Who owns EA SERIES TRUST?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 942k $46M 1% Jun 2026
 View chart
Raymond James Financial 642k $31M 5% Jun 2026
 View chart
Holistic Planning 585k $28M 21% Jun 2026
 View chart
Branch Banking & Trust Company 491k $24M 10% Jun 2026
 View chart
United Advisor Group 391k $19M 3% Jun 2026
 View chart
Stifel Financial 381k $18M -3% Jun 2026
 View chart
Kestra Advisory Services 307k $15M 14% Jun 2026
 View chart
Jones Financial Companies, L.L 292k $14M 16% Jun 2026
 View chart
LPL Financial 279k $14M 5% Jun 2026
 View chart
Weaver Capital Management 278k $12M 0% Jun 2026
 View chart
Ethos Financial Group 234k $11M 1% Jun 2026
 View chart
Commonwealth Equity Services 211k $10M 3% Jun 2026
 View chart
Northwestern Mutual Wealth Management Company 187k $9.0M -16% Jun 2026
 View chart
Ascent Advisors 179k $8.7M 100% Jun 2026
 View chart
Secured Retirement Advisors 179k $8.6M -4% Jun 2026
 View chart
Foundations Investment Advisors 179k $8.6M 8% Jun 2026
 View chart
Sage Capital Management 155k $7.5M 9% Jun 2026
 View chart
Hegarty Advisors 152k $7.3M 0% Jun 2026
 View chart
Royal Bank of Canada 148k $7.2M -2% Jun 2026
 View chart
Essex Financial Services 148k $7.2M 0% Jun 2026
 View chart
Envestnet Asset Management 139k $6.7M 33% Jun 2026
 View chart
Cetera Investment Advisers 135k $6.5M -2% Jun 2026
 View chart
Bank of America Corporation 118k $5.7M 3% Jun 2026
 View chart
UBS Group 110k $5.3M -11% Jun 2026
 View chart
Fairman Group 108k $5.2M 0% Jun 2026
 View chart
Captrust Financial Advisors 96k $4.6M 22% Jun 2026
 View chart
Betterment 91k $4.4M 10% Jun 2026
 View chart
WealthPlan Investment Management 86k $4.1M -1% Jun 2026
 View chart
Sanctuary Advisors 82k $3.9M 0% Jun 2026
 View chart
Visionary Wealth Advisors 77k $3.7M -13% Jun 2026
 View chart
S.A. Mason 76k $3.7M 2% Jun 2026
 View chart
Financial Management Network 76k $3.6M 7% Jun 2026
 View chart
Creative Planning 73k $3.5M 0% Jun 2026
 View chart
Rockefeller Capital Management 73k $3.5M -3% Jun 2026
 View chart
Stenger Family Office 68k $3.3M -15% Jun 2026
 View chart
Janney Montgomery Scott 56k $2.7M 10% Jun 2026
 View chart
Traphagen Investment Advisors 55k $2.6M 0% Jun 2026
 View chart
Curran Financial Partners 54k $2.6M 37% Jun 2026
 View chart
Mml Investors Services 46k $2.2M 28% Jun 2026
 View chart
Change Path 46k $2.2M -11% Jun 2026
 View chart
Cambridge Investment Research Advisors 43k $2.1M -14% Jun 2026
 View chart
Citadel Advisors 41k $2.0M 152% Jun 2026
 View chart
Geneos Wealth Management 39k $1.9M 1% Jun 2026
 View chart
Pensionmark Financial Group 36k $1.5M 0% Jun 2026
 View chart
Susquehanna International 35k $1.7M 49% Jun 2026
 View chart
Natixis Asset Management Advisors 35k $1.7M -21% Jun 2026
 View chart
Advisor Group Holdings 33k $1.6M 2% Jun 2026
 View chart
Wiley Bros.-aintree Capital 30k $1.4M -7% Jun 2026
 View chart
Second Half Financial Partners 30k $1.4M -1% Jun 2026
 View chart
Paragon Capital Management 28k $1.4M 1% Jun 2026
 View chart
CWM 26k $1.1M 0% Mar 2026
 View chart
Snowden Capital Advisors 25k $1.2M 0% Jun 2026
 View chart
Thryve Wealth Management 23k $1.1M -4% Jun 2026
 View chart
CPR Investments 23k $1.1M 100% Jun 2026
 View chart
Jpmorgan Chase & Co 23k $1.1M 100% Jun 2026
 View chart
Grantvest Financial Group 22k $1.1M 8% Jun 2026
