Institutional Ownership
Ea Series Trust
CUSIP 02072L748DISCIPLINE FUNDDDXQ1 2026
Institutional Holders
6
13F filers
Shares Held
2.29M
Aggregate institutional
Institutional Value
$55.62M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased3
Decreased2
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orcam Financial Group | 1.79M | $43.45M | +5.1K | Added |
| 2 | Federation Des Caisses Desjardins Du Quebec | 398.0K | $9.64M | +26.1K | Added |
| 3 | Pathway Financial Advisors LLC | 88.8K | $2.16M | +333 | Added |
| 4 | Gts Securities LLC | 15.3K | $371.6K | −5.0K | Reduced |
| 5 | Morgan Stanley | 1 | $32 | 0 | Held |
| 6 | Royal Bank Of Canada | 1 | $0 | −3.3K | Reduced |