Institutional Ownership
Ea Series Trust
CUSIP 02072L615STRIVE 1000 GRWTSTXGQ1 2026
Institutional Holders
43
13F filers
Shares Held
1.55M
Aggregate institutional
Institutional Value
$74.08M
Q1 2026
Net New Holders
-2
5 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased14
Decreased15
Sold out7
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oxenfree Capital LLC | 506.6K | $26.05M | +19.6K | Added |
| 2 | Uptick Partners, LLC | 333.6K | $15.65M | −18.5K | Reduced |
| 3 | Wealthplan Investment Management, LLC | 141.0K | $6.61M | +141.0K | New |
| 4 | Advyzon Investment Management, LLC | 98.4K | $4.62M | −48.2K | Reduced |
| 5 | Demars Financial Group, LLC | 68.7K | $3.22M | +15.7K | Added |
| 6 | Ubs Group AG | 44.4K | $2.08M | −8.5K | Reduced |
| 7 | Stonex Group Inc. | 43.3K | $2.03M | −15.3K | Reduced |
| 8 | Gts Securities LLC | 39.8K | $1.87M | +25.4K | Added |
| 9 | Everhart Financial Group, Inc. | 25.2K | $1.18M | −2.6K | Reduced |
| 10 | Summit Financial, LLC | 23.5K | $1.10M | +511 | Added |
33 more institutional holders on Premium
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