Who owns EA SERIES TRUST?
- Ticker: AAEQ
- CUSIP Number: 02072q358
Tip: Access positions for across all investors
Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Ea Series Trust stock
Who bought or sold EA SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cache Advisors | 3.6M | $193M | 0% | Jun 2026 |
|
| Everest Management Corp. | 376k | $20M | -1% | Jun 2026 |
|
| Beacon Pointe Advisors | 360k | $19M | 0% | Jun 2026 |
|
| Vise Technologies | 234k | $12M | 100% | Jun 2026 |
|
| Truepoint | 233k | $12M | 0% | Jun 2026 |
|
| JPL Wealth Management | 229k | $12M | 0% | Jun 2026 |
|
| Flatrock Wealth Partners | 102k | $5.4M | 0% | Jun 2026 |
|
| Seed Wealth Management | 91k | $4.8M | 0% | Jun 2026 |
|
| United Capital Financial Advisers | 83k | $4.4M | 0% | Jun 2026 |
|
| Soundwatch Capital | 83k | $4.4M | 0% | Jun 2026 |
|
| Meredith Wealth Planning | 81k | $4.3M | 0% | Jun 2026 |
|
| Ethos Financial Group | 80k | $4.2M | -20% | Jun 2026 |
|
| Ledyard National Bank | 65k | $3.5M | -2% | Jun 2026 |
|
| Quantinno Capital Management | 53k | $2.8M | 116% | Jun 2026 |
|
| One Degree Advisors | 51k | $2.7M | 0% | Jun 2026 |
|
| Twin Peaks Wealth Advisors | 49k | $2.6M | 0% | Jun 2026 |
|
| Loring Wolcott Coolidge Fa | 43k | $2.3M | 0% | Jun 2026 |
|
| Summit Wealth & Retirement Planning | 39k | $2.1M | 0% | Jun 2026 |
|
| Revolve Wealth Partners | 37k | $2.0M | -1% | Jun 2026 |
|
| Fidelity D & D Bancorp | 33k | $1.7M | 0% | Jun 2026 |
|
| Magnolia Private Wealth | 32k | $1.7M | -2% | Jun 2026 |
|
| Royal Bank of Canada | 30k | $1.6M | 2% | Jun 2026 |
|
| Regions Bank | 28k | $1.5M | 0% | Jun 2026 |
|
| AQR Capital Management | 20k | $1.1M | -7% | Jun 2026 |
|
| Family CFO | 20k | $1.1M | 0% | Jun 2026 |
|
| Sherman Wealth Management | 18k | $947k | 0% | Jun 2026 |
|
| Mercer Global Advisors | 18k | $937k | 100% | Jun 2026 |
|
| Continuum Wealth Advisors | 15k | $821k | 0% | Jun 2026 |
|
| Prairiewood Capital | 15k | $818k | 0% | Jun 2026 |
|
| William Blair $ Company | 15k | $808k | 100% | Jun 2026 |
|
| Creative Planning | 14k | $758k | 0% | Jun 2026 |
|
| Quarry Hill Advisors | 14k | $757k | -29% | Jun 2026 |
|
| McCarthy Grittinger Financial Group | 13k | $680k | -8% | Jun 2026 |
|
| Savvy Advisors | 12k | $646k | -8% | Jun 2026 |
|
| Schiavi & Co | 9.8k | $522k | 0% | Jun 2026 |
|
| HPM Partners | 9.4k | $499k | 0% | Jun 2026 |
|
| XY Planning Network | 6.6k | $351k | -22% | Jun 2026 |
|
| Midwest Capital Advisors | 6.6k | $351k | 0% | Jun 2026 |
|
| ZWJ Investment Counsel | 5.1k | $272k | 0% | Jun 2026 |
|
| Citadel Advisors | 4.4k | $233k | 100% | Jun 2026 |
|
| Farther Finance Advisors | 3.4k | $182k | 0% | Jun 2026 |
|
| UBS Group | 449.00 | $24k | -68% | Jun 2026 |
|
Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Frank. Day | Mar 2026 | 31k | $1.4M |
| Empowered Funds | Mar 2026 | 6.6k | $309k |
| L2 Asset Management | Mar 2026 | 6.5k | $303k |