust Financial Advisors | 8.4K | $299.8K | 0 | Held |
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