Institutional Ownership
Ea Series Trust
CUSIP 02072Q382CITY DIFFNT INVTCDIGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
8
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Allegheny Financial Group | 1.20M | $29.87M |
| 2 | Lakeridge Wealth Management LLC | 66.6K | $1.65M |
| 3 | Farther Finance Advisors, LLC | 33.3K | $827.8K |
| 4 | Cascade Investment Group, Inc. | 23.4K | $580.4K |
| 5 | World Investment Advisors | 10.5K | $260.4K |
| 6 | Envestnet Asset Management Inc | 9.3K | $230.7K |
| 7 | Osaic Holdings, Inc. | 1.7K | $43.1K |
| 8 | Hunter Associates Investment Management LLC | 8.7K | $216 |