Who owns EA SERIES TRUST?
- Ticker: BOXX
- CUSIP Number: 02072l565
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 |
|---|---|---|---|---|---|
| Renaissance Technologies | 768k | $84M | 20% | Sep 2024 |
|
| Lgl Partners | 639k | $70M | -2% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 554k | $60M | 111% | Jun 2024 |
|
| True Wealth Design | 521k | $57M | -7% | Sep 2024 |
|
| Rockefeller Capital Management | 469k | $51M | 34% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 416k | $45M | 52% | Sep 2024 |
|
| Mariner Wealth Advisors | 412k | $45M | 851% | Sep 2024 |
|
| Insight Advisors, LLC/ PA | 350k | $38M | -2% | Sep 2024 |
|
| Ethos Financial Group | 334k | $36M | 31% | Sep 2024 |
|
| Empowered Funds | 316k | $35M | -71% | Sep 2024 |
|
| Compass Ion Advisors | 272k | $30M | 69% | Sep 2024 |
|
| CWM | 219k | $24M | 49% | Sep 2024 |
|
| Whitcomb & Hess | 214k | $23M | 0% | Sep 2024 |
|
| Ferguson Shapiro | 206k | $22M | -39% | Sep 2024 |
|
| Morgan Stanley | 176k | $19M | 36960% | Jun 2024 |
|
| Stokes Family Office | 142k | $15M | 21% | Sep 2024 |
|
| Jane Street | 138k | $15M | 100% | Sep 2024 |
|
| Summit Wealth & Retirement Planning | 121k | $13M | 5% | Sep 2024 |
|
| Hill Investment Group Partners | 116k | $13M | 426% | Jun 2024 |
|
| Opus Capital Group | 104k | $11M | 44% | Sep 2024 |
|
| GoalVest Advisory | 90k | $9.8M | 374% | Sep 2024 |
|
| Tortoise Investment Management | 88k | $9.6M | 149% | Sep 2024 |
|
| Herr Investment Group | 84k | $9.1M | 100% | Jun 2024 |
|
| Ursa Fund Management | 75k | $8.2M | 0% | Sep 2024 |
|
| Amplius Wealth Advisors | 74k | $8.1M | 113% | Sep 2024 |
|
| Captrust Financial Advisors | 64k | $6.9M | 5% | Sep 2024 |
|
| Mml Investors Services | 62k | $6.7M | -12% | Sep 2024 |
|
| KC Investment Advisors | 55k | $6.0M | 444% | Sep 2024 |
|
| Integrated Wealth Concepts | 53k | $5.8M | -7% | Sep 2024 |
|
| Weaver Consulting Group | 52k | $5.6M | 28% | Sep 2024 |
|
| Wolverine Trading | 51k | $5.6M | 1% | Sep 2024 |
|
| Sunbelt Securities | 47k | $5.1M | 100% | Jun 2024 |
|
| AQR Capital Management | 45k | $4.9M | 15% | Sep 2024 |
|
| Branch Banking & Trust Company | 43k | $4.6M | 34% | Jun 2024 |
|
| Tcfg Wealth Management | 41k | $4.5M | 100% | Sep 2024 |
|
| Client First Investment Management | 41k | $4.4M | -33% | Sep 2024 |
|
| Allen Capital Group | 41k | $4.4M | -4% | Sep 2024 |
|
| Commonwealth Financial Services | 40k | $4.4M | -14% | Sep 2024 |
|
| Journey Strategic Wealth | 39k | $4.2M | 18% | Sep 2024 |
|
| Quarry Hill Advisors | 38k | $4.1M | -19% | Sep 2024 |
|
| D.A. Davidson & Co. | 38k | $4.1M | 19% | Jun 2024 |
|
| Aspect Partners | 36k | $3.9M | 3% | Sep 2024 |
|
| WealthPlan Investment Management | 36k | $3.9M | 100% | Sep 2024 |
|
| Sippican Capital Adivsors | 35k | $3.8M | 100% | Sep 2024 |
|
| Gentry Private Wealth | 34k | $3.7M | 333% | Sep 2024 |
|
| IFG Advisors | 34k | $3.7M | 0% | Sep 2024 |
|
| Epacria Capital Partners | 32k | $3.5M | 79% | Jun 2024 |
|
| HighTower Advisors | 31k | $3.4M | 34% | Jun 2024 |
|
| BWM Planning | 30k | $3.3M | 100% | Sep 2024 |
|
| Stephens Consulting | 30k | $3.2M | 9% | Sep 2024 |
|
| Lifeworks Advisors | 30k | $3.2M | 75% | Sep 2024 |
|
| Mutual Advisors | 29k | $3.2M | 155% | Sep 2024 |
|
| Private Advisor | 28k | $3.1M | 152% | Sep 2024 |
