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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management | 606k | $70M | 0% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 501k | $58M | 3% | Dec 2025 |
|
| True Wealth Design | 497k | $58M | 4% | Mar 2026 |
|
| Pennington Partners & Co | 409k | $47M | 71% | Dec 2025 |
|
| Client First Investment Management | 407k | $47M | 191% | Mar 2026 |
|
| Mariner Wealth Advisors | 384k | $44M | 21% | Dec 2025 |
|
| HighTower Advisors | 341k | $39M | 33% | Dec 2025 |
|
| ADAR1 Capital Management | 337k | $39M | 0% | Dec 2025 |
|
| Ethos Financial Group | 318k | $37M | 4% | Dec 2025 |
|
| Insight Advisors, LLC/ PA | 318k | $37M | 0% | Dec 2025 |
|
| Cynosure Management | 308k | $35M | 100% | Dec 2025 |
|
| BXM Wealth | 295k | $3.2M | 3832% | Dec 2025 |
|
| Empowered Funds | 292k | $34M | 35% | Dec 2025 |
|
| Whitcomb & Hess | 281k | $33M | 11% | Mar 2026 |
|
| Opus Capital Group | 266k | $31M | 33% | Dec 2025 |
|
| Bravias Capital Group | 230k | $26M | -2% | Dec 2025 |
|
| CWM | 225k | $26M | -7% | Dec 2025 |
|
| Amplius Wealth Advisors | 212k | $25M | 11% | Mar 2026 |
|
| Compass Ion Advisors | 211k | $25M | 2% | Mar 2026 |
|
| Titleist Asset Management | 207k | $24M | 0% | Dec 2025 |
|
| Kathmere Capital Management | 185k | $21M | -22% | Dec 2025 |
|
| Jain Global | 182k | $21M | 100% | Dec 2025 |
|
| Sunbelt Securities | 172k | $20M | -7% | Dec 2025 |
|
| Peterson Wealth Advisors | 166k | $19M | 17% | Mar 2026 |
|
| Summit Wealth & Retirement Planning | 145k | $17M | 5% | Dec 2025 |
|
| Mml Investors Services | 141k | $16M | 16% | Dec 2025 |
|
| KC Investment Advisors | 128k | $15M | 27% | Dec 2025 |
|
| Tortoise Investment Management | 125k | $14M | -8% | Dec 2025 |
|
| Well Done | 122k | $14M | 343% | Mar 2026 |
|
| Aspect Partners | 117k | $14M | 14% | Mar 2026 |
|
| IHT Wealth Management | 115k | $13M | 22% | Dec 2025 |
|
| Farther Finance Advisors | 114k | $13M | 4% | Mar 2026 |
|
| Arete Wealth Advisors | 108k | $12M | -2% | Dec 2025 |
|
| Stokes Family Office | 108k | $12M | -5% | Dec 2025 |
|
| Private Advisory | 107k | $12M | 4679% | Dec 2025 |
|
| Allen Capital Group | 104k | $12M | 16% | Dec 2025 |
|
| Kingsview Wealth Management | 97k | $11M | 32% | Dec 2025 |
|
| Castellan Group | 96k | $11M | 1030% | Dec 2025 |
|
| Gradient Investments | 90k | $11M | 30% | Mar 2026 |
|
| Ferguson Shapiro | 88k | $10M | -13% | Dec 2025 |
|
| Teamwork Financial Advisors | 86k | $10M | 11% | Mar 2026 |
|
| Mutual Advisors | 85k | $9.8M | -5% | Dec 2025 |
|
| AQR Capital Management | 85k | $9.7M | 20% | Dec 2025 |
|
| Private Advisor | 83k | $9.5M | -18% | Dec 2025 |
|
| Longview Financial Advisors | 75k | $8.6M | 9% | Dec 2025 |
|
| Commonwealth Equity Services | 73k | $8.4M | 33% | Dec 2025 |
|
| Nwam | 72k | $8.3M | 0% | Dec 2025 |
|
| Mather Group | 71k | $8.3M | 2871% | Mar 2026 |
|
| Innova Wealth Partners | 69k | $7.9M | -3% | Dec 2025 |
|
| Weaver Consulting Group | 68k | $7.8M | -15% | Dec 2025 |
|
| Aptus Capital Advisors | 65k | $7.5M | 46% | Dec 2025 |
|
| Envestnet Asset Management | 65k | $7.5M | 12% | Dec 2025 |
|
| Avondale Wealth Management | 63k | $7.4M | -9% | Mar 2026 |
