Institutional Ownership
Ea Series Trust
CUSIP 02072L599STRIVE 1000 VALUSTXVQ1 2026
Institutional Holders
32
13F filers
Shares Held
1.36M
Aggregate institutional
Institutional Value
$46.01M
Q1 2026
Net New Holders
+4
7 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased8
Decreased8
Sold out3
Institutional Holders
32 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Uptick Partners, LLC | 517.1K | $18.17M | −33.1K | Reduced |
| 2 | Wealthplan Investment Management, LLC | 189.8K | $6.67M | +189.8K | New |
| 3 | Oxenfree Capital LLC | 169.0K | $6.07M | +4.2K | Added |
| 4 | Advyzon Investment Management, LLC | 145.6K | $5.12M | −77.5K | Reduced |
| 5 | Everhart Financial Group, Inc. | 33.4K | $1.17M | −5.3K | Reduced |
| 6 | Stonex Group Inc. | 28.9K | $1.01M | +2.5K | Added |
| 7 | Paragon Capital Management Inc | 24.5K | $859.8K | +1.3K | Added |
| 8 | Gts Securities LLC | 23.2K | $813.7K | +6.5K | Added |
| 9 | Summit Financial, LLC | 22.0K | $773.8K | −59 | Reduced |
| 10 | Merit Financial Group, LLC | 17.5K | $616.3K | +74 | Added |
22 more institutional holders on Premium
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