Institutional Ownership
Ea Series Trust
CUSIP 02072Q572CAMBRIA US EQUALUSEWQ1 2026
Institutional Holders
36
13F filers
Shares Held
2.47M
Aggregate institutional
Institutional Value
$119.95M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased3
Decreased8
Sold out2
Institutional Holders
36 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prism Advisors, Inc. | 757.6K | $37.03M | 0 | Held |
| 2 | Cresset Asset Management, LLC | 521.4K | $25.49M | −1.4K | Reduced |
| 3 | Mai Capital Management | 295.0K | $14.42M | 0 | Held |
| 4 | Quantinno Capital Management LP | 108.5K | $5.30M | +70.6K | Added |
| 5 | Clearview Wealth Management LLC | 72.1K | $3.52M | +72.1K | First Filing |
| 6 | Astra Wealth Partners LLC | 54.6K | $2.67M | +2.8K | Added |
| 7 | First National Bank Sioux Falls | 51.1K | $2.66M | +51.1K | New |
| 8 | Nvest Wealth Strategies, Inc. | 49.7K | $2.43M | −1.4K | Reduced |
| 9 | Walkner Condon Financial Advisors LLC | 45.0K | $2.20M | −22.2K | Reduced |
| 10 | Highline Wealth Partners LLC | 41.8K | $2.04M | +41.8K | New |
26 more institutional holders on Premium
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