Institutional Ownership
Ea Series Trust
CUSIP 02072Q382CITY DIFFNT INVTCDIGQ1 2026
Institutional Holders
8
13F filers
Shares Held
1.36M
Aggregate institutional
Institutional Value
$33.47M
Q1 2026
Net New Holders
-1
3 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased5
Decreased0
Sold out4
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 1.20M | $29.87M | +135.6K | Added |
| 2 | Lakeridge Wealth Management LLC | 66.6K | $1.65M | +55.7K | Added |
| 3 | Farther Finance Advisors, LLC | 33.3K | $827.8K | +8.0K | Added |
| 4 | Cascade Investment Group, Inc. | 23.4K | $580.4K | +2.5K | Added |
| 5 | World Investment Advisors | 10.5K | $260.4K | +10.5K | New |
| 6 | Envestnet Asset Management Inc | 9.3K | $230.7K | +9.3K | New |
| 7 | Osaic Holdings, Inc. | 1.7K | $43.1K | +1.7K | Added |
| 8 | Hunter Associates Investment Management LLC | 8.7K | $216 | +8.7K | New |