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 | 664k | $28M | -1% | Jun 2026 |
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| Potomac Fund Management | 657k | $28M | -4% | Jun 2026 |
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| Wells Fargo & Company | 600k | $26M | 0% | Jun 2026 |
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| Beacon Capital Management | 308k | $13M | 6% | Jun 2026 |
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| Vermillion & White Wealth Management Group | 308k | $13M | 6% | Jun 2026 |
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| Greenwich Wealth Management | 300k | $13M | 3% | Jun 2026 |
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| Janney Montgomery Scott | 295k | $13M | 0% | Jun 2026 |
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| Envestnet Asset Management | 270k | $12M | -8% | Jun 2026 |
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| Sykon Capital | 137k | $5.8M | 100% | Jun 2026 |
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| Exchange Traded Concepts | 125k | $5.3M | 36% | Jun 2026 |
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| Oregon Pacific Wealth Management | 115k | $4.9M | -2% | Jun 2026 |
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| Atria Investments | 103k | $4.4M | -2% | Jun 2026 |
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| Belpointe Asset Management | 83k | $3.5M | -32% | Jun 2026 |
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| Bellars Harris Wealth Management | 81k | $3.4M | 100% | Jun 2026 |
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| HighTower Advisors | 77k | $3.3M | 23% | Jun 2026 |
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| Puff Wealth Management | 66k | $2.8M | 21% | Jun 2026 |
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| Legacy Capital Group California | 64k | $2.7M | -13% | Jun 2026 |
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| Pensionmark Financial Group | 60k | $2.1M | 0% | Jun 2026 |
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| LPL Financial | 44k | $1.9M | 19% | Jun 2026 |
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| Bluedoor Private Wealth | 42k | $1.8M | 1% | Jun 2026 |
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| Latitude Advisors | 37k | $1.6M | -1% | Jun 2026 |
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| Atomi Financial Group | 37k | $1.6M | 0% | Jun 2026 |
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| AE Wealth Management | 35k | $1.5M | -4% | Jun 2026 |
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| GeoWealth Management | 30k | $1.3M | -10% | Jun 2026 |
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| CLS Investments | 28k | $1.2M | -14% | Jun 2026 |
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| BlackDiamond Wealth Management | 27k | $1.2M | -44% | Jun 2026 |
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| Silverlake Wealth Management | 25k | $1.0M | -21% | Jun 2026 |
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| Omnitrust Wealth Management | 23k | $824k | 100% | Mar 2026 |
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| New Wave Wealth Advisors | 21k | $897k | 100% | Jun 2026 |
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| Sound Income Strategies | 21k | $892k | 446% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 20k | $866k | -1% | Jun 2026 |
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| Cary Street Partners Financial | 19k | $804k | 100% | Jun 2026 |
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| Nbc Securities | 18k | $746k | 14% | Jun 2026 |
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| Medallion Wealth Advisors | 16k | $664k | -8% | Jun 2026 |
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| Change Path | 15k | $656k | -16% | Jun 2026 |
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| Clark Asset Management | 15k | $649k | 0% | Jun 2026 |
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| Town Capital | 14k | $609k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 14k | $594k | 308% | Jun 2026 |
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| Davenport & Co | 14k | $592k | 0% | Jun 2026 |
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| Axxcess Wealth Management | 12k | $509k | 100% | Jun 2026 |
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| Onyx Bridge Wealth Group | 12k | $507k | 1% | Jun 2026 |
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| Ameritas Advisory Services | 12k | $503k | 100% | Jun 2026 |
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| Stillwater Private Wealth | 9.6k | $424k | 100% | Jun 2026 |
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| Stifel Financial | 8.5k | $363k | 100% | Jun 2026 |
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| Empire Financial Management Company | 8.3k | $355k | 0% | Jun 2026 |
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| Sanctuary Advisors | 7.9k | $335k | 9% | Jun 2026 |
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| Equitable Holdings | 7.2k | $309k | 100% | Jun 2026 |
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| Bank of New York Mellon | 6.0k | $255k | -6% | Jun 2026 |
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| WealthTrak Capital Management | 6.0k | $254k | 100% | Jun 2026 |
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| Lloyd Advisory Services | 5.9k | $252k | 1305% | Jun 2026 |
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| Ausdal Financial Partners | 5.9k | $251k | -6% | Jun 2026 |
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| Raleigh Capital Management | 5.6k | $240k | -16% | Jun 2026 |
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| Wsfs Capital Management | 5.6k | $239k | 100% | Jun 2026 |
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| Rareview Capital | 4.9k | $159k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 4.1k | $175k | 100% | Jun 2026 |
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| Signature Equity Partners | 1.6k | $68k | 5% | Jun 2026 |
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| UBS Group | 1.3k | $57k | 100% | Jun 2026 |
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| Advisor Group Holdings | 1.2k | $52k | 6% | Jun 2026 |
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| Quest 10 Wealth Builders | 1.0k | $43k | -8% | Jun 2026 |
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| Global Trust Asset Management | 723.00 | $31k | 0% | Jun 2026 |
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| Triumph Capital Management | 437.00 | $16k | 0% | Mar 2026 |
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| Kingdom Financial Group | 421.00 | $18k | 0% | Jun 2026 |
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| Royal Bank of Canada | 356.00 | $15k | 100% | Jun 2026 |
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| Buck Wealth Strategies | 186.00 | $7.9k | 100% | Jun 2026 |
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| Vanguard Advisers | 116.00 | $4.9k | 0% | Jun 2026 |
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| Harbour Investments | 104.00 | $4.4k | -18% | Jun 2026 |
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| Silver Grove Financial Group | 68.00 | $2.9k | 100% | Jun 2026 |
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| Institute For Wealth Management | 65.00 | $2.8k | 100% | Jun 2026 |
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| Networth Advisors | 41.00 | $1.8k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 34.00 | $1.4k | -80% | Jun 2026 |
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| SRS Capital Advisors | 2.00 | $85.000000 | 100% | Jun 2026 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cambridge Investment Research Advisors | Mar 2026 | 27k | $968k |
| Legacy Capital Wealth Partners | Mar 2026 | 12k | $423k |
| Gts Securities | Mar 2026 | 10k | $354k |
| Susquehanna International | Mar 2026 | 7.6k | $271k |