|
| Seed Wealth Management | 28k | $3.0M | 26% | Sep 2024 |
|
| Pensionmark Financial Group | 27k | $2.9M | 25% | Jun 2024 |
|
| RHS Financial | 26k | $2.8M | 34% | Sep 2024 |
|
| Nwam | 26k | $2.8M | 100% | Sep 2024 |
|
| Well Done | 24k | $2.6M | -24% | Sep 2024 |
|
| Optivise Advisory Services | 23k | $2.5M | 2% | Sep 2024 |
|
| Royal Bank of Canada | 22k | $2.4M | 32% | Sep 2024 |
|
| BlackDiamond Wealth Management | 22k | $2.4M | 29% | Jun 2024 |
|
| Empirical Finance | 20k | $2.2M | 0% | Sep 2024 |
|
| We Are One Seven | 20k | $2.1M | 101% | Sep 2024 |
|
| Beacon Financial | 19k | $2.0M | -19% | Sep 2024 |
|
| Continuum Wealth Advisors | 18k | $2.0M | 192% | Sep 2024 |
|
| Invst | 18k | $1.9M | 626% | Jun 2024 |
|
| Moser Wealth Advisors | 18k | $1.9M | 3% | Sep 2024 |
|
| Focus Financial Network | 17k | $1.8M | 6% | Sep 2024 |
|
| Kingsview Wealth Management | 16k | $1.8M | 319% | Sep 2024 |
|
| Valley Financial Group | 15k | $1.7M | -13% | Sep 2024 |
|
| Black Swift Group | 15k | $1.6M | 100% | Sep 2024 |
|
| Morse Asset Management | 15k | $1.6M | 100% | Jun 2024 |
|
| Enzi Wealth | 15k | $1.6M | 254% | Sep 2024 |
|
| Epic Trust Investment Advisors | 15k | $1.6M | 253% | Jun 2024 |
|
| West Michigan Advisors | 13k | $1.4M | 232% | Sep 2024 |
|
| Longview Financial Advisors | 13k | $1.4M | 53% | Sep 2024 |
|
| Steel Peak Wealth Management | 13k | $1.4M | 100% | Sep 2024 |
|
| Farther Finance Advisors | 12k | $1.3M | 478% | Sep 2024 |
|
| Childress Capital Advisors | 12k | $1.3M | 23% | Sep 2024 |
|
| Revolve Wealth Partners | 11k | $1.2M | 107% | Sep 2024 |
|
| Seeds Investor | 11k | $1.2M | 104% | Sep 2024 |
|
| LPL Financial | 11k | $1.2M | -1% | Sep 2024 |
|
| Bank of America Corporation | 11k | $1.1M | 59% | Sep 2024 |
|
| Atria Investments | 10k | $1.1M | -21% | Sep 2024 |
|
| Apeiron RIA | 10k | $1.1M | 16% | Jun 2024 |
|
| DCF Advisers | 9.9k | $1.1M | 0% | Jun 2024 |
|
| Smart Money Group | 9.8k | $1.1M | -1% | Sep 2024 |
|
| Madison Wealth Partners | 9.8k | $1.1M | 50% | Sep 2024 |
|
| Envestnet Asset Management | 9.8k | $1.1M | 61% | Sep 2024 |
|
| Busey Trust Company | 9.6k | $1.0M | 0% | Jun 2024 |
|
| Vista Wealth Management Group | 9.4k | $1.0M | 0% | Sep 2024 |
|
| Apollon Wealth Management | 9.3k | $1.0M | 100% | Sep 2024 |
|
| Dynamic Advisors Solutions | 9.3k | $1.0M | 48% | Sep 2024 |
|
| Advisor Group Holdings | 8.6k | $941k | -19% | Sep 2024 |
|
| Avondale Wealth Management | 8.0k | $871k | 60% | Sep 2024 |
|
| Massey, Quick & Co | 7.9k | $856k | -37% | Sep 2024 |
|
| Green Square Capital | 7.4k | $805k | 57% | Sep 2024 |
|
| Kesler, Norman & Wride | 7.0k | $757k | -13% | Sep 2024 |
|
| RFG Advisory | 6.9k | $752k | 38% | Sep 2024 |
|
| IFP Advisors | 6.8k | $733k | 15% | Jun 2024 |
|
| U.S. Capital Wealth Advisors | 6.6k | $721k | -2% | Sep 2024 |
|
| Snowden Capital Advisors | 6.5k | $707k | -5% | Sep 2024 |
|
| Arete Wealth Advisors | 6.4k | $702k | 100% | Sep 2024 |
|
| Commonwealth Equity Services | 6.4k | $701k | -30% | Sep 2024 |
|
| Atomi Financial Group | 6.3k | $686k | 100% | Sep 2024 |
|
| Toroso Investments | 6.2k | $665k | 24% | Jun 2024 |
|
| CFS Investment Advisory Services | 6.0k | $652k | 0% | Sep 2024 |
|
| Lavaca Capital | 5.9k | $647k | 115% | Sep 2024 |
|
| Almanack Investment Partners | 5.7k | $623k | -35% | Sep 2024 |
