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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management | 601k | $70M | -1% | Mar 2026 |
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| True Wealth Design | 497k | $58M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 459k | $53M | -8% | Mar 2026 |
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| Pennington Partners & Co | 409k | $47M | 71% | Dec 2025 |
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| Client First Investment Management | 407k | $47M | 191% | Mar 2026 |
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| Ethos Financial Group | 405k | $47M | 27% | Mar 2026 |
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| HighTower Advisors | 373k | $43M | 9% | Mar 2026 |
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| Insight Advisors, LLC/ PA | 338k | $39M | 6% | Mar 2026 |
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| ADAR1 Capital Management | 337k | $39M | 0% | Mar 2026 |
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| Ashton Thomas Private Wealth | 312k | $36M | 100% | Mar 2026 |
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| Empowered Funds | 292k | $34M | 35% | Dec 2025 |
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| Opus Capital Group | 284k | $33M | 7% | Mar 2026 |
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| Mariner Wealth Advisors | 283k | $33M | -26% | Mar 2026 |
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| Whitcomb & Hess | 281k | $33M | 11% | Mar 2026 |
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| CWM | 225k | $26M | -7% | Dec 2025 |
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| Bravias Capital Group | 223k | $26M | -3% | Mar 2026 |
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| Aviso Financial | 222k | $26M | 100% | Mar 2026 |
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| Cynosure Management | 222k | $26M | -28% | Mar 2026 |
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| Kalehua Capital Management | 218k | $25M | 100% | Mar 2026 |
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| Amplius Wealth Advisors | 212k | $25M | 11% | Mar 2026 |
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| Compass Ion Advisors | 211k | $25M | 2% | Mar 2026 |
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| Titleist Asset Management | 207k | $24M | 0% | Mar 2026 |
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| Kathmere Capital Management | 191k | $22M | 4% | Mar 2026 |
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| Mml Investors Services | 186k | $22M | 32% | Mar 2026 |
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| Castellan Group | 178k | $21M | 85% | Mar 2026 |
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| Peterson Wealth Advisors | 166k | $19M | 17% | Mar 2026 |
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| Sunbelt Securities | 165k | $19M | -4% | Mar 2026 |
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| Private Advisor | 157k | $18M | 90% | Mar 2026 |
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| Summit Wealth & Retirement Planning | 147k | $17M | 1% | Mar 2026 |
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| Tortoise Investment Management | 145k | $17M | 16% | Mar 2026 |
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| KC Investment Advisors | 134k | $16M | 5% | Mar 2026 |
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| Allen Capital Group | 132k | $15M | 27% | Mar 2026 |
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| Stillwater Private Wealth | 122k | $14M | 100% | Mar 2026 |
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| Well Done | 122k | $14M | 343% | Mar 2026 |
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| Arete Wealth Advisors | 122k | $14M | 12% | Mar 2026 |
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| Aspect Partners | 117k | $14M | 14% | Mar 2026 |
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| IHT Wealth Management | 115k | $13M | 22% | Dec 2025 |
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| Farther Finance Advisors | 114k | $13M | 4% | Mar 2026 |
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| Quantinno Capital Management | 112k | $13M | 262% | Mar 2026 |
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| WealthPlan Investment Management | 110k | $13M | 175% | Mar 2026 |
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| AQR Capital Management | 105k | $12M | 24% | Mar 2026 |
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| Commerce Advisors | 98k | $11M | 100% | Mar 2026 |
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| Stratos Wealth Advisors | 97k | $11M | 4119% | Mar 2026 |
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| Kingsview Wealth Management | 96k | $11M | 0% | Mar 2026 |
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| Weaver Consulting Group | 95k | $11M | 40% | Mar 2026 |
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| Altiora Financial Group | 95k | $11M | 65% | Mar 2026 |
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| Stokes Family Office | 90k | $11M | -16% | Mar 2026 |
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| Gradient Investments | 90k | $11M | 30% | Mar 2026 |
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| Fischer Investment Strategies | 89k | $10M | 95% | Mar 2026 |
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| Teamwork Financial Advisors | 86k | $10M | 11% | Mar 2026 |
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| Mutual Advisors | 86k | $10M | 1% | Mar 2026 |
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| Ferguson Shapiro | 84k | $9.8M | -5% | Mar 2026 |
