Institutional Ownership
Ea Series Trust
CUSIP 02072L607FREEDOM 100 EMFRDMQ1 2026
Institutional Holders
277
13F filers
Shares Held
33.36M
Aggregate institutional
Institutional Value
$1.78B
Q1 2026
Net New Holders
+50
63 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions63
Increased118
Decreased68
Sold out13
Institutional Holders
277 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 2.55M | $139.34M | +133.5K | Added |
| 2 | Wells Fargo & Company/Mn | 2.14M | $117.19M | +643.7K | Added |
| 3 | Northwestern Mutual Wealth Management Co | 1.95M | $106.30M | +364.5K | Added |
| 4 | Mainstay Capital Management LLC /Adv | 1.82M | $99.64M | +157.2K | Added |
| 5 | Ellevest, Inc. | 1.04M | $56.58M | −143.2K | Reduced |
| 6 | Willis Johnson & Associates, Inc. | 859.2K | $46.95M | −151.5K | Reduced |
| 7 | Raymond James Financial Inc | 794.5K | $43.42M | −11.5K | Reduced |
| 8 | Tanglewood Wealth Management, Inc. | 790.8K | $43.22M | −333.4K | Reduced |
| 9 | Lpl Financial LLC | 767.2K | $41.93M | +344.7K | Added |
| 10 | Aptus Capital Advisors, LLC | 662.1K | $36.18M | −8.1K | Reduced |
267 more institutional holders on Premium
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