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
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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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 1.8M | $201M | 5% | Sep 2025 |
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| Rockefeller Capital Management | 605k | $69M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 485k | $55M | 2% | Sep 2025 |
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| True Wealth Design | 459k | $52M | 24% | Sep 2025 |
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| ADAR1 Capital Management | 337k | $38M | 0% | Sep 2025 |
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| Insight Advisors, LLC/ PA | 317k | $36M | -3% | Sep 2025 |
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| Mariner Wealth Advisors | 317k | $36M | 63% | Sep 2025 |
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| Ethos Financial Group | 305k | $35M | 12% | Sep 2025 |
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| HighTower Advisors | 257k | $29M | 383% | Sep 2025 |
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| CWM | 242k | $28M | 8% | Sep 2025 |
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| Pennington Partners & Co | 239k | $27M | -1% | Sep 2025 |
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| Kathmere Capital Management | 237k | $27M | 292% | Sep 2025 |
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| Bravias Capital Group | 234k | $27M | -10% | Sep 2025 |
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| Whitcomb & Hess | 228k | $26M | 7% | Sep 2025 |
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| Empowered Funds | 216k | $25M | -50% | Sep 2025 |
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| Compass Ion Advisors | 208k | $24M | -8% | Sep 2025 |
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| Titleist Asset Management | 207k | $24M | 0% | Sep 2025 |
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| Opus Capital Group | 199k | $23M | 9% | Sep 2025 |
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| Sunbelt Securities | 184k | $21M | 213% | Sep 2025 |
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| Amplius Wealth Advisors | 178k | $20M | 4% | Sep 2025 |
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| Client First Investment Management | 164k | $19M | -31% | Sep 2025 |
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| Peterson Wealth Advisors | 139k | $16M | 935% | Sep 2025 |
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| Summit Wealth & Retirement Planning | 138k | $16M | 2% | Sep 2025 |
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| Tortoise Investment Management | 137k | $16M | -2% | Sep 2025 |
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| Mml Investors Services | 121k | $14M | 86% | Sep 2025 |
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| Stokes Family Office | 113k | $13M | 10% | Sep 2025 |
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| Arete Wealth Advisors | 111k | $13M | 5% | Sep 2025 |
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| Aspect Partners | 102k | $12M | 7% | Sep 2025 |
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| Private Advisor | 101k | $12M | 172% | Sep 2025 |
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| Ferguson Shapiro | 101k | $12M | 21% | Sep 2025 |
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| KC Investment Advisors | 100k | $11M | 20% | Sep 2025 |
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| Integrated Wealth Concepts | 96k | $11M | 92% | Sep 2025 |
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| IHT Wealth Management | 94k | $11M | 3% | Sep 2025 |
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| Mutual Advisors | 90k | $10M | 43% | Sep 2025 |
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| Allen Capital Group | 89k | $10M | 26% | Sep 2025 |
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| Fischer Investment Strategies | 83k | $9.4M | 7% | Sep 2025 |
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| Acas | 80k | $9.0M | 17% | Jun 2025 |
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| Weaver Consulting Group | 80k | $9.1M | -3% | Sep 2025 |
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| Avondale Wealth Management | 77k | $8.8M | 34% | Sep 2025 |
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| Kingsview Wealth Management | 73k | $8.4M | 11% | Sep 2025 |
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| Nwam | 72k | $8.2M | 2% | Sep 2025 |
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| AQR Capital Management | 71k | $8.0M | 13% | Sep 2025 |
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| Innova Wealth Partners | 70k | $8.0M | 5% | Sep 2025 |
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| Longview Financial Advisors | 69k | $7.8M | 673% | Sep 2025 |
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| Napa Wealth Management | 68k | $7.7M | 20% | Sep 2025 |
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| Envestnet Asset Management | 59k | $6.7M | 138% | Sep 2025 |
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| Epacria Capital Partners | 58k | $6.6M | 1% | Sep 2025 |
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| Black Swift Group | 57k | $6.5M | 53% | Sep 2025 |
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| D.A. Davidson & Co. | 56k | $6.4M | -3% | Sep 2025 |
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| Commonwealth Equity Services | 55k | $6.3M | -6% | Sep 2025 |
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| Branch Banking & Trust Company | 53k | $6.1M | 8% | Sep 2025 |
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| Janney Montgomery Scott | 51k | $5.8M | 18% | Sep 2025 |
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| Advisor Group Holdings | 49k | $5.6M | 8% | Sep 2025 |
