Institutional Ownership
Ea Series Trust
CUSIP 02072Q762MARKETDESK FOCUSFMTMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
16
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 | San Luis Wealth Advisors LLC | 266.5K | $9.26M |
| 2 | Arrowroot Family Office, LLC | 146.5K | $5.09M |
| 3 | Mutual Advisors, LLC | 100.4K | $3.49M |
| 4 | Dakota Wealth Management | 97.6K | $3.39M |
| 5 | Avestar Capital, LLC | 44.5K | $1.55M |
| 6 | Andina Capital Management, LLC | 40.9K | $1.42M |
| 7 | Money Concepts Capital Corp | 19.6K | $681.9K |
| 8 | Goldenstone Wealth Management LLC | 11.2K | $390.2K |
| 9 | Royal Bank Of Canada | 4.0K | $138.0K |
| 10 | Jpmorgan Chase & Co | 4.1K | $134.5K |