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| Innova Wealth Partners | 81k | $9.4M | 18% | Mar 2026 |
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| Longview Financial Advisors | 81k | $9.4M | 8% | Mar 2026 |
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| Able Wealth Management | 78k | $9.0M | 79% | Mar 2026 |
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| Aptus Capital Advisors | 77k | $8.9M | 17% | Mar 2026 |
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| Nwam | 72k | $8.3M | 0% | Mar 2026 |
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| Mather Group | 71k | $8.3M | 2871% | Mar 2026 |
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| AdvisorShares Investments | 70k | $8.1M | 100% | Mar 2026 |
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| Beacon Financial | 69k | $8.0M | 121% | Mar 2026 |
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| Private Advisory | 68k | $7.9M | -37% | Mar 2026 |
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| Commonwealth Equity Services | 66k | $7.7M | -10% | Mar 2026 |
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| Delap Wealth Advisory | 66k | $7.7M | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 65k | $7.6M | 99% | Mar 2026 |
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| Encompass More Asset Management | 65k | $7.5M | 603% | Mar 2026 |
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| Flatrock Wealth Partners | 64k | $7.4M | 0% | Mar 2026 |
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| Norris Financial Group | 64k | $7.4M | 3% | Mar 2026 |
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| Avondale Wealth Management | 63k | $7.4M | -9% | Mar 2026 |
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| D.A. Davidson & Co. | 60k | $6.9M | 0% | Mar 2026 |
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| Transcendent Capital Group | 59k | $6.9M | 36% | Mar 2026 |
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| Apeiron RIA | 59k | $6.8M | 28% | Mar 2026 |
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| Epacria Capital Partners | 58k | $6.6M | 0% | Dec 2025 |
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| Belpointe Asset Management | 55k | $6.4M | 102% | Mar 2026 |
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| Janney Montgomery Scott | 55k | $6.4M | 1% | Mar 2026 |
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| Quarry Hill Advisors | 54k | $6.3M | 7% | Mar 2026 |
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| Childress Capital Advisors | 53k | $6.2M | 61% | Mar 2026 |
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| Royal Bank of Canada | 53k | $6.1M | 127% | Mar 2026 |
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| Brookstone Capital Management | 52k | $6.1M | 0% | Mar 2026 |
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| Astra Wealth Partners | 52k | $6.0M | -1% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 51k | $5.9M | 20% | Mar 2026 |
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| Envestnet Asset Management | 51k | $5.9M | -23% | Mar 2026 |
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| Pearl Planning | 50k | $5.8M | 100% | Mar 2026 |
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| Pallas Capital Advisors | 49k | $5.7M | 155% | Mar 2026 |
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| Captrust Financial Advisors | 49k | $5.6M | 293% | Dec 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 48k | $5.5M | 12% | Dec 2025 |
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| Seed Wealth Management | 48k | $5.5M | 30% | Mar 2026 |
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| LifeGoal Wealth Advisors | 47k | $5.5M | 119% | Mar 2026 |
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| RHS Financial | 47k | $5.4M | 13% | Mar 2026 |
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| Beacon Pointe Advisors | 46k | $5.3M | 1436% | Dec 2025 |
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| TopTier Wealth Management | 45k | $5.3M | 100% | Mar 2026 |
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| Pensionmark Financial Group | 45k | $5.3M | 2% | Mar 2026 |
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| ATLas Financial Planning | 45k | $5.2M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 44k | $5.1M | 10% | Mar 2026 |
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| West Michigan Advisors | 43k | $5.0M | 152% | Mar 2026 |
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| Enzi Wealth | 43k | $4.9M | 22% | Mar 2026 |
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| Thrivent Financial for Lutherans | 42k | $4.9M | 10% | Mar 2026 |
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| Kestra Advisory Services | 41k | $4.8M | 18% | Mar 2026 |
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| Invst | 40k | $4.6M | 2% | Mar 2026 |
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| Madison Wealth Partners | 39k | $4.5M | 8% | Mar 2026 |
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| Fortress Private Ledger | 39k | $4.5M | -31% | Mar 2026 |
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| Tcfg Wealth Management | 38k | $4.4M | 1% | Mar 2026 |
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| TCFG Investment Advisors | 38k | $4.4M | 100% | Mar 2026 |
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| Black Swift Group | 38k | $4.4M | -37% | Mar 2026 |
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| Commonwealth Financial Services | 37k | $4.3M | -3% | Mar 2026 |
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| Lifeworks Advisors | 36k | $4.2M | -4% | Mar 2026 |
