Institutional Ownership
Ea Series Trust
CUSIP 02072Q218AVORY FOUNDATIONQ1 2026
Institutional Holders
6
13F filers
Shares Held
1.92M
Aggregate institutional
Institutional Value
$40.92M
Q1 2026
Net New Holders
+6
6 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased0
Decreased0
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1.51M | $32.19M | +1.51M | New |
| 2 | Avory & Company, LLC | 341.2K | $7.29M | +341.2K | New |
| 3 | Gts Securities LLC | 29.5K | $629.5K | +29.5K | New |
| 4 | Aventura Private Wealth, LLC | 25.4K | $542.8K | +25.4K | New |
| 5 | Susquehanna International Group, LLP | 12.3K | $263.5K | +12.3K | New |
| 6 | Ubs Group AG | 264 | $5.6K | +264 | New |