Institutional Ownership
Ea Series Trust
CUSIP 02072Q762MARKETDESK FOCUSFMTMQ1 2026
Institutional Holders
16
13F filers
Shares Held
739.9K
Aggregate institutional
Institutional Value
$25.72M
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
Increased6
Decreased4
Sold out0
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | 266.5K | $9.26M | +87.0K | Added |
| 2 | Arrowroot Family Office, LLC | 146.5K | $5.09M | +46.2K | Added |
| 3 | Mutual Advisors, LLC | 100.4K | $3.49M | −4.0K | Reduced |
| 4 | Dakota Wealth Management | 97.6K | $3.39M | +2.2K | Added |
| 5 | Avestar Capital, LLC | 44.5K | $1.55M | +44.5K | New |
| 6 | Andina Capital Management, LLC | 40.9K | $1.42M | −17.4K | Reduced |
| 7 | Money Concepts Capital Corp | 19.6K | $681.9K | +1.9K | Added |
| 8 | Goldenstone Wealth Management LLC | 11.2K | $390.2K | +425 | Added |
| 9 | Royal Bank Of Canada | 4.0K | $138.0K | −16.5K | Reduced |
| 10 | Jpmorgan Chase & Co | 4.1K | $134.5K | +4.1K | New |
6 more institutional holders on Premium
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