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 | 668k | $24M | 1% | Mar 2026 |
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| Wells Fargo & Company | 602k | $21M | -6% | Mar 2026 |
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| Janney Montgomery Scott | 294k | $10M | 1% | Mar 2026 |
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| Envestnet Asset Management | 293k | $10M | 8% | Mar 2026 |
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| Vermillion & White Wealth Management Group | 291k | $10M | 5% | Mar 2026 |
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| Beacon Capital Management | 291k | $10M | 5% | Mar 2026 |
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| Greenwich Wealth Management | 290k | $10M | 49% | Mar 2026 |
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| Belpointe Asset Management | 122k | $4.3M | 27% | Mar 2026 |
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| Oregon Pacific Wealth Management | 117k | $4.2M | -11% | Mar 2026 |
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| Atria Investments | 105k | $3.7M | -3% | Mar 2026 |
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| Exchange Traded Concepts | 92k | $3.3M | 100% | Mar 2026 |
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| Legacy Capital Group California | 74k | $2.6M | -11% | Mar 2026 |
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| HighTower Advisors | 63k | $2.2M | 84% | Mar 2026 |
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| Pensionmark Financial Group | 60k | $2.1M | 0% | Mar 2026 |
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| Puff Wealth Management | 54k | $1.9M | 31% | Dec 2025 |
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| BlackDiamond Wealth Management | 47k | $1.7M | 0% | Mar 2026 |
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| Bluedoor Private Wealth | 41k | $1.5M | 100% | Mar 2026 |
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| Latitude Advisors | 38k | $1.3M | 6% | Mar 2026 |
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| LPL Financial | 37k | $1.3M | 44% | Mar 2026 |
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| AE Wealth Management | 37k | $1.3M | -1% | Mar 2026 |
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| GeoWealth Management | 33k | $1.2M | 3% | Mar 2026 |
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| CLS Investments | 33k | $1.2M | -9% | Mar 2026 |
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| Silverlake Wealth Management | 31k | $1.1M | 7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 27k | $968k | 100% | Mar 2026 |
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| Omnitrust Wealth Management | 23k | $824k | 100% | Mar 2026 |
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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 | 18k | $651k | -2% | Mar 2026 |
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| Medallion Wealth Advisors | 17k | $601k | 1% | Mar 2026 |
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| Nbc Securities | 15k | $546k | 38% | Mar 2026 |
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| Legacy Capital Wealth Partners | 15k | $537k | -7% | Dec 2025 |
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| Clark Asset Management | 15k | $539k | 0% | Mar 2026 |
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| Davenport & Co | 14k | $492k | 0% | Mar 2026 |
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| Onyx Bridge Wealth Group | 12k | $416k | -5% | Mar 2026 |
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| Empire Financial Management Company | 8.3k | $295k | 1% | Mar 2026 |
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| Sanctuary Advisors | 7.2k | $255k | 100% | Mar 2026 |
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| Raleigh Capital Management | 6.7k | $237k | -1% | Mar 2026 |
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| Bank of New York Mellon | 6.4k | $226k | -9% | Mar 2026 |
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| Ausdal Financial Partners | 6.3k | $223k | -2% | Mar 2026 |
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| Sound Income Strategies | 3.8k | $137k | 100% | Mar 2026 |
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| Ashton Thomas Private Wealth | 3.4k | $121k | 100% | Mar 2026 |
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| Signature Equity Partners | 1.5k | $54k | 100% | Mar 2026 |
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| Brian McDonald | 1.1k | $41k | -60% | Dec 2025 |
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| Quest 10 Wealth Builders | 1.1k | $39k | -2% | Mar 2026 |
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| Global Trust Asset Management | 723.00 | $26k | 0% | Mar 2026 |
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| Advisor Group Holdings | 720.00 | $26k | -25% | Dec 2025 |
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| Triumph Capital Management | 437.00 | $16k | 0% | Mar 2026 |
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| Lloyd Advisory Services | 421.00 | $15k | -93% | Mar 2026 |
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| Kingdom Financial Group | 421.00 | $15k | -12% | Mar 2026 |
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| O'shaughnessy Asset Management | 174.00 | $6.2k | -32% | Mar 2026 |
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| Harbour Investments | 127.00 | $4.5k | 100% | Mar 2026 |
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| Vanguard Advisers | 116.00 | $4.1k | 100% | Mar 2026 |
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| Networth Advisors | 41.00 | $1.5k | -24% | Mar 2026 |
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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 |
| Axxcess Wealth Management | Dec 2025 | 12k | $428k |
| Advisory Services Network | Sep 2025 | 12k | $410k |
| Ameriprise Financial | Dec 2025 | 9.1k | $321k |
| Kestra Advisory Services | Dec 2025 | 8.6k | $304k |
| Hrt Financial | Dec 2025 | 7.4k | $261k |
| Howard Bailey Securities | Sep 2025 | 7.0k | $242k |
| Outlook Wealth Advisors | Dec 2025 | 5.9k | $208k |
| Jpmorgan Chase & Co | Sep 2025 | 645.00 | $22k |
| Wellington Grp | Dec 2025 | 629.00 | $22k |
| UBS Group | Dec 2025 | 426.00 | $15k |