Institutional Ownership
Ea Series Trust
CUSIP 02072L607FREEDOM 100 EMFRDMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
277
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 | Retirement Planning Group, LLC | 2.55M | $139.34M |
| 2 | Wells Fargo & Company/Mn | 2.14M | $117.19M |
| 3 | Northwestern Mutual Wealth Management Co | 1.95M | $106.30M |
| 4 | Mainstay Capital Management LLC /Adv | 1.82M | $99.64M |
| 5 | Ellevest, Inc. | 1.04M | $56.58M |
| 6 | Willis Johnson & Associates, Inc. | 859.2K | $46.95M |
| 7 | Raymond James Financial Inc | 794.5K | $43.42M |
| 8 | Tanglewood Wealth Management, Inc. | 790.8K | $43.22M |
| 9 | Lpl Financial LLC | 767.2K | $41.93M |
| 10 | Aptus Capital Advisors, LLC | 662.1K | $36.18M |