Institutional Ownership
Ea Series Trust
CUSIP 02072Q358ALPHA ARCHITECTAAEQQ1 2026
Institutional Holders
41
13F filers
Shares Held
6.05M
Aggregate institutional
Institutional Value
$277.78M
Q1 2026
Net New Holders
+7
8 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased2
Decreased9
Sold out1
Institutional Holders
41 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 3.63M | $168.91M | 0 | Held |
| 2 | Everest Management Corp. | 380.5K | $17.70M | −1.4K | Reduced |
| 3 | Beacon Pointe Advisors, LLC | 359.8K | $16.74M | 0 | Held |
| 4 | Truepoint, Inc. | 233.3K | $10.85M | −12.2K | Reduced |
| 5 | Jpl Wealth Management, LLC | 229.4K | $10.67M | −5 | Reduced |
| 6 | Flatrock Wealth Partners LLC | 101.7K | $4.73M | 0 | Held |
| 7 | Ethos Financial Group, LLC | 100.5K | $4.67M | 0 | Held |
| 8 | Seed Wealth Management, Inc. | 91.5K | $4.25M | −167 | Reduced |
| 9 | United Capital Financial Advisors, LLC | 83.3K | $3.88M | 0 | Held |
| 10 | Soundwatch Capital LLC | 83.3K | $3.88M | +46.3K | Added |
31 more institutional holders on Premium
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