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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 754k | $26M | -4% | Sep 2025 |
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| Hobbs Group Advisors | 686k | $24M | -31% | Sep 2025 |
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| Beacon Capital Management | 386k | $13M | 100% | Sep 2025 |
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| Envestnet Asset Management | 340k | $12M | -2% | Sep 2025 |
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| Astor Investment Management | 307k | $9.9M | -7% | Jun 2025 |
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| Vermillion & White Wealth Management Group | 267k | $9.2M | 20% | Sep 2025 |
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| Belpointe Asset Management | 267k | $9.2M | -1% | Sep 2025 |
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| Oregon Pacific Wealth Management | 183k | $6.3M | 3% | Sep 2025 |
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| Greenwich Wealth Management | 117k | $4.0M | 83% | Sep 2025 |
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| Atria Investments | 112k | $3.9M | -12% | Sep 2025 |
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| Legacy Capital Group California | 87k | $3.0M | -1% | Sep 2025 |
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| BlackDiamond Wealth Management | 57k | $2.0M | 0% | Sep 2025 |
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| Puff Wealth Management | 42k | $1.4M | -51% | Sep 2025 |
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| AE Wealth Management | 38k | $1.3M | -1% | Sep 2025 |
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| Latitude Advisors | 36k | $1.2M | -21% | Sep 2025 |
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| CLS Investments | 34k | $1.2M | -8% | Sep 2025 |
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| Gts Securities | 29k | $996k | 105% | Sep 2025 |
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| HighTower Advisors | 27k | $940k | 16% | Sep 2025 |
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| GeoWealth Management | 27k | $937k | -18% | Sep 2025 |
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| LPL Financial | 25k | $876k | 100% | Sep 2025 |
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| Capital Market Strategies | 25k | $814k | -11% | Jun 2025 |
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| Clark Asset Management | 24k | $828k | -19% | Sep 2025 |
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| Atomi Financial Group | 24k | $818k | -15% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 22k | $744k | -2% | Sep 2025 |
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| Silverlake Wealth Management | 21k | $723k | 20% | Sep 2025 |
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| Change Path | 20k | $676k | -5% | Sep 2025 |
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| Legacy Capital Wealth Partners | 16k | $564k | -3% | Sep 2025 |
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| Davenport & Co | 14k | $480k | 0% | Sep 2025 |
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| Axxcess Wealth Management | 12k | $421k | 0% | Sep 2025 |
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| Advisory Services Network | 12k | $410k | 0% | Sep 2025 |
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| Nbc Securities | 11k | $378k | 30% | Sep 2025 |
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| Bank of New York Mellon | 9.0k | $311k | -19% | Sep 2025 |
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| Kestra Advisory Services | 8.2k | $285k | -11% | Sep 2025 |
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| Crossmark Global Holdings | 8.0k | $278k | -19% | Sep 2025 |
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| Ameriprise Financial | 7.9k | $274k | 100% | Sep 2025 |
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| Howard Bailey Securities | 7.0k | $242k | -6% | Sep 2025 |
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| Raleigh Capital Management | 6.8k | $236k | -7% | Sep 2025 |
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| Ausdal Financial Partners | 6.8k | $235k | 100% | Sep 2025 |
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| Empire Financial Management Company | 6.2k | $213k | -2% | Sep 2025 |
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| Outlook Wealth Advisors | 6.1k | $210k | -3% | Sep 2025 |
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| Reuter James Wealth Management | 6.1k | $209k | -12% | Sep 2025 |
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| Sigma Planning | 5.9k | $204k | 100% | Sep 2025 |
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| Brian McDonald | 2.9k | $101k | -2% | Sep 2025 |
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| Quest 10 Wealth Builders | 1.2k | $40k | -2% | Sep 2025 |
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| Advisor Group Holdings | 963.00 | $33k | -97% | Sep 2025 |
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| Global Trust Asset Management | 723.00 | $25k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 645.00 | $22k | 100% | Sep 2025 |
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| Hartland & Co | 523.00 | $18k | 100% | Sep 2025 |
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| Triumph Capital Management | 437.00 | $15k | 100% | Sep 2025 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sensible Financial Planning & Management | Jun 2025 | 26k | $844k |
| Onyx Bridge Wealth Group | Jun 2025 | 12k | $391k |
| Susquehanna International | Jun 2025 | 10k | $322k |
| Virtu Financial | Jun 2025 | 7.0k | $226k |
| Lloyd Advisory Services | Jun 2025 | 6.6k | $213k |
| Jane Street | Jun 2025 | 6.5k | $209k |
| Raymond James Financial | Jun 2025 | 1.5k | $50k |
| UBS Group | Jun 2025 | 1.2k | $38k |
| Nova Wealth Management | Jun 2025 | 480.00 | $16k |