Who owns EA SERIES TRUST?
- Ticker: BOXX
- CUSIP Number: 02072l565
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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 | 2.4M | $279M | 37% | Dec 2025 |
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| Rockefeller Capital Management | 606k | $70M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 501k | $58M | 3% | Dec 2025 |
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| True Wealth Design | 476k | $55M | 4% | Dec 2025 |
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| Pennington Partners & Co | 409k | $47M | 71% | Dec 2025 |
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| Mariner Wealth Advisors | 384k | $44M | 21% | Dec 2025 |
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| HighTower Advisors | 341k | $39M | 33% | Dec 2025 |
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| ADAR1 Capital Management | 337k | $39M | 0% | Dec 2025 |
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| Ethos Financial Group | 318k | $37M | 4% | Dec 2025 |
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| Insight Advisors, LLC/ PA | 318k | $37M | 0% | Dec 2025 |
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| Cynosure Management | 308k | $35M | 100% | Dec 2025 |
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| BXM Wealth | 295k | $3.2M | 3832% | Dec 2025 |
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| Empowered Funds | 292k | $34M | 35% | Dec 2025 |
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| Opus Capital Group | 266k | $31M | 33% | Dec 2025 |
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| Whitcomb & Hess | 252k | $29M | 11% | Dec 2025 |
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| Bravias Capital Group | 230k | $26M | -2% | Dec 2025 |
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| CWM | 225k | $26M | -7% | Dec 2025 |
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| Compass Ion Advisors | 207k | $24M | 0% | Dec 2025 |
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| Titleist Asset Management | 207k | $24M | 0% | Dec 2025 |
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| Amplius Wealth Advisors | 192k | $22M | 8% | Dec 2025 |
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| Kathmere Capital Management | 185k | $21M | -22% | Dec 2025 |
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| Jain Global | 182k | $21M | 100% | Dec 2025 |
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| Sunbelt Securities | 172k | $20M | -7% | Dec 2025 |
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| Summit Wealth & Retirement Planning | 145k | $17M | 5% | Dec 2025 |
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| Peterson Wealth Advisors | 142k | $16M | 2% | Dec 2025 |
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| Mml Investors Services | 141k | $16M | 16% | Dec 2025 |
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| Client First Investment Management | 140k | $16M | -15% | Dec 2025 |
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| KC Investment Advisors | 128k | $15M | 27% | Dec 2025 |
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| Tortoise Investment Management | 125k | $14M | -8% | Dec 2025 |
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| IHT Wealth Management | 115k | $13M | 22% | Dec 2025 |
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| Farther Finance Advisors | 110k | $13M | 447% | Dec 2025 |
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| Arete Wealth Advisors | 108k | $12M | -2% | Dec 2025 |
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| Stokes Family Office | 108k | $12M | -5% | Dec 2025 |
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| Private Advisory | 107k | $12M | 4679% | Dec 2025 |
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| Allen Capital Group | 104k | $12M | 16% | Dec 2025 |
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| Aspect Partners | 103k | $12M | 2% | Dec 2025 |
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| Kingsview Wealth Management | 97k | $11M | 32% | Dec 2025 |
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| Castellan Group | 96k | $11M | 1030% | Dec 2025 |
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| Ferguson Shapiro | 88k | $10M | -13% | Dec 2025 |
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| Mutual Advisors | 85k | $9.8M | -5% | Dec 2025 |
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| Private Advisor | 83k | $9.5M | -18% | Dec 2025 |
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| Teamwork Financial Advisors | 78k | $8.9M | 3182% | Dec 2025 |
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| Longview Financial Advisors | 75k | $8.6M | 9% | Dec 2025 |
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| Commonwealth Equity Services | 73k | $8.4M | 33% | Dec 2025 |
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| Nwam | 72k | $8.3M | 0% | Dec 2025 |
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| AQR Capital Management | 71k | $8.0M | 13% | Sep 2025 |
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| Avondale Wealth Management | 70k | $8.0M | -10% | Dec 2025 |
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| Gradient Investments | 69k | $8.0M | 42% | Dec 2025 |
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| Innova Wealth Partners | 69k | $7.9M | -3% | Dec 2025 |
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| Weaver Consulting Group | 68k | $7.8M | -15% | Dec 2025 |
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| Napa Wealth Management | 68k | $7.7M | 20% | Sep 2025 |
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| Aptus Capital Advisors | 65k | $7.5M | 46% | Dec 2025 |
