Who owns EA SERIES TRUST?
- Ticker: STRV
- CUSIP Number: 02072l680
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 |
|---|---|---|---|---|---|
| OxenFree Capital | 932k | $42M | -6% | Mar 2026 |
|
| Raymond James Financial | 651k | $29M | 10% | Dec 2025 |
|
| Holistic Planning | 486k | $20M | 18% | Mar 2026 |
|
| Branch Banking & Trust Company | 448k | $19M | 2% | Mar 2026 |
|
| Stifel Financial | 392k | $17M | -5% | Mar 2026 |
|
| United Advisor Group | 380k | $16M | 4% | Mar 2026 |
|
| Weaver Capital Management | 278k | $12M | -24% | Mar 2026 |
|
| Kestra Advisory Services | 268k | $11M | 59% | Mar 2026 |
|
| LPL Financial | 265k | $11M | 4% | Mar 2026 |
|
| Ethos Financial Group | 231k | $9.4M | 2% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 224k | $9.4M | 11% | Mar 2026 |
|
| Jones Financial Companies, L.L | 219k | $9.7M | 15% | Dec 2025 |
|
| Commonwealth Equity Services | 206k | $8.6M | 2% | Mar 2026 |
|
| Secured Retirement Advisors | 186k | $7.8M | -5% | Mar 2026 |
|
| Foundations Investment Advisors | 166k | $7.0M | 100% | Mar 2026 |
|
| Hegarty Advisors | 152k | $6.4M | -1% | Mar 2026 |
|
| Royal Bank of Canada | 151k | $6.3M | 1% | Mar 2026 |
|
| Essex Financial Services | 149k | $6.2M | -2% | Mar 2026 |
|
| Sage Capital Management | 142k | $6.0M | 6% | Mar 2026 |
|
| Cetera Investment Advisers | 138k | $5.8M | 2% | Mar 2026 |
|
| UBS Group | 124k | $5.2M | -6% | Mar 2026 |
|
| Bank of America Corporation | 114k | $4.8M | 100% | Mar 2026 |
|
| Fairman Group | 108k | $4.5M | 0% | Mar 2026 |
|
| Envestnet Asset Management | 105k | $4.4M | 3% | Mar 2026 |
|
| Visionary Wealth Advisors | 88k | $3.7M | 0% | Mar 2026 |
|
| WealthPlan Investment Management | 86k | $3.6M | 100% | Mar 2026 |
|
| Sanctuary Advisors | 82k | $3.4M | 0% | Mar 2026 |
|
| Stenger Family Office | 80k | $3.3M | 2% | Mar 2026 |
|
| Rockefeller Capital Management | 75k | $3.1M | 11% | Mar 2026 |
|
| S.A. Mason | 74k | $3.1M | 2% | Mar 2026 |
|
| Creative Planning | 73k | $3.1M | 1% | Mar 2026 |
|
| Financial Management Network | 70k | $3.1M | 2% | Mar 2026 |
|
| Betterment | 62k | $2.7M | -2% | Dec 2025 |
|
| Captrust Financial Advisors | 56k | $2.5M | 1% | Dec 2025 |
|
| Traphagen Investment Advisors | 55k | $2.3M | 0% | Mar 2026 |
|
| Change Path | 51k | $2.1M | 53% | Mar 2026 |
|
| Janney Montgomery Scott | 51k | $2.1M | 0% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 50k | $2.1M | 8% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 48k | $2.1M | 0% | Dec 2025 |
|
| Natixis Asset Management Advisors | 44k | $1.8M | 10% | Mar 2026 |
|
| Curran Financial Partners | 40k | $1.7M | 21% | Mar 2026 |
|
| Geneos Wealth Management | 38k | $1.6M | 3% | Mar 2026 |
|
| Mml Investors Services | 36k | $1.5M | -5% | Mar 2026 |
|
| Pensionmark Financial Group | 36k | $1.5M | -46% | Mar 2026 |
|
| Advisor Group Holdings | 33k | $1.4M | -1% | Dec 2025 |
|
| Belpointe Asset Management | 30k | $1.3M | 2% | Mar 2026 |
|
| Second Half Financial Partners | 30k | $1.3M | 9% | Mar 2026 |
|