|
| ETF Store | 5.5k | $603k | 3% | Sep 2024 |
|
| Wealthcare Advisory Partners | 5.2k | $566k | 100% | Sep 2024 |
|
| United Advisor Group | 5.1k | $555k | 4% | Sep 2024 |
|
| Kestra Advisory Services | 4.9k | $535k | 100% | Sep 2024 |
|
| Janney Montgomery Scott | 4.7k | $510k | -35% | Sep 2024 |
|
| Flow Traders US | 4.6k | $502k | -44% | Sep 2024 |
|
| Baker Boyer National Bank | 4.6k | $502k | 100% | Sep 2024 |
|
| Kestra Private Wealth Services | 4.3k | $466k | -63% | Sep 2024 |
|
| Creative Planning | 4.2k | $456k | -98% | Sep 2024 |
|
| Forum Financial Management | 3.8k | $411k | 0% | Sep 2024 |
|
| Thoroughbred Financial Services | 3.7k | $404k | 0% | Sep 2024 |
|
| Harbour Investments | 3.5k | $381k | 0% | Sep 2024 |
|
| Relyea Zuckerberg Hanson | 3.5k | $378k | 3% | Sep 2024 |
|
| Stratos Wealth Advisors | 3.4k | $371k | 46% | Sep 2024 |
|
| Sanctuary Advisors | 3.4k | $358k | 100% | Jun 2024 |
|
| MKT Advisors | 3.3k | $359k | 0% | Sep 2024 |
|
| Condor Capital Management | 3.2k | $353k | 1% | Sep 2024 |
|
| Aurum Wealth Management Group | 3.2k | $347k | 13% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 3.2k | $344k | 0% | Sep 2024 |
|
| Wedbush Morgan Securities | 3.1k | $341k | -9% | Sep 2024 |
|
| Moisand Fitzgerald Tamayo | 3.1k | $338k | 0% | Sep 2024 |
|
| Vontobel Holding | 3.0k | $327k | 0% | Sep 2024 |
|
| Greenwich Wealth Management | 3.0k | $325k | 100% | Sep 2024 |
|
| Strategic Financial Concepts | 2.9k | $311k | -100% | Sep 2024 |
|
| Straight Path Wealth Management | 2.8k | $306k | 17% | Sep 2024 |
|
| Goldman Sachs Group | 2.8k | $302k | 0% | Jun 2024 |
|
| Per Stirling Capital Management | 2.6k | $287k | 100% | Sep 2024 |
|
| SeaCrest Wealth Management | 2.6k | $283k | 0% | Sep 2024 |
|
| Peterson Wealth Advisors | 2.4k | $261k | 100% | Sep 2024 |
|
| Skyline Advisors | 2.4k | $258k | 100% | Sep 2024 |
|
| Stephens | 2.4k | $257k | 0% | Sep 2024 |
|
| Titleist Asset Management | 2.3k | $250k | 100% | Jun 2024 |
|
| Hummer Financial Advisory Services | 2.2k | $240k | 0% | Sep 2024 |
|
| Capital Investment Advisory Services | 2.2k | $234k | 0% | Sep 2024 |
|
| Oak Family Advisors | 2.1k | $228k | 0% | Sep 2024 |
|
| Beacon Pointe Advisors | 2.0k | $218k | 0% | Sep 2024 |
|
| Ridgecrest Wealth Partners | 2.0k | $212k | 100% | Sep 2024 |
|
| Sontag Advisory | 1.9k | $206k | 100% | Sep 2024 |
|
| Transcendent Capital Group | 1.7k | $185k | -74% | Sep 2024 |
|
| Brian McDonald | 1.5k | $163k | 100% | Sep 2024 |
|
| Voisard Asset Management Group | 1.5k | $160k | 100% | Sep 2024 |
|
| Castleview Partners | 935.00 | $102k | -99% | Sep 2024 |
|
Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dark Forest Capital Management | Jun 2024 | 54k | $5.8M |
| Innova Wealth Partners | Jun 2024 | 32k | $3.4M |
| Feltz Wealth PLAN | Jun 2024 | 30k | $3.2M |
| Ameritas Advisory Services | Jun 2024 | 22k | $2.4M |
| Two Sigma Securities | Mar 2024 | 9.3k | $993k |
| Colony | Jun 2024 | 4.9k | $533k |
| My Personal CFO | Jun 2024 | 3.6k | $387k |
| Heron Bay Capital Management | Jun 2024 | 3.4k | $371k |
| CI Private Wealth | Jun 2024 | 2.4k | $258k |
| Meridian Wealth Partners | Jun 2024 | 2.3k | $251k |
| Magnolia Wealth Management | Jun 2024 | 2.1k | $226k |
| Shore Point Advisors | Jun 2024 | 2.0k | $219k |