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| Envestnet Asset Management | 65k | $7.5M | 12% | Dec 2025 |
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| Black Swift Group | 60k | $6.9M | 5% | Dec 2025 |
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| D.A. Davidson & Co. | 60k | $6.9M | 7% | Dec 2025 |
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| Altiora Financial Group | 58k | $6.6M | 100% | Dec 2025 |
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| Epacria Capital Partners | 58k | $6.6M | 0% | Dec 2025 |
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| Fortress Private Ledger | 56k | $6.5M | 73% | Dec 2025 |
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| Janney Montgomery Scott | 54k | $6.2M | 6% | Dec 2025 |
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| Brookstone Capital Management | 52k | $6.0M | 10% | Dec 2025 |
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| Astra Wealth Partners | 52k | $6.0M | 69% | Dec 2025 |
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| Quarry Hill Advisors | 51k | $5.8M | 15% | Dec 2025 |
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| Captrust Financial Advisors | 49k | $5.6M | 293% | Dec 2025 |
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| Branch Banking & Trust Company | 48k | $5.5M | -10% | Dec 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 48k | $5.5M | 12% | Dec 2025 |
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| Beacon Pointe Advisors | 46k | $5.3M | 1436% | Dec 2025 |
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| Apeiron RIA | 46k | $5.3M | 153% | Dec 2025 |
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| Fischer Investment Strategies | 46k | $5.2M | -45% | Dec 2025 |
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| Pensionmark Financial Group | 44k | $5.1M | -4% | Dec 2025 |
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| Transcendent Capital Group | 44k | $5.0M | 322% | Dec 2025 |
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| Able Wealth Management | 44k | $5.0M | 99% | Dec 2025 |
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| Moisand Fitzgerald Tamayo | 43k | $4.9M | 109% | Dec 2025 |
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| RHS Financial | 41k | $4.7M | 19% | Dec 2025 |
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| WealthPlan Investment Management | 40k | $4.6M | 1% | Dec 2025 |
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| Main Street Group | 40k | $4.6M | 47% | Dec 2025 |
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| Integrated Wealth Concepts | 40k | $4.6M | -59% | Dec 2025 |
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| Invst | 39k | $4.5M | 16% | Dec 2025 |
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| Sippican Capital Adivsors | 39k | $4.4M | 119% | Dec 2025 |
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| Commonwealth Financial Services | 38k | $4.4M | -17% | Dec 2025 |
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| Lifeworks Advisors | 38k | $4.4M | -12% | Dec 2025 |
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| Thrivent Financial for Lutherans | 38k | $4.4M | 63% | Dec 2025 |
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| Hershey Financial Advisers | 38k | $4.4M | -3% | Dec 2025 |
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| Tcfg Wealth Management | 38k | $4.3M | -3% | Dec 2025 |
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| Triad Wealth Partners | 37k | $4.2M | 119% | Dec 2025 |
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| Seed Wealth Management | 37k | $4.2M | 7% | Dec 2025 |
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| Madison Wealth Partners | 36k | $4.1M | 16% | Dec 2025 |
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| Enzi Wealth | 35k | $4.0M | 12% | Dec 2025 |
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| Beacon Financial | 35k | $4.0M | 3% | Sep 2025 |
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| Kestra Advisory Services | 35k | $4.0M | 14% | Dec 2025 |
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| Advisor Group Holdings | 34k | $4.0M | -30% | Dec 2025 |
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| Atria Investments | 34k | $3.9M | 40% | Dec 2025 |
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| Childress Capital Advisors | 33k | $3.8M | 143% | Dec 2025 |
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| Kestra Private Wealth Services | 33k | $3.8M | 98% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 32k | $3.7M | 81% | Dec 2025 |
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| Hill Investment Group Partners | 31k | $3.6M | 39% | Dec 2025 |
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| Prospera Financial Services | 31k | $3.6M | -1% | Dec 2025 |
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| Quantinno Capital Management | 31k | $3.5M | 74% | Dec 2025 |
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| BWM Planning | 31k | $3.5M | 0% | Dec 2025 |
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| Wealth Management Nebraska | 30k | $3.5M | 7% | Dec 2025 |
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| Wolverine Trading | 29k | $3.3M | 327% | Sep 2025 |
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| GK Wealth Management | 28k | $3.2M | -1% | Dec 2025 |
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| Vise Technologies | 28k | $3.2M | 423% | Dec 2025 |
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| Well Done | 27k | $3.2M | 30% | Dec 2025 |
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| Belpointe Asset Management | 27k | $3.1M | 62% | Dec 2025 |
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| HB Wealth Management | 27k | $3.1M | -24% | Dec 2025 |