| Paragon Capital Management | 28k | $1.2M | 3% | Mar 2026 |
|
| CWM | 26k | $1.2M | 1% | Dec 2025 |
|
| Snowden Capital Advisors | 25k | $1.1M | 0% | Dec 2025 |
|
| Thryve Wealth Management | 24k | $1000k | 1% | Mar 2026 |
|
| Indiana Trust & Investment Management | 23k | $965k | 0% | Mar 2026 |
|
| Equity Wealth Partners | 23k | $961k | 0% | Mar 2026 |
|
| Everhart Financial Group | 21k | $875k | -11% | Mar 2026 |
|
| Grantvest Financial Group | 21k | $864k | -1% | Mar 2026 |
|
| Balance Wealth | 20k | $846k | -4% | Mar 2026 |
|
| PDS Planning | 20k | $820k | 2% | Mar 2026 |
|
| Independent Advisor Alliance | 20k | $818k | 100% | Mar 2026 |
|
| Woodard & Co Asset Management Group | 19k | $804k | 12% | Mar 2026 |
|
| Pin Oak Investment Advisors | 19k | $803k | -15% | Mar 2026 |
|
| Goepper Burkhardt | 18k | $737k | 4% | Mar 2026 |
|
| Steward Partners Investment Advisory | 17k | $729k | 73% | Mar 2026 |
|
| Immaculate Wealth Management | 17k | $728k | 100% | Mar 2026 |
|
| Merit Financial Group | 17k | $716k | 100% | Mar 2026 |
|
| Citadel Advisors | 16k | $682k | 140% | Mar 2026 |
|
| PFG Investments | 15k | $647k | 14% | Mar 2026 |
|
| Advisory Services Network | 15k | $673k | -1% | Dec 2025 |
|
| Chicago Partners Investment | 15k | $696k | -3% | Mar 2026 |
|
| Jane Street | 14k | $603k | 100% | Mar 2026 |
|
| Future Financial Wealth Managment | 14k | $628k | -14% | Mar 2026 |
|
| Advyzon Investment Management | 13k | $556k | -27% | Mar 2026 |
|
| Intl Fcstone | 13k | $551k | -73% | Mar 2026 |
|
| Trilogy Capital | 12k | $516k | 0% | Mar 2026 |
|
| Morgan Stanley | 12k | $572k | -19% | Mar 2026 |
|
| Fulton Bank, NA | 12k | $504k | 0% | Mar 2026 |
|
| Parallel Advisors | 11k | $479k | 0% | Mar 2026 |
|
| Gibson Capital | 11k | $458k | -13% | Mar 2026 |
|
| 1776 Wealth | 11k | $456k | 0% | Mar 2026 |
|
| CIBC Bancorp USA | 10k | $437k | 100% | Mar 2026 |
|
| Atlantic Trust | 10k | $459k | 0% | Dec 2025 |
|
| Goss Wealth Management | 10k | $426k | 0% | Mar 2026 |
|
| Client 1st Advisory Group | 9.6k | $404k | 0% | Mar 2026 |
|
| HighTower Advisors | 9.4k | $393k | 1% | Mar 2026 |
|
| TCP Asset Management | 8.9k | $372k | -8% | Mar 2026 |
|
| Gwn Securities | 8.8k | $389k | 1% | Dec 2025 |
|
| Harbour Investments | 8.7k | $365k | -1% | Mar 2026 |
|
| Independent Financial Group | 8.7k | $365k | 14% | Mar 2026 |
|
| Streettalk Advisors | 8.7k | $365k | 100% | Mar 2026 |
|
| Centaurus Financial | 8.4k | $354k | -11% | Mar 2026 |
|
| Beacon Pointe Advisors | 7.9k | $346k | 0% | Dec 2025 |
|
| AdvisorNet Financial | 7.7k | $325k | 52% | Mar 2026 |
|
| AE Wealth Management | 7.6k | $320k | 1% | Mar 2026 |
|
| Mariner Wealth Advisors | 7.4k | $312k | 0% | Mar 2026 |
|
| Lauterbach Financial Advisors | 7.4k | $327k | 0% | Dec 2025 |
|
| N.E.W. Advisory Services | 6.7k | $283k | 0% | Mar 2026 |
|
| Davenport & Co | 6.7k | $280k | 0% | Mar 2026 |
|
| Pacific Asset Management | 6.5k | $274k | 0% | Mar 2026 |
|
| Cypress Wealth Services | 6.5k | $273k | 0% | Mar 2026 |
|
| Redwood Family Wealth | 6.1k | $256k | -3% | Mar 2026 |
|
