Institutional Ownership
Ea Series Trust
CUSIP 02072L771SPARKLINE INTANGITANQ1 2026
Institutional Holders
16
13F filers
Shares Held
1.25M
Aggregate institutional
Institutional Value
$43.70M
Q1 2026
Net New Holders
-1
4 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased6
Decreased3
Sold out5
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 731.9K | $26.24M | −60.9K | Reduced |
| 2 | Philip James Wealth Mangement, LLC | 189.7K | $6.80M | −78.4K | Reduced |
| 3 | Integrated Wealth Concepts LLC | 85.8K | $3.07M | +85.8K | New |
| 4 | Savvy Advisors, Inc. | 69.7K | $2.50M | +69.7K | New |
| 5 | Proficio Capital Partners LLC | 43.3K | $1.55M | 0 | Held |
| 6 | Wealth Effects LLC | 28.2K | $1.01M | +5.7K | Added |
| 7 | Ritholtz Wealth Management | 16.3K | $585.6K | +16.3K | New |
| 8 | Womack Financial LLC | 12.2K | $438.4K | +303 | Added |
| 9 | Royal Bank Of Canada | 10.9K | $392.0K | +6.2K | Added |
| 10 | Signature Wealth Management Group | 10.6K | $380.8K | +160 | Added |
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