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| Gradient Investments | 49k | $5.6M | 52% | Sep 2025 |
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| Brookstone Capital Management | 48k | $5.4M | 14% | Sep 2025 |
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| Pensionmark Financial Group | 47k | $5.3M | -3% | Sep 2025 |
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| Commonwealth Financial Services | 46k | $5.2M | 63% | Sep 2025 |
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| Aptus Capital Advisors | 45k | $5.1M | 100% | Sep 2025 |
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| Quarry Hill Advisors | 44k | $5.0M | -2% | Sep 2025 |
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| Lifeworks Advisors | 43k | $4.9M | -53% | Sep 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 43k | $4.9M | 100% | Sep 2025 |
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| GoalVest Advisory | 43k | $4.8M | -2% | Sep 2025 |
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| IronOak Wealth | 40k | $4.5M | 100% | Jun 2025 |
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| WealthPlan Investment Management | 40k | $4.5M | -12% | Sep 2025 |
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| Hershey Financial Advisers | 39k | $4.5M | 1% | Sep 2025 |
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| Invst | 39k | $4.4M | -32% | Jun 2025 |
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| Tcfg Wealth Management | 39k | $4.4M | -5% | Sep 2025 |
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| Moser Wealth Advisors | 38k | $4.3M | 37% | Jun 2025 |
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| HB Wealth Management | 36k | $4.1M | 100% | Sep 2025 |
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| Beacon Financial | 35k | $4.0M | 3% | Sep 2025 |
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| RHS Financial | 35k | $3.9M | -2% | Sep 2025 |
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| Seed Wealth Management | 34k | $3.9M | 0% | Sep 2025 |
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| Ameritas Advisory Services | 34k | $3.8M | 2370% | Sep 2025 |
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| BlackDiamond Wealth Management | 33k | $3.7M | 73% | Sep 2025 |
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| Fortress Private Ledger | 32k | $3.7M | 100% | Sep 2025 |
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| Prospera Financial Services | 32k | $3.6M | 4% | Sep 2025 |
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| Enzi Wealth | 31k | $3.5M | 77% | Sep 2025 |
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| Madison Wealth Partners | 31k | $3.5M | 41% | Sep 2025 |
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| Astra Wealth Partners | 31k | $3.5M | 18% | Sep 2025 |
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| BWM Planning | 31k | $3.5M | -3% | Sep 2025 |
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| Kestra Advisory Services | 30k | $3.5M | 62% | Sep 2025 |
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| Wolverine Trading | 29k | $3.3M | 327% | Sep 2025 |
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| Wealth Management Nebraska | 28k | $3.2M | 5% | Sep 2025 |
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| GK Wealth Management | 28k | $3.2M | 30% | Sep 2025 |
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| Main Street Group | 27k | $3.1M | 100% | Sep 2025 |
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| Focus Financial Network | 26k | $2.9M | 17% | Sep 2025 |
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| Journey Advisory Group | 24k | $2.8M | -55% | Sep 2025 |
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| Atria Investments | 24k | $2.7M | 0% | Sep 2025 |
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| Greenwich Wealth Management | 24k | $2.7M | 539% | Sep 2025 |
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| Dynamic Advisors Solutions | 24k | $2.7M | -13% | Sep 2025 |
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| Thrivent Financial for Lutherans | 23k | $2.7M | 352% | Sep 2025 |
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| Royal Bank of Canada | 23k | $2.6M | 16% | Sep 2025 |
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| LPL Financial | 23k | $2.6M | 15% | Sep 2025 |
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| Hill Investment Group Partners | 23k | $2.6M | -8% | Sep 2025 |
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| Pallas Capital Advisors | 22k | $2.5M | 11% | Sep 2025 |
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| Able Wealth Management | 22k | $2.5M | 39% | Sep 2025 |
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| Sontag Advisory | 22k | $2.5M | 43% | Sep 2025 |
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| Well Done | 21k | $2.4M | 22% | Sep 2025 |
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| Stifel Financial | 21k | $2.3M | -2% | Sep 2025 |
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| Empirical Finance | 20k | $2.3M | 1% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 20k | $2.3M | 538% | Sep 2025 |
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| Farther Finance Advisors | 20k | $2.3M | 22% | Sep 2025 |
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| Krueger & Catalano Capital Partners | 19k | $2.2M | 12% | Sep 2025 |
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| Apeiron RIA | 18k | $2.1M | 7% | Sep 2025 |
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| Us Bancorp | 18k | $2.0M | 0% | Sep 2025 |
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| Quantinno Capital Management | 18k | $2.0M | 100% | Sep 2025 |
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| Sippican Capital Adivsors | 18k | $2.0M | 453% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 18k | $2.0M | 6% | Sep 2025 |
