Institutional Ownership
Ea Series Trust
CUSIP 02072Q531ARS FOCUSED OPPOAFOSQ1 2026
Institutional Holders
11
13F filers
Shares Held
5.96M
Aggregate institutional
Institutional Value
$207.79M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased4
Decreased1
Sold out0
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ars Investment Partners, LLC | 5.63M | $203.50M | +28.2K | Added |
| 2 | Gts Securities LLC | 19.2K | $694.6K | −13.8K | Reduced |
| 3 | Ascentis Independent Advisors | 17.2K | $621.6K | +17.2K | New |
| 4 | Shorehaven Wealth Partners, LLC | 16.7K | $604.2K | +550 | Added |
| 5 | Ifp Advisors, Inc | 15.6K | $564.5K | +15.6K | New |
| 6 | Fortress Private Ledger, LLC | 13.2K | $477.0K | +5.7K | Added |
| 7 | Mgo One Seven LLC | 9.6K | $347.0K | +9.6K | New |
| 8 | Tiller Private Wealth, Inc. | 7.8K | $281.8K | +862 | Added |
| 9 | New Wave Wealth Advisors LLC | 7.7K | $277.5K | +7.7K | New |
| 10 | Newedge Advisors, LLC | 212.3K | $212.3K | 0 | Held |
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