Institutional Ownership
Ea Series Trust
CUSIP 02072Q853ALPHA ARCHITECTAAUSQ1 2026
Institutional Holders
29
13F filers
Shares Held
6.06M
Aggregate institutional
Institutional Value
$308.63M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased1
Decreased8
Sold out1
Institutional Holders
29 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 2.75M | $144.25M | 0 | Held |
| 2 | Plancorp, LLC | 681.5K | $37.20M | −11.2K | Reduced |
| 3 | Seed Wealth Management, Inc. | 684.0K | $35.83M | 0 | Held |
| 4 | Relyea Zuckerberg Hanson LLC | 446.2K | $23.37M | −154.9K | Reduced |
| 5 | Sageworth Trust Co | 177.9K | $9.32M | 0 | Held |
| 6 | Wealth Enhancement Advisory Services, LLC | 172.8K | $9.12M | 0 | Held |
| 7 | Aqr Capital Management LLC | 172.8K | $9.05M | 0 | Held |
| 8 | Empowered Funds, LLC | 154.9K | $8.11M | +154.9K | New |
| 9 | United Capital Financial Advisors, LLC | 111.0K | $5.82M | −808 | Reduced |
| 10 | Soundwatch Capital LLC | 99.9K | $5.23M | −808 | Reduced |
19 more institutional holders on Premium
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