Institutional Ownership
Ea Series Trust
CUSIP 02072L599STRIVE 1000 VALUSTXVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
32
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 | Uptick Partners, LLC | 517.1K | $18.17M |
| 2 | Wealthplan Investment Management, LLC | 189.8K | $6.67M |
| 3 | Oxenfree Capital LLC | 169.0K | $6.07M |
| 4 | Advyzon Investment Management, LLC | 145.6K | $5.12M |
| 5 | Everhart Financial Group, Inc. | 33.4K | $1.17M |
| 6 | Stonex Group Inc. | 28.9K | $1.01M |
| 7 | Paragon Capital Management Inc | 24.5K | $859.8K |
| 8 | Gts Securities LLC | 23.2K | $813.7K |
| 9 | Summit Financial, LLC | 22.0K | $773.8K |
| 10 | Merit Financial Group, LLC | 17.5K | $616.3K |