Institutional Ownership
Ea Series Trust
CUSIP 02072L680STRIVE 500 ETFSTRVQ1 2026
Institutional Holders
137
13F filers
Shares Held
8.62M
Aggregate institutional
Institutional Value
$353.33M
Q1 2026
Net New Holders
+1
14 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased58
Decreased36
Sold out13
Institutional Holders
137 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oxenfree Capital LLC | 932.3K | $42.10M | −63.5K | Reduced |
| 2 | Raymond James Financial Inc | 612.2K | $25.69M | −39.2K | Reduced |
| 3 | Uptick Partners, LLC | 485.6K | $20.38M | +73.0K | Added |
| 4 | Truist Financial Corp | 447.9K | $18.80M | +8.7K | Added |
| 5 | Stifel Financial Corp | 392.1K | $16.46M | −18.7K | Reduced |
| 6 | United Advisor Group, LLC | 379.5K | $15.93M | +13.6K | Added |
| 7 | Weaver Capital Management LLC | 277.6K | $11.65M | −88.9K | Reduced |
| 8 | Kestra Advisory Services, LLC | 267.8K | $11.24M | +99.8K | Added |
| 9 | Lpl Financial LLC | 265.1K | $11.13M | +11.4K | Added |
| 10 | Jones Financial Companies Lllp | 252.2K | $10.34M | +33.3K | Added |
127 more institutional holders on Premium
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