Institutional Ownership
Ea Series Trust
CUSIP 02072L656ALTRIUS GBL DIVDIVDQ1 2026
Institutional Holders
9
13F filers
Shares Held
223.8K
Aggregate institutional
Institutional Value
$9.15M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased4
Decreased2
Sold out1
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Altrius Capital Management Inc | 164.7K | $6.76M | +9.5K | Added |
| 2 | Global View Capital Management LLC | 20.6K | $844.1K | +8.3K | Added |
| 3 | Advisory Services Network, LLC | 12.1K | $496.5K | 0 | Held |
| 4 | Lpl Financial LLC | 10.4K | $426.3K | +10.4K | New |
| 5 | Harpswell Capital Advisors, LLC | 10.0K | $410.3K | 0 | Held |
| 6 | Royal Bank Of Canada | 2.4K | $97.0K | −2.6K | Reduced |
| 7 | Harbour Investments, Inc. | 1.6K | $65.9K | +8 | Added |
| 8 | Lm Advisors LLC | 2.1K | $51.8K | +410 | Added |
| 9 | Morgan Stanley | 1 | $64 | −1 | Reduced |