Institutional Ownership
Ea Series Trust
CUSIP 02072L631ALPHA ARCHITECTHIDEQ1 2026
Institutional Holders
19
13F filers
Shares Held
1.88M
Aggregate institutional
Institutional Value
$42.04M
Q1 2026
Net New Holders
+6
6 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased8
Decreased4
Sold out0
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | L.K. Benson & Company, P.C. | 471.4K | $11.31M | +40.2K | Added |
| 2 | Bwm Planning, LLC | 418.4K | $10.04M | +17.2K | Added |
| 3 | Encompass More Asset Management | 257.7K | $6.19M | +257.7K | New |
| 4 | Ethos Financial Group, LLC | 147.5K | $3.54M | −87.2K | Reduced |
| 5 | Vestment Financial LLC | 77.7K | $1.89M | +77.7K | New |
| 6 | Synergy Asset Management, LLC | 68.8K | $1.65M | +68.8K | New |
| 7 | Archford Capital Strategies, LLC | 64.4K | $1.55M | +64.4K | New |
| 8 | Xy Planning Network, Inc. | 56.6K | $1.36M | +8.5K | Added |
| 9 | Valley Financial Group, Inc. | 48.8K | $1.17M | −210 | Reduced |
| 10 | Iht Wealth Management, LLC | 47.0K | $1.13M | +351 | Added |
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