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
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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 | $169M | 0% | Mar 2026 |
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| Everest Management Corp. | 381k | $18M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 360k | $18M | 100% | Dec 2025 |
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| Truepoint | 233k | $11M | -5% | Mar 2026 |
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| JPL Wealth Management | 229k | $11M | 0% | Mar 2026 |
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| Flatrock Wealth Partners | 102k | $4.7M | 100% | Mar 2026 |
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| Ethos Financial Group | 101k | $4.7M | 0% | Mar 2026 |
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| Seed Wealth Management | 92k | $4.3M | 0% | Mar 2026 |
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| Soundwatch Capital | 83k | $3.9M | 125% | Mar 2026 |
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| United Capital Financial Advisers | 83k | $3.9M | 0% | Mar 2026 |
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| Meredith Wealth Planning | 81k | $3.8M | 0% | Mar 2026 |
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| Ledyard National Bank | 67k | $3.1M | -3% | Mar 2026 |
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| One Degree Advisors | 51k | $2.4M | 100% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 49k | $2.3M | 0% | Mar 2026 |
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| Loring Wolcott Coolidge Fa | 43k | $2.1M | 0% | Mar 2026 |
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| Summit Wealth & Retirement Planning | 39k | $1.8M | 0% | Mar 2026 |
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| Revolve Wealth Partners | 38k | $1.8M | -29% | Mar 2026 |
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| Fidelity D & D Bancorp | 33k | $1.5M | 0% | Mar 2026 |
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| Magnolia Private Wealth | 33k | $1.5M | 0% | Mar 2026 |
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| Frank. Day | 31k | $1.4M | -28% | Mar 2026 |
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| Royal Bank of Canada | 29k | $1.4M | 100% | Mar 2026 |
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| Regions Bank | 28k | $1.3M | 100% | Mar 2026 |
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| Quantinno Capital Management | 25k | $1.2M | 100% | Mar 2026 |
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| AQR Capital Management | 22k | $1.0M | 100% | Mar 2026 |
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| Quarry Hill Advisors | 20k | $1.0M | 0% | Mar 2026 |
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| Family CFO | 20k | $923k | 0% | Mar 2026 |
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| Sherman Wealth Management | 18k | $828k | 0% | Mar 2026 |
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| Continuum Wealth Advisors | 15k | $718k | 0% | Mar 2026 |
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| Prairiewood Capital | 15k | $716k | -1% | Mar 2026 |
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| Creative Planning | 14k | $663k | 0% | Mar 2026 |
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| McCarthy Grittinger Financial Group | 14k | $644k | -1% | Mar 2026 |
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| Savvy Advisors | 13k | $618k | 100% | Mar 2026 |
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| Schiavi & Co | 9.8k | $457k | 0% | Mar 2026 |
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| HPM Partners | 9.4k | $436k | 0% | Mar 2026 |
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| XY Planning Network | 8.5k | $398k | 0% | Mar 2026 |
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| Midwest Capital Advisors | 6.6k | $307k | 0% | Mar 2026 |
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| ZWJ Investment Counsel | 5.1k | $237k | 0% | Mar 2026 |
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| Farther Finance Advisors | 3.4k | $161k | 0% | Mar 2026 |
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| UBS Group | 1.4k | $65k | 100% | Mar 2026 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Perigon Wealth Management | Dec 2025 | 7.5k | $370k |