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| BlackDiamond Wealth Management | 26k | $3.0M | -19% | Dec 2025 |
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| Stifel Financial | 26k | $3.0M | 25% | Dec 2025 |
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| Ieq Capital | 26k | $2.9M | 100% | Dec 2025 |
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| Focus Financial Network | 26k | $2.9M | 0% | Dec 2025 |
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| Journey Advisory Group | 23k | $2.7M | -4% | Dec 2025 |
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| Royal Bank of Canada | 23k | $2.6M | 16% | Sep 2025 |
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| Coldstream Capital Management | 23k | $2.7M | 100% | Dec 2025 |
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| Dynamic Advisors Solutions | 23k | $2.6M | -2% | Dec 2025 |
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| LifeGoal Wealth Advisors | 22k | $2.5M | 522% | Dec 2025 |
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| Schiavi & Co | 19k | $2.2M | 115% | Dec 2025 |
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| Pallas Capital Advisors | 19k | $2.2M | -12% | Dec 2025 |
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| Krueger & Catalano Capital Partners | 19k | $2.2M | 0% | Dec 2025 |
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| Wealthcare Advisory Partners | 19k | $2.2M | 16% | Dec 2025 |
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| We Are One Seven | 19k | $2.1M | 26% | Dec 2025 |
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| Elevated Financial Group | 18k | $2.1M | 100% | Dec 2025 |
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| Friedenthal Financial | 18k | $2.1M | 100% | Dec 2025 |
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| TD Waterhouse Canada | 18k | $2.1M | 9% | Dec 2025 |
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| Sontag Advisory | 18k | $2.1M | -17% | Dec 2025 |
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| LPL Financial | 18k | $2.1M | -23% | Dec 2025 |
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| Sowell Financial Services | 18k | $2.0M | 100% | Dec 2025 |
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| UBS Group | 17k | $2.0M | 100% | Dec 2025 |
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| Greenwich Wealth Management | 17k | $2.0M | -26% | Dec 2025 |
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| West Michigan Advisors | 17k | $2.0M | 161% | Dec 2025 |
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| Morse Asset Management | 17k | $2.0M | 42% | Dec 2025 |
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| Colony | 17k | $2.0M | 2% | Dec 2025 |
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| Sherman Wealth Management | 17k | $1.9M | 100% | Dec 2025 |
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| Resolute Capital | 16k | $1.8M | 100% | Dec 2025 |
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| Integrity Investment Advisors | 16k | $1.8M | 5% | Dec 2025 |
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| Moneta Group Investment Advisors | 15k | $1.7M | 100% | Dec 2025 |
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| Wedmont Private Capital | 15k | $1.7M | 322% | Dec 2025 |
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| Frazier Financial Advisors | 15k | $1.7M | 10% | Dec 2025 |
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| Robertson Stephens Wealth Management | 15k | $1.7M | 100% | Dec 2025 |
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| Cambria Investment Management | 14k | $1.7M | 1% | Dec 2025 |
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| Journey Strategic Wealth | 14k | $1.6M | -12% | Dec 2025 |
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| Red Crane Wealth Management | 14k | $1.6M | 104% | Dec 2025 |
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| Wedbush Morgan Securities | 13k | $1.5M | 96% | Dec 2025 |
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| SFI Advisors | 13k | $1.5M | 0% | Dec 2025 |
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| Valley Financial Group | 13k | $1.5M | -6% | Dec 2025 |
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| OneAscent Wealth Management | 13k | $1.5M | 439% | Dec 2025 |
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| Revisor Wealth Management | 13k | $1.4M | 111% | Dec 2025 |
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| Dynamic Financial Group | 12k | $1.4M | 100% | Dec 2025 |
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| ETF Store | 12k | $1.4M | -1% | Dec 2025 |
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| Magnolia Capital Advisors | 12k | $1.3M | 13% | Dec 2025 |
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| Smart Money Group | 11k | $1.3M | 0% | Dec 2025 |
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| Continuum Wealth Advisors | 11k | $1.3M | 15% | Dec 2025 |
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| Beck Capital Management | 11k | $1.3M | -17% | Dec 2025 |
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| Swan Wealth Advisors | 11k | $1.2M | -15% | Dec 2025 |
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| Seeds Investor | 11k | $1.2M | -13% | Dec 2025 |
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| GoalVest Advisory | 1.0k | $119k | -98% | Dec 2025 |
|
Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Sep 2025 | 34k | $3.8M |
| Empirical Finance | Sep 2025 | 20k | $2.3M |
| Us Bancorp | Sep 2025 | 18k | $2.0M |
| Advisory Services Network | Sep 2025 | 13k | $1.5M |
| Gentry Private Wealth | Sep 2025 | 13k | $1.5M |
| Brighton Jones | Sep 2025 | 12k | $1.4M |