Institutional Ownership
Ea Series Trust
CUSIP 02072L722STRIVE US ENERGYDRLLQ1 2026
Institutional Holders
100
13F filers
Shares Held
1.00M
Aggregate institutional
Institutional Value
$37.79M
Q1 2026
Net New Holders
+14
19 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased21
Decreased21
Sold out5
Institutional Holders
100 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 98.6K | $3.89M | +11.5K | Added |
| 2 | Stifel Financial Corp | 68.8K | $2.71M | +3.8K | Added |
| 3 | Raymond James Financial Inc | 65.3K | $2.58M | −4.7K | Reduced |
| 4 | Argos Wealth Advisors, LLC | 48.3K | $1.91M | 0 | Held |
| 5 | Cetera Investment Advisers | 42.1K | $1.66M | −2.6K | Reduced |
| 6 | Us Bancorp \De\ | 39.0K | $1.54M | 0 | Held |
| 7 | Jones Financial Companies Lllp | 30.6K | $1.25M | +11.4K | Added |
| 8 | Financial Management Network Inc | 31.9K | $1.17M | −271 | Reduced |
| 9 | Stonex Group Inc. | 26.3K | $1.04M | +3.1K | Added |
| 10 | Ubs Group AG | 25.9K | $1.02M | −2.4K | Reduced |
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