Who owns EA SERIES TRUST?
- Ticker: ROE
- CUSIP Number: 02072l433
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 |
|---|---|---|---|---|---|
| Hobbs Group Advisors | 662k | $23M | -3% | Dec 2025 |
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| Wells Fargo & Company | 641k | $23M | -15% | Dec 2025 |
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| Janney Montgomery Scott | 291k | $10M | 100% | Dec 2025 |
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| Vermillion & White Wealth Management Group | 278k | $9.8M | 4% | Dec 2025 |
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| Beacon Capital Management | 277k | $9.8M | -28% | Dec 2025 |
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| Envestnet Asset Management | 272k | $9.6M | -20% | Dec 2025 |
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| Greenwich Wealth Management | 195k | $6.9M | 67% | Dec 2025 |
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| Oregon Pacific Wealth Management | 131k | $4.6M | -28% | Dec 2025 |
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| Atria Investments | 108k | $3.8M | -3% | Dec 2025 |
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| Belpointe Asset Management | 96k | $3.4M | -64% | Dec 2025 |
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| Legacy Capital Group California | 83k | $2.9M | -4% | Dec 2025 |
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| Pensionmark Financial Group | 60k | $2.1M | 100% | Dec 2025 |
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| Puff Wealth Management | 54k | $1.9M | 31% | Dec 2025 |
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| BlackDiamond Wealth Management | 47k | $1.8M | -17% | Dec 2025 |
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| AE Wealth Management | 37k | $1.3M | -3% | Dec 2025 |
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| CLS Investments | 36k | $1.3M | 7% | Dec 2025 |
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| Latitude Advisors | 36k | $1.3M | -1% | Dec 2025 |
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| HighTower Advisors | 34k | $1.2M | 25% | Dec 2025 |
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| GeoWealth Management | 32k | $1.1M | 19% | Dec 2025 |
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| Silverlake Wealth Management | 29k | $1.0M | 40% | Dec 2025 |
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| LPL Financial | 26k | $906k | 1% | Dec 2025 |
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| Atomi Financial Group | 22k | $757k | -9% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 21k | $738k | -3% | Dec 2025 |
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| Pursuit Wealth Management | 21k | $728k | 100% | Dec 2025 |
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| Change Path | 19k | $661k | -4% | Dec 2025 |
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| Legacy Capital Wealth Partners | 15k | $537k | -7% | Dec 2025 |
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| Clark Asset Management | 15k | $537k | -36% | Dec 2025 |
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| Davenport & Co | 14k | $490k | 0% | Dec 2025 |
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| Onyx Bridge Wealth Group | 12k | $435k | 100% | Dec 2025 |
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| Axxcess Wealth Management | 12k | $428k | 0% | Dec 2025 |
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| Nbc Securities | 11k | $393k | 2% | Dec 2025 |
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| Kestra Advisory Services | 8.6k | $304k | 4% | Dec 2025 |
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| Empire Financial Management Company | 8.3k | $292k | 34% | Dec 2025 |
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| Ameriprise Financial | 7.9k | $274k | 100% | Sep 2025 |
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| Hrt Financial | 7.4k | $261k | 100% | Dec 2025 |
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| Howard Bailey Securities | 7.0k | $242k | -6% | Sep 2025 |
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| Bank of New York Mellon | 7.0k | $247k | -22% | Dec 2025 |
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| Raleigh Capital Management | 6.8k | $239k | -1% | Dec 2025 |
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| Ausdal Financial Partners | 6.4k | $226k | -6% | Dec 2025 |
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| Lloyd Advisory Services | 6.3k | $222k | 100% | Dec 2025 |
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| Outlook Wealth Advisors | 5.9k | $208k | -3% | Dec 2025 |
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| Brian McDonald | 1.1k | $41k | -60% | Dec 2025 |
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| Quest 10 Wealth Builders | 1.1k | $40k | -2% | Dec 2025 |
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| Global Trust Asset Management | 723.00 | $26k | 0% | Dec 2025 |
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| Advisor Group Holdings | 720.00 | $26k | -25% | Dec 2025 |
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| Jpmorgan Chase & Co | 645.00 | $22k | 100% | Sep 2025 |
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| Kingdom Financial Group | 480.00 | $17k | 100% | Dec 2025 |
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| Triumph Capital Management | 437.00 | $15k | 100% | Dec 2025 |
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| UBS Group | 426.00 | $15k | 100% | Dec 2025 |
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| O'shaughnessy Asset Management | 257.00 | $9.1k | 100% | Dec 2025 |
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| Networth Advisors | 54.00 | $1.9k | 100% | Dec 2025 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Sep 2025 | 29k | $996k |
| Sensible Financial Planning & Management | Jun 2025 | 26k | $844k |
| Advisory Services Network | Sep 2025 | 12k | $410k |
| Crossmark Global Holdings | Sep 2025 | 8.0k | $278k |
| Reuter James Wealth Management | Sep 2025 | 6.1k | $209k |
| Sigma Planning | Sep 2025 | 5.9k | $204k |
| Hartland & Co | Sep 2025 | 523.00 | $18k |