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 | 1.4M | $162M | 100% | Jun 2026 |
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| Empowered Funds | 923k | $108M | -4% | Jun 2026 |
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| Rockefeller Capital Management | 695k | $81M | 16% | Jun 2026 |
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| Cambridge Investment Research Advisors | 571k | $67M | 24% | Jun 2026 |
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| True Wealth Design | 486k | $57M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 456k | $53M | 61% | Jun 2026 |
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| HighTower Advisors | 393k | $46M | 5% | Jun 2026 |
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| Pennington Partners & Co | 357k | $42M | -17% | Jun 2026 |
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| ADAR1 Capital Management | 337k | $40M | 0% | Jun 2026 |
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| Insight Advisors, LLC/ PA | 325k | $38M | -4% | Jun 2026 |
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| Jpmorgan Chase & Co | 307k | $36M | 100% | Jun 2026 |
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| Opus Capital Group | 306k | $36M | 8% | Jun 2026 |
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| Mml Investors Services | 297k | $35M | 60% | Jun 2026 |
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| Whitcomb & Hess | 273k | $32M | -3% | Jun 2026 |
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| Mercer Global Advisors | 266k | $31M | 9727% | Jun 2026 |
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| KC Investment Advisors | 249k | $29M | 85% | Jun 2026 |
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| AQR Capital Management | 245k | $29M | 133% | Jun 2026 |
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| Bravias Capital Group | 230k | $27M | 3% | Jun 2026 |
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| Amplius Wealth Advisors | 228k | $27M | 7% | Jun 2026 |
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| Kalehua Capital Management | 226k | $27M | 4% | Jun 2026 |
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| Ethos Financial Group | 222k | $26M | -45% | Jun 2026 |
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| Titleist Asset Management | 206k | $24M | 0% | Jun 2026 |
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| CWM | 196k | $23M | -13% | Mar 2026 |
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| Avondale Wealth Management | 195k | $23M | 207% | Jun 2026 |
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| Compass Ion Advisors | 186k | $22M | -12% | Jun 2026 |
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| Castellan Group | 175k | $21M | -1% | Jun 2026 |
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| Peterson Wealth Advisors | 168k | $20M | 1% | Jun 2026 |
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| Sunbelt Securities | 165k | $19M | -4% | Mar 2026 |
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| Investment Planning Advisors | 161k | $19M | 100% | Jun 2026 |
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| Client First Investment Management | 154k | $18M | -62% | Jun 2026 |
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| Summit Wealth & Retirement Planning | 154k | $18M | 5% | Jun 2026 |
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| Tortoise Investment Management | 152k | $18M | 5% | Jun 2026 |
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| Optimus Capital Advisors | 151k | $18M | 7% | Jun 2026 |
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| Commerce Advisors | 149k | $17M | 51% | Jun 2026 |
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| Spahn Wealth & Retirement | 143k | $17M | 100% | Jun 2026 |
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| Well Done | 142k | $17M | 17% | Jun 2026 |
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| Stratos Wealth Advisors | 139k | $16M | 43% | Jun 2026 |
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| Old Mission Capital | 138k | $16M | 126% | Jun 2026 |
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| Allen Capital Group | 136k | $16M | 3% | Jun 2026 |
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| Stillwater Private Wealth | 124k | $15M | 2% | Jun 2026 |
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| Gradient Investments | 117k | $14M | 30% | Jun 2026 |
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| Altiora Financial Group | 114k | $13M | 20% | Jun 2026 |
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| Farther Finance Advisors | 106k | $12M | -7% | Jun 2026 |
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| Teamwork Financial Advisors | 106k | $12M | 23% | Jun 2026 |
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| Quantinno Capital Management | 104k | $12M | -7% | Jun 2026 |
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| Colony | 101k | $12M | 555% | Jun 2026 |
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| Mutual Advisors | 101k | $12M | 17% | Jun 2026 |
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| Kathmere Capital Management | 100k | $12M | -47% | Jun 2026 |
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| WealthPlan Investment Management | 100k | $12M | -9% | Jun 2026 |
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| IHT Wealth Management | 99k | $12M | -4% | Jun 2026 |
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| Arete Wealth Advisors | 98k | $12M | -19% | Jun 2026 |
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| Fischer Investment Strategies | 98k | $11M | 10% | Jun 2026 |
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| Kingsview Wealth Management | 96k | $11M | 0% | Mar 2026 |
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| Longview Financial Advisors | 95k | $11M | 17% | Jun 2026 |