| Susquehanna International | 5.8k | $255k | -68% | Dec 2025 |
|
| HORAN Wealth | 5.7k | $252k | 0% | Mar 2026 |
|
| Confluence Wealth Services | 5.5k | $229k | -3% | Mar 2026 |
|
| Argentarii | 5.2k | $216k | 100% | Mar 2026 |
|
| Goldman Sachs Group | 4.9k | $205k | -96% | Mar 2026 |
|
| Compass Financial Group | 4.9k | $205k | 0% | Mar 2026 |
|
| Bessemer | 4.1k | $173k | 0% | Mar 2026 |
|
| MCF Advisors | 4.1k | $172k | 2% | Mar 2026 |
|
| Signature | 4.0k | $168k | 0% | Mar 2026 |
|
| Colonial Asset Management | 3.9k | $166k | 0% | Mar 2026 |
|
| Aptus Capital Advisors | 2.6k | $110k | 4% | Mar 2026 |
|
| Innovative Asset Advisors Group | 1.5k | $62k | 100% | Mar 2026 |
|
| McIlrath & Eck | 1.0k | $43k | 21% | Mar 2026 |
|
| Hazlett, Burt & Watson | 994.00 | $42k | 0% | Mar 2026 |
|
| Bartlett & Co. Wealth Management | 955.00 | $44k | 0% | Mar 2026 |
|
| FMR | 945.00 | $42k | -1% | Dec 2025 |
|
| JNBA Financial Advisors | 933.00 | $39k | -3% | Mar 2026 |
|
| Nbc Securities | 821.00 | $35k | 0% | Mar 2026 |
|
| EverSource Wealth Advisors | 684.00 | $29k | 0% | Mar 2026 |
|
| Financial Life Planners | 565.00 | $24k | 100% | Mar 2026 |
|
| William Blair $ Company | 525.00 | $22k | 0% | Mar 2026 |
|
| IFP Advisors | 509.00 | $21k | 11% | Mar 2026 |
|
| Hartland & Co | 462.00 | $19k | 0% | Mar 2026 |
|
| Longview Financial Advisors | 450.00 | $19k | 100% | Mar 2026 |
|
| Simplex Trading | 437.00 | $19k | 221% | Dec 2025 |
|
| Hughes Financial Services | 391.00 | $16k | 0% | Mar 2026 |
|
| Howe and Rusling | 371.00 | $16k | 100% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 318.00 | $13k | 0% | Mar 2026 |
|
| Vanguard Advisers | 307.00 | $13k | 100% | Mar 2026 |
|
| CoreCap Advisors | 200.00 | $8.4k | 0% | Mar 2026 |
|
| Ashton Thomas Private Wealth | 193.00 | $8.1k | 100% | Mar 2026 |
|
| Armstrong Advisory Group | 160.00 | $6.7k | 1% | Mar 2026 |
|
| Keating Financial Advisory Services | 158.00 | $6.6k | 100% | Mar 2026 |
|
| Strategic Advocates | 111.00 | $4.7k | 0% | Mar 2026 |
|
| Pnc Financial Services | 100.00 | $4.2k | 0% | Mar 2026 |
|
| Meramec Financial Planners | 41.00 | $1.9k | 0% | Mar 2026 |
|
| Wells Fargo & Company | 0 | $0 | -100% | Mar 2026 |
|
Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strive Asset Management | Sep 2025 | 615k | $27M |
| Feltz Wealth PLAN | Dec 2025 | 81k | $3.6M |
| CLS Investments | Dec 2025 | 41k | $1.8M |
| Exit Wealth Advisors | Dec 2025 | 9.0k | $398k |
| Gts Securities | Sep 2025 | 9.0k | $387k |
| Linscomb & Williams | Dec 2025 | 8.7k | $383k |
| CPR Investments | Dec 2025 | 7.6k | $333k |
| Nikulski Financial | Sep 2025 | 7.0k | $302k |
| Wealth Enhancement Advisory Services | Dec 2025 | 6.7k | $300k |
| Hanson McClain Advisors | Sep 2025 | 5.8k | $249k |
| OneAscent Financial Services | Dec 2025 | 5.1k | $226k |
| Moneta Group Investment Advisors | Dec 2025 | 4.7k | $205k |
| Key Client Fiduciary Advisors | Dec 2025 | 4.6k | $203k |
| Jpmorgan Chase & Co | Sep 2025 | 405.00 | $18k |
| Capital Investment Advisory Services | Dec 2025 | 230.00 | $10k |