|
| Black Swift Group | 60k | $6.9M | 5% | Dec 2025 |
|
| D.A. Davidson & Co. | 60k | $6.9M | 7% | Dec 2025 |
|
| Altiora Financial Group | 58k | $6.6M | 100% | Dec 2025 |
|
| Epacria Capital Partners | 58k | $6.6M | 0% | Dec 2025 |
|
| Fortress Private Ledger | 56k | $6.5M | 73% | Dec 2025 |
|
| Janney Montgomery Scott | 54k | $6.2M | 6% | Dec 2025 |
|
| Brookstone Capital Management | 52k | $6.1M | 0% | Mar 2026 |
|
| Astra Wealth Partners | 52k | $6.0M | 69% | Dec 2025 |
|
| Moisand Fitzgerald Tamayo | 51k | $5.9M | 20% | Mar 2026 |
|
| Quarry Hill Advisors | 51k | $5.8M | 15% | Dec 2025 |
|
| Captrust Financial Advisors | 49k | $5.6M | 293% | Dec 2025 |
|
| Branch Banking & Trust Company | 48k | $5.5M | -10% | Dec 2025 |
|
| Guardian Wealth Advisors, Llc / Nc | 48k | $5.5M | 12% | Dec 2025 |
|
| Seed Wealth Management | 48k | $5.5M | 30% | Mar 2026 |
|
| LifeGoal Wealth Advisors | 47k | $5.5M | 119% | Mar 2026 |
|
| Beacon Pointe Advisors | 46k | $5.3M | 1436% | Dec 2025 |
|
| Apeiron RIA | 46k | $5.3M | 153% | Dec 2025 |
|
| Fischer Investment Strategies | 46k | $5.2M | -45% | Dec 2025 |
|
| Pensionmark Financial Group | 44k | $5.1M | -4% | Dec 2025 |
|
| Transcendent Capital Group | 44k | $5.0M | 322% | Dec 2025 |
|
| Able Wealth Management | 44k | $5.0M | 99% | Dec 2025 |
|
| RHS Financial | 41k | $4.7M | 19% | Dec 2025 |
|
| WealthPlan Investment Management | 40k | $4.6M | 1% | Dec 2025 |
|
| Main Street Group | 40k | $4.6M | 47% | Dec 2025 |
|
| Integrated Wealth Concepts | 40k | $4.6M | -59% | Dec 2025 |
|
| Invst | 39k | $4.5M | 16% | Dec 2025 |
|
| Sippican Capital Adivsors | 39k | $4.4M | 119% | Dec 2025 |
|
| Commonwealth Financial Services | 38k | $4.4M | -17% | Dec 2025 |
|
| Lifeworks Advisors | 38k | $4.4M | -12% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 38k | $4.4M | 63% | Dec 2025 |
|
| Hershey Financial Advisers | 38k | $4.4M | -3% | Dec 2025 |
|
| Tcfg Wealth Management | 38k | $4.3M | -3% | Dec 2025 |
|
| Madison Wealth Partners | 36k | $4.1M | 16% | Dec 2025 |
|
| Enzi Wealth | 35k | $4.0M | 12% | Dec 2025 |
|
| Kestra Advisory Services | 35k | $4.0M | 14% | Dec 2025 |
|
| Advisor Group Holdings | 34k | $4.0M | -30% | Dec 2025 |
|
| Atria Investments | 34k | $3.9M | 40% | Dec 2025 |
|
| Childress Capital Advisors | 33k | $3.8M | 143% | Dec 2025 |
|
| Kestra Private Wealth Services | 33k | $3.8M | 98% | Dec 2025 |
|
| Hill Investment Group Partners | 31k | $3.6M | 39% | Dec 2025 |
|
| Beacon Financial | 31k | $3.6M | -10% | Dec 2025 |
|
| Prospera Financial Services | 31k | $3.6M | -1% | Mar 2026 |
|
| Quantinno Capital Management | 31k | $3.5M | 74% | Dec 2025 |
|
| BWM Planning | 31k | $3.5M | 0% | Dec 2025 |
|
| Wealth Management Nebraska | 30k | $3.5M | 7% | Dec 2025 |
|
| Vise Technologies | 28k | $3.2M | 423% | Dec 2025 |
|
| Belpointe Asset Management | 27k | $3.1M | 62% | Dec 2025 |
|
| HB Wealth Management | 27k | $3.1M | -24% | Dec 2025 |
|
| Sherman Wealth Management | 27k | $3.1M | 62% | Mar 2026 |
|
| BlackDiamond Wealth Management | 26k | $3.0M | -19% | Dec 2025 |
|
| Stifel Financial | 26k | $3.0M | 25% | Dec 2025 |
|
