Institutional Ownership
Ea Series Trust
CUSIP 02072Q580SUNCOAST SELECTSEMGQ1 2026
Institutional Holders
8
13F filers
Shares Held
3.58M
Aggregate institutional
Institutional Value
$86.15M
Q1 2026
Net New Holders
-4
1 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased6
Decreased0
Sold out5
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.61M | $38.65M | +24.3K | Added |
| 2 | Pnc Financial Services Group, Inc. | 1.60M | $38.60M | +15.0K | Added |
| 3 | Royal Bank Of Canada | 176.9K | $4.26M | +174.2K | Added |
| 4 | Suncoast Equity Management | 134.4K | $3.24M | +22.6K | Added |
| 5 | Ashton Thomas Private Wealth, LLC | 41.3K | $993.6K | +221 | Added |
| 6 | Cary Street Partners Financial LLC | 10.1K | $243.7K | 0 | Held |
| 7 | Farther Finance Advisors, LLC | 6.4K | $154.0K | +2.3K | Added |
| 8 | Morgan Stanley | 677 | $16.3K | +677 | New |