Institutional Ownership
Ea Series Trust
CUSIP 02072L631ALPHA ARCHITECTHIDEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
19
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 | L.K. Benson & Company, P.C. | 471.4K | $11.31M |
| 2 | Bwm Planning, LLC | 418.4K | $10.04M |
| 3 | Encompass More Asset Management | 257.7K | $6.19M |
| 4 | Ethos Financial Group, LLC | 147.5K | $3.54M |
| 5 | Vestment Financial LLC | 77.7K | $1.89M |
| 6 | Synergy Asset Management, LLC | 68.8K | $1.65M |
| 7 | Archford Capital Strategies, LLC | 64.4K | $1.55M |
| 8 | Xy Planning Network, Inc. | 56.6K | $1.36M |
| 9 | Valley Financial Group, Inc. | 48.8K | $1.17M |
| 10 | Iht Wealth Management, LLC | 47.0K | $1.13M |