Institutional Ownership
Ea Series Trust
CUSIP 02072Q341BUFFERLABS US EQBFLBQ1 2026
Institutional Holders
5
13F filers
Shares Held
1.35M
Aggregate institutional
Institutional Value
$67.30M
Q1 2026
Net New Holders
+0
2 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased1
Sold out2
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthplan Investment Management, LLC | 1.05M | $52.08M | +13.8K | Added |
| 2 | Wealthplan Partners, LLC | 182.7K | $9.10M | +29.5K | Added |
| 3 | Steward Partners Investment Advisory, LLC | 116.0K | $5.78M | +116.0K | New |
| 4 | Old Mission Capital LLC | 6.8K | $337.8K | +6.8K | New |
| 5 | Ubs Group AG | 178 | $8.9K | −22 | Reduced |