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| Innova Wealth Partners | 91k | $11M | 12% | Jun 2026 |
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| Aptus Capital Advisors | 86k | $10M | 12% | Jun 2026 |
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| Marex Group | 85k | $10M | 635% | Jun 2026 |
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| Weaver Consulting Group | 85k | $9.9M | -11% | Jun 2026 |
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| Beacon Financial | 84k | $9.8M | 21% | Jun 2026 |
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| Almanack Investment Partners | 83k | $9.7M | 559% | Jun 2026 |
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| Bluefin Capital Management | 80k | $9.4M | -11% | Jun 2026 |
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| Aspect Partners | 79k | $9.3M | -32% | Jun 2026 |
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| Delap Wealth Advisory | 76k | $8.9M | 15% | Jun 2026 |
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| Ferguson Shapiro | 75k | $8.8M | -11% | Jun 2026 |
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| Stokes Family Office | 74k | $8.6M | -18% | Jun 2026 |
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| Nwam | 72k | $8.3M | 0% | Mar 2026 |
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| Able Wealth Management | 71k | $8.3M | -8% | Jun 2026 |
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| Flatrock Wealth Partners | 69k | $8.1M | 9% | Jun 2026 |
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| Norris Financial Group | 69k | $8.0M | 8% | Jun 2026 |
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| Commonwealth Financial Services | 67k | $7.8M | 80% | Jun 2026 |
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| Pallas Capital Advisors | 67k | $7.8M | 35% | Jun 2026 |
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| West Michigan Advisors | 66k | $7.7M | 53% | Jun 2026 |
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| Integrated Wealth Concepts | 66k | $7.7M | 50% | Jun 2026 |
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| Quinn Opportunity Partners | 66k | $7.7M | 100% | Jun 2026 |
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| OceanIQ Capital | 65k | $7.7M | 100% | Jun 2026 |
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| Epacria Capital Partners | 64k | $7.5M | 8% | Jun 2026 |
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| Citadel Advisors | 64k | $7.5M | 100% | Jun 2026 |
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| Black Swift Group | 64k | $7.5M | 69% | Jun 2026 |
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| Envestnet Asset Management | 61k | $7.2M | 21% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 61k | $7.2M | 4% | Jun 2026 |
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| Invst | 61k | $7.2M | 55% | Jun 2026 |
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| Elevatus Welath Management | 60k | $7.1M | 100% | Jun 2026 |
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| Seed Wealth Management | 60k | $7.0M | 25% | Jun 2026 |
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| Commonwealth Equity Services | 59k | $7.0M | -10% | Jun 2026 |
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| Apeiron RIA | 58k | $6.8M | -1% | Jun 2026 |
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| Madison Wealth Partners | 58k | $6.7M | 48% | Jun 2026 |
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| Quarry Hill Advisors | 57k | $6.7M | 6% | Jun 2026 |
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| D.A. Davidson & Co. | 57k | $6.7M | -5% | Jun 2026 |
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| Janney Montgomery Scott | 56k | $6.6M | 3% | Jun 2026 |
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| Kings Path Partners | 56k | $6.5M | 11% | Jun 2026 |
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| Belpointe Asset Management | 55k | $6.4M | -1% | Jun 2026 |
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| LifeGoal Wealth Advisors | 54k | $6.3M | 15% | Jun 2026 |
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| Childress Capital Advisors | 54k | $6.3M | 2% | Jun 2026 |
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| Brookstone Capital Management | 54k | $6.3M | 3% | Jun 2026 |
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| Accurate Wealth Management | 54k | $6.3M | 167% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 53k | $6.2M | 4% | Jun 2026 |
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| Astra Wealth Partners | 53k | $6.2M | 3% | Jun 2026 |
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| Vise Technologies | 53k | $6.2M | 92% | Jun 2026 |
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| Stifel Financial | 53k | $6.2M | 221% | Jun 2026 |
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| Thrivent Financial for Lutherans | 53k | $6.1M | 25% | Jun 2026 |
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| Advisor Group Holdings | 51k | $6.0M | 21% | Jun 2026 |
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| Mather Group | 50k | $5.9M | -29% | Jun 2026 |
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| ATLas Financial Planning | 50k | $5.8M | 12% | Jun 2026 |
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| Fortress Private Ledger | 50k | $5.8M | 29% | Jun 2026 |
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| Enzi Wealth | 49k | $5.8M | 16% | Jun 2026 |
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| TopTier Wealth Management | 47k | $5.5M | 4% | Jun 2026 |
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| Beacon Pointe Advisors | 47k | $5.5M | 6% | Jun 2026 |
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| Ameritas Advisory Services | 47k | $5.5M | 100% | Jun 2026 |
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| Pensionmark Financial Group | 45k | $5.3M | 0% | Jun 2026 |
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| Us Bancorp | 43k | $5.1M | 100% | Jun 2026 |