| Ieq Capital | 26k | $2.9M | 100% | Dec 2025 |
|
| Revolve Wealth Partners | 25k | $2.9M | 1132% | Mar 2026 |
|
| Wedmont Private Capital | 24k | $2.7M | 58% | Mar 2026 |
|
| Journey Advisory Group | 23k | $2.7M | -4% | Dec 2025 |
|
| Coldstream Capital Management | 23k | $2.7M | 100% | Dec 2025 |
|
| Triad Wealth Partners | 22k | $2.6M | -40% | Mar 2026 |
|
| Dynamic Advisors Solutions | 22k | $2.5M | -6% | Mar 2026 |
|
| Journey Strategic Wealth | 22k | $2.5M | 54% | Mar 2026 |
|
| Perigon Wealth Management | 21k | $2.5M | 503% | Mar 2026 |
|
| Focus Financial Network | 21k | $2.4M | -18% | Mar 2026 |
|
| XY Planning Network | 20k | $2.3M | 616% | Mar 2026 |
|
| Schiavi & Co | 19k | $2.2M | 115% | Dec 2025 |
|
| Pallas Capital Advisors | 19k | $2.2M | -12% | Dec 2025 |
|
| Krueger & Catalano Capital Partners | 19k | $2.2M | 0% | Dec 2025 |
|
| U.S. Capital Wealth Advisors | 19k | $2.2M | -41% | Mar 2026 |
|
| We Are One Seven | 19k | $2.1M | 26% | Dec 2025 |
|
| Elevated Financial Group | 18k | $2.1M | 100% | Dec 2025 |
|
| Friedenthal Financial | 18k | $2.1M | 100% | Dec 2025 |
|
| TD Waterhouse Canada | 18k | $2.1M | 9% | Dec 2025 |
|
| Sontag Advisory | 18k | $2.1M | -17% | Dec 2025 |
|
| LPL Financial | 18k | $2.1M | -23% | Dec 2025 |
|
| Plan Group Financial | 18k | $2.1M | 112% | Mar 2026 |
|
| UBS Group | 17k | $2.0M | 100% | Dec 2025 |
|
| Greenwich Wealth Management | 17k | $2.0M | -26% | Dec 2025 |
|
| West Michigan Advisors | 17k | $2.0M | 161% | Dec 2025 |
|
| Morse Asset Management | 17k | $2.0M | 42% | Dec 2025 |
|
| Colony | 17k | $2.0M | 2% | Dec 2025 |
|
| Sowell Financial Services | 17k | $1.9M | -5% | Mar 2026 |
|
| Voisard Asset Management Group | 16k | $1.9M | 50% | Mar 2026 |
|
| Resolute Capital | 16k | $1.8M | 100% | Dec 2025 |
|
| Integrity Investment Advisors | 16k | $1.8M | 5% | Dec 2025 |
|
| Citadel Advisors | 15k | $1.7M | 213% | Dec 2025 |
|
| Moneta Group Investment Advisors | 15k | $1.7M | 100% | Dec 2025 |
|
| Wealthcare Advisory Partners | 15k | $1.7M | -22% | Mar 2026 |
|
| Frazier Financial Advisors | 15k | $1.7M | 10% | Dec 2025 |
|
| Robertson Stephens Wealth Management | 15k | $1.7M | 100% | Dec 2025 |
|
| Cambria Investment Management | 14k | $1.7M | 1% | Dec 2025 |
|
| Red Crane Wealth Management | 14k | $1.6M | 104% | Dec 2025 |
|
| Wedbush Morgan Securities | 13k | $1.5M | 96% | Dec 2025 |
|
| Redwood Family Wealth | 13k | $1.5M | 100% | Dec 2025 |
|
| SFI Advisors | 13k | $1.5M | 0% | Dec 2025 |
|
| Valley Financial Group | 13k | $1.5M | -6% | Dec 2025 |
|
| OneAscent Wealth Management | 13k | $1.5M | 439% | Dec 2025 |
|
| Revisor Wealth Management | 13k | $1.4M | 111% | Dec 2025 |
|
| Dynamic Financial Group | 12k | $1.4M | 100% | Dec 2025 |
|
| ETF Store | 12k | $1.4M | -1% | Dec 2025 |
|
| Beck Capital Management | 11k | $1.3M | -17% | Dec 2025 |
|
| Swan Wealth Advisors | 11k | $1.2M | -15% | Dec 2025 |
|
| Seeds Investor | 11k | $1.2M | -13% | Dec 2025 |
|
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 |
| Ameritas Advisory Services | Sep 2025 | 34k | $3.8M |
| GK Wealth Management | Dec 2025 | 28k | $3.2M |
| 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 |