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| Belpointe Asset Management | 17k | $1.9M | -27% | Sep 2025 |
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| Triad Wealth Partners | 17k | $1.9M | 24% | Sep 2025 |
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| Colony | 17k | $1.9M | 35% | Sep 2025 |
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| TD Waterhouse Canada | 17k | $1.9M | 3% | Sep 2025 |
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| Kestra Private Wealth Services | 17k | $1.9M | 41% | Sep 2025 |
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| Wealthcare Advisory Partners | 16k | $1.9M | 20% | Sep 2025 |
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| Journey Strategic Wealth | 16k | $1.8M | -8% | Sep 2025 |
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| Integrity Investment Advisors | 15k | $1.7M | 29% | Sep 2025 |
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| We Are One Seven | 15k | $1.7M | -27% | Sep 2025 |
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| Cambria Investment Management | 14k | $1.6M | -25% | Sep 2025 |
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| Valley Financial Group | 14k | $1.5M | -9% | Sep 2025 |
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| Childress Capital Advisors | 14k | $1.5M | 42% | Sep 2025 |
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| Frazier Financial Advisors | 14k | $1.5M | 0% | Sep 2025 |
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| Advisory Services Network | 13k | $1.5M | -1% | Sep 2025 |
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| Beck Capital Management | 13k | $1.5M | -5% | Sep 2025 |
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| Gentry Private Wealth | 13k | $1.5M | 1% | Sep 2025 |
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| SFI Advisors | 13k | $1.5M | 234% | Sep 2025 |
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| Swan Wealth Advisors | 13k | $1.4M | 21% | Sep 2025 |
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| Captrust Financial Advisors | 12k | $1.4M | -60% | Sep 2025 |
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| Seeds Investor | 12k | $1.4M | 264% | Sep 2025 |
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| Brighton Jones | 12k | $1.4M | 0% | Sep 2025 |
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| ETF Store | 12k | $1.4M | 9% | Sep 2025 |
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| Morse Asset Management | 12k | $1.4M | 0% | Sep 2025 |
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| Smart Money Group | 11k | $1.3M | -3% | Sep 2025 |
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| RIA Advisory Group | 11k | $1.2M | 100% | Sep 2025 |
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| United Advisor Group | 11k | $1.2M | 21% | Sep 2025 |
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| Landing Point Financial Group | 11k | $1.2M | 100% | Sep 2025 |
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| Transcendent Capital Group | 10k | $1.2M | -1% | Sep 2025 |
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| Magnolia Capital Advisors | 10k | $1.2M | 95% | Sep 2025 |
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| DCF Advisers | 10k | $1.1M | 0% | Sep 2025 |
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| Continuum Wealth Advisors | 9.6k | $1.1M | 1% | Sep 2025 |
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| Stephens | 9.6k | $1.1M | 2% | Sep 2025 |
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| Busey Trust Company | 9.6k | $1.1M | 0% | Sep 2025 |
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| Root Financial Partners | 9.3k | $1.1M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 9.3k | $1.1M | 89% | Sep 2025 |
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| RFG Advisory | 9.3k | $1.1M | -7% | Sep 2025 |
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| Citizens Financial Group | 9.1k | $1.0M | 100% | Sep 2025 |
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| Lgl Partners | 9.0k | $1.0M | 0% | Sep 2025 |
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| Schiavi & Co | 9.0k | $1.0M | 0% | Sep 2025 |
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| Magnolia Private Wealth | 9.0k | $1.0M | 1% | Sep 2025 |
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| Almanack Investment Partners | 8.9k | $1.0M | -94% | Sep 2025 |
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| Thoroughbred Financial Services | 8.9k | $1.0M | -11% | Sep 2025 |
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| Castellan Group | 8.5k | $968k | -81% | Sep 2025 |
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| Canvas Wealth Advisors | 8.1k | $923k | -10% | Sep 2025 |
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| Optivise Advisory Services | 6.5k | $735k | -80% | Sep 2025 |
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| Torno Capital | 5.7k | $647k | -67% | Sep 2025 |
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| Massey, Quick & Co | 4.9k | $553k | -57% | Sep 2025 |
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| Citadel Advisors | 4.8k | $547k | -48% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 4.6k | $524k | -63% | Sep 2025 |
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| One + One Wealth Management | 2.9k | $333k | -73% | Sep 2025 |
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| Private Advisory | 2.2k | $255k | -93% | Sep 2025 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IFG Advisors | Jun 2025 | 66k | $7.4M |
| Stephens Consulting | Jun 2025 | 40k | $4.6M |
| Creative Planning | Jun 2025 | 22k | $2.5M |
| Mercer Global Advisors | Jun 2025 | 9.9k | $1.1M |
| Integrated Advisors Network | Jun 2025 | 9.0k | $1.0M |