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| RHS Financial | 43k | $5.1M | -7% | Jun 2026 |
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| Wealth Management Nebraska | 42k | $4.9M | 22% | Jun 2026 |
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| Kestra Advisory Services | 42k | $4.9M | 2% | Jun 2026 |
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| Chicago Partners Investment | 41k | $4.8M | 100% | Jun 2026 |
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| Pearl Planning | 39k | $4.6M | -22% | Jun 2026 |
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| Tcfg Wealth Management | 38k | $4.4M | 1% | Mar 2026 |
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| Krueger & Catalano Capital Partners | 38k | $4.4M | 30% | Jun 2026 |
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| TCFG Investment Advisors | 37k | $4.3M | -3% | Jun 2026 |
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| Lifeworks Advisors | 36k | $4.2M | -4% | Mar 2026 |
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| Arcus Capital Partners | 36k | $4.2M | 73% | Jun 2026 |
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| Royal Bank of Canada | 35k | $4.1M | -33% | Jun 2026 |
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| Prospera Financial Services | 35k | $4.1M | 13% | Jun 2026 |
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| Empirical Finance | 34k | $4.0M | 68% | Jun 2026 |
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| SVRN Asset Management | 34k | $4.0M | 153% | Jun 2026 |
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| Triad Wealth Partners | 34k | $4.0M | 53% | Jun 2026 |
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| Captrust Financial Advisors | 34k | $4.0M | -13% | Jun 2026 |
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| Plan Group Financial | 34k | $3.9M | 90% | Jun 2026 |
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| Gotham Asset Management | 32k | $3.8M | 0% | Jun 2026 |
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| Main Street Group | 32k | $3.8M | -2% | Jun 2026 |
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| Rossby Financial, LCC | 32k | $3.8M | 31% | Jun 2026 |
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| BWM Planning | 32k | $3.7M | 3% | Jun 2026 |
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| Valley Financial Group | 31k | $3.6M | 9% | Jun 2026 |
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| Greenwich Wealth Management | 30k | $3.6M | 0% | Jun 2026 |
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| Altium Investment Strategies | 30k | $3.5M | 61% | Jun 2026 |
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| Friedenthal Financial | 29k | $3.4M | 16% | Jun 2026 |
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| SFI Advisors | 29k | $3.4M | 58% | Jun 2026 |
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| GK Wealth Management | 28k | $3.3M | 100% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 28k | $3.2M | 189% | Jun 2026 |
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| Creative Financial Designs | 28k | $3.2M | 100% | Jun 2026 |
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| Perigon Wealth Management | 26k | $3.1M | 24% | Jun 2026 |
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| Revolve Wealth Partners | 26k | $3.1M | 5% | Jun 2026 |
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| LPL Financial | 26k | $3.0M | 45% | Jun 2026 |
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| Waterloo Capital | 26k | $3.0M | -3% | Jun 2026 |
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| BlackDiamond Wealth Management | 24k | $2.8M | -4% | Jun 2026 |
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| Stapp Wealth Management, P | 24k | $2.8M | 100% | Jun 2026 |
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| MAI Wealth Advisors | 24k | $2.8M | 100% | Jun 2026 |
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| Dynamic Advisors Solutions | 23k | $2.7M | 6% | Jun 2026 |
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| Hershey Financial Advisers | 23k | $2.6M | -1% | Jun 2026 |
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| Resolute Capital | 22k | $2.6M | 57% | Jun 2026 |
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| Focus Financial Network | 22k | $2.6M | 4% | Jun 2026 |
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| Elevated Financial Group | 22k | $2.5M | -7% | Jun 2026 |
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| Kestra Private Wealth Services | 21k | $2.5M | -67% | Jun 2026 |
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| BXM Wealth | 21k | $2.5M | -26% | Jun 2026 |
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| Sherman Wealth Management | 21k | $2.4M | -23% | Jun 2026 |
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| HB Wealth Management | 20k | $2.3M | -22% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 19k | $2.2M | -41% | Mar 2026 |
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| Buckingham Strategic Partners | 15k | $1.7M | -58% | Jun 2026 |
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| Encompass More Asset Management | 13k | $1.6M | -79% | Jun 2026 |
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| Transcendent Capital Group | 10k | $1.2M | -83% | Jun 2026 |
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| Wedmont Private Capital | 8.6k | $1.0M | -63% | Jun 2026 |
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| Private Advisory | 5.5k | $644k | -92% | Jun 2026 |
|
| Ashton Thomas Private Wealth | 3.3k | $383k | -99% | Jun 2026 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Aviso Financial | Mar 2026 | 222k | $26M |
| Cynosure Management | Mar 2026 | 222k | $26M |
| Private Advisor | Mar 2026 | 157k | $18M |
| AdvisorShares Investments | Mar 2026 | 70k | $8.1M |
| Horizon Kinetics Asset Management | Mar 2026 | 48k | $5.5M |