Institutional Ownership
Ea Series Trust
CUSIP 02072L870GADSDN DYN MLTGDMAQ1 2026
Institutional Holders
13
13F filers
Shares Held
4.49M
Aggregate institutional
Institutional Value
$182.43M
Q1 2026
Net New Holders
+3
3 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased3
Decreased4
Sold out0
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Almanack Investment Partners, LLC. | 4.25M | $173.00M | +471.4K | Added |
| 2 | Wealth Enhancement Advisory Services, LLC | 106.7K | $4.35M | −27.1K | Reduced |
| 3 | Vise Technologies, Inc. | 49.1K | $1.89M | 0 | Held |
| 4 | Gts Securities LLC | 24.9K | $1.01M | +3.1K | Added |
| 5 | Ethos Financial Group, LLC | 21.8K | $885.7K | −76.9K | Reduced |
| 6 | Hudock, Inc. | 10.8K | $438.7K | +133 | Added |
| 7 | Hightower Advisors, LLC | 7.7K | $315.1K | 0 | Held |
| 8 | Redwood Wealth Management Group, LLC | 7.7K | $313.1K | +7.7K | New |
| 9 | Morgan Stanley | 2.7K | $108.2K | −1 | Reduced |
| 10 | Royal Bank Of Canada | 1.2K | $50.0K | +1.2K | New |
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