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| Buckingham Strategic Partners | 35k | $4.1M | 100% | Mar 2026 |
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| Wealth Management Nebraska | 35k | $4.0M | 14% | Mar 2026 |
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| Advisor Group Holdings | 34k | $4.0M | -30% | Dec 2025 |
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| Main Street Group | 33k | $3.8M | -17% | Mar 2026 |
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| Gotham Asset Management | 32k | $3.8M | 100% | Mar 2026 |
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| Prospera Financial Services | 31k | $3.6M | -1% | Mar 2026 |
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| BWM Planning | 31k | $3.6M | 0% | Mar 2026 |
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| Greenwich Wealth Management | 31k | $3.5M | 76% | Mar 2026 |
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| Krueger & Catalano Capital Partners | 29k | $3.4M | 52% | Mar 2026 |
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| BXM Wealth | 29k | $3.3M | -90% | Mar 2026 |
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| Valley Financial Group | 28k | $3.3M | 119% | Mar 2026 |
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| Vise Technologies | 28k | $3.2M | 0% | Mar 2026 |
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| Sherman Wealth Management | 27k | $3.1M | 62% | Mar 2026 |
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| Waterloo Capital | 27k | $3.1M | 100% | Mar 2026 |
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| Ieq Capital | 26k | $2.9M | 100% | Dec 2025 |
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| HB Wealth Management | 25k | $2.9M | -7% | Mar 2026 |
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| Friedenthal Financial | 25k | $2.9M | 39% | Mar 2026 |
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| BlackDiamond Wealth Management | 25k | $2.9M | -5% | Mar 2026 |
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| Revolve Wealth Partners | 25k | $2.9M | 1132% | Mar 2026 |
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| Rossby Financial, LCC | 25k | $2.9M | 100% | Mar 2026 |
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| Wedmont Private Capital | 24k | $2.7M | 58% | Mar 2026 |
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| Elevated Financial Group | 23k | $2.7M | 27% | Mar 2026 |
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| Hershey Financial Advisers | 23k | $2.7M | -40% | Mar 2026 |
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| Triad Wealth Partners | 22k | $2.6M | -40% | Mar 2026 |
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| Dynamic Advisors Solutions | 22k | $2.5M | -6% | Mar 2026 |
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| Journey Strategic Wealth | 22k | $2.5M | 54% | Mar 2026 |
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| Perigon Wealth Management | 21k | $2.5M | 503% | Mar 2026 |
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| Focus Financial Network | 21k | $2.4M | -18% | Mar 2026 |
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| Arcus Capital Partners | 21k | $2.4M | -39% | Mar 2026 |
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| XY Planning Network | 20k | $2.3M | 616% | Mar 2026 |
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| Accurate Wealth Management | 20k | $2.3M | 1007% | Mar 2026 |
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| Hill Investment Group Partners | 20k | $2.3M | -37% | Mar 2026 |
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| Schiavi & Co | 19k | $2.3M | 0% | Mar 2026 |
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| Sontag Advisory | 19k | $2.3M | 7% | Mar 2026 |
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| Dynamic Financial Group | 19k | $2.2M | 53% | Mar 2026 |
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| Atria Investments | 19k | $2.2M | -44% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 19k | $2.2M | -41% | Mar 2026 |
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| January Capital Advisors | 19k | $2.2M | 100% | Mar 2026 |
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| We Are One Seven | 19k | $2.1M | 26% | Dec 2025 |
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| Altium Investment Strategies | 18k | $2.1M | 100% | Mar 2026 |
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| SFI Advisors | 18k | $2.1M | 44% | Mar 2026 |
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| LPL Financial | 18k | $2.1M | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 18k | $2.1M | 33% | Mar 2026 |
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| TD Waterhouse Canada | 18k | $2.1M | -1% | Mar 2026 |
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| Plan Group Financial | 18k | $2.1M | 112% | Mar 2026 |
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| Stifel Financial | 16k | $1.9M | -36% | Mar 2026 |
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| Wealthcare Advisory Partners | 15k | $1.7M | -22% | Mar 2026 |
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| Coldstream Capital Management | 14k | $1.7M | -38% | Mar 2026 |
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| Journey Advisory Group | 8.4k | $972k | -64% | Mar 2026 |
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| Branch Banking & Trust Company | 4.1k | $476k | -91% | Mar 2026 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.4M | $279M |
| Jain Global | Dec 2025 | 182k | $21M |
| Sippican Capital Adivsors | Dec 2025 | 39k | $4.4M |
| GK Wealth Management | Dec 2025 | 28k | $3.2M |
| Empirical Finance | Sep 2025 | 20k | $2.3M |
| Us Bancorp | Sep 2025 | 18k | $2.0M |