Institutional Ownership
Ea Series Trust
CUSIP 02072L839ARGENT MID CAPAMIDQ1 2026
Institutional Holders
21
13F filers
Shares Held
2.39M
Aggregate institutional
Institutional Value
$77.04M
Q1 2026
Net New Holders
+6
7 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased6
Decreased5
Sold out1
Institutional Holders
21 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Moneta Group Investment Advisors LLC | 1.80M | $58.00M | −5.7K | Reduced |
| 2 | Orion Porfolio Solutions, LLC | 232.2K | $7.47M | −5.7K | Reduced |
| 3 | Corient Private Wealth LLC | 138.4K | $4.46M | +73.2K | Added |
| 4 | Maia Wealth LLC | 71.3K | $2.29M | +4.4K | Added |
| 5 | Krilogy Financial LLC | 45.6K | $1.58M | +45.6K | New |
| 6 | Directional Asset Management | 26.8K | $862.4K | −3.7K | Reduced |
| 7 | Gts Securities LLC | 19.0K | $610.2K | +12.5K | Added |
| 8 | Raymond James Financial Inc | 14.8K | $475.7K | +500 | Added |
| 9 | Argent Capital Management LLC | 11.9K | $383.0K | 0 | Held |
| 10 | Citadel Advisors LLC | 8.4K | $268.9K | +8.4K | New |
11 more institutional holders on Premium
See every fund holding Ea Series Trust, with full quarter-over-quarter share changes.
Unlock all holders