 View chart
Equity Wealth Partners 22k $1.1M -3% Jun 2026
 View chart
Gts Securities 22k $1.0M 175% Jun 2026
 View chart
Indiana Trust & Investment Management 21k $1.0M -8% Jun 2026
 View chart
Balance Wealth 21k $1.0M 4% Jun 2026
 View chart
Everhart Financial Group 20k $986k -2% Jun 2026
 View chart
PDS Planning 20k $946k 0% Jun 2026
 View chart
Woodard & Co Asset Management Group 19k $936k 1% Jun 2026
 View chart
Pin Oak Investment Advisors 19k $924k 0% Jun 2026
 View chart
Steward Partners Investment Advisory 19k $902k 7% Jun 2026
 View chart
Immaculate Wealth Management 19k $893k 7% Jun 2026
 View chart
Goepper Burkhardt 18k $870k 3% Jun 2026
 View chart
Merit Financial Group 17k $824k 0% Jun 2026
 View chart
PFG Investments 17k $796k 7% Jun 2026
 View chart
Advisory Services Network 15k $730k 0% Jun 2026
 View chart
Chicago Partners Investment 15k $716k -1% Jun 2026
 View chart
Belpointe Asset Management 14k $674k -54% Jun 2026
 View chart
Future Financial Wealth Managment 14k $662k 0% Jun 2026
 View chart
Advyzon Investment Management 13k $632k -1% Jun 2026
 View chart
Trilogy Capital 12k $595k 0% Jun 2026
 View chart
Morgan Stanley 12k $572k -19% Mar 2026
 View chart
Fulton Bank, NA 12k $580k 0% Jun 2026
 View chart
Parallel Advisors 12k $559k 1% Jun 2026
 View chart
Goldman Sachs Group 11k $548k 132% Jun 2026
 View chart
1776 Wealth 11k $524k 0% Jun 2026
 View chart
Gibson Capital 11k $516k -1% Jun 2026
 View chart
CIBC Bancorp USA 10k $503k 0% Jun 2026
 View chart
HighTower Advisors 10k $502k 11% Jun 2026
 View chart
Gwn Securities 10k $489k 0% Jun 2026
 View chart
Goss Wealth Management 10k $487k -1% Jun 2026
 View chart
Intl Fcstone 9.8k $473k -25% Jun 2026
 View chart
TCP Asset Management 9.6k $466k 9% Jun 2026
 View chart
Client 1st Advisory Group 9.6k $465k 0% Jun 2026
 View chart
Wealth Enhancement Advisory Services 9.3k $454k 100% Jun 2026
 View chart
Streettalk Advisors 8.7k $420k 0% Jun 2026
 View chart
Lauterbach Financial Advisors 8.6k $418k 0% Jun 2026
 View chart
Centaurus Financial 8.6k $414k 2% Jun 2026
 View chart
Harbour Investments 8.6k $414k -2% Jun 2026
 View chart
Beacon Pointe Advisors 8.5k $412k 0% Jun 2026
 View chart
Independent Financial Group 8.4k $407k -3% Jun 2026
 View chart
AdvisorNet Financial 8.2k $397k 6% Jun 2026
 View chart
AQR Capital Management 8.1k $393k 100% Jun 2026
 View chart
AE Wealth Management 7.6k $368k 0% Jun 2026
 View chart
Redwood Family Wealth 7.1k $342k 16% Jun 2026
 View chart
N.E.W. Advisory Services 6.7k $326k 0% Jun 2026
 View chart
Davenport & Co 6.7k $323k 0% Jun 2026
 View chart
Cypress Wealth Services 6.5k $315k 0% Jun 2026
 View chart
Mariner Wealth Advisors 6.1k $296k -17% Jun 2026
 View chart
Pacific Asset Management 5.5k $264k -16% Jun 2026
 View chart
Argentarii 5.4k $268k 4% Jun 2026
 View chart
HORAN Wealth 5.3k $257k -7% Jun 2026
 View chart
Confluence Wealth Services 5.0k $242k -8% Jun 2026
 View chart
Compass Financial Group 4.9k $236k 0% Jun 2026
 View chart
Moneta Group Investment Advisors 4.7k $226k 100% Jun 2026
 View chart
Premier Private Wealth Management 4.6k $221k 100% Jun 2026
 View chart
Key Client Fiduciary Advisors 4.6k $221k 100% Jun 2026
 View chart
CI Private Wealth 4.4k $212k 100% Jun 2026
 View chart
Sagespring Wealth Partners 4.3k $209k 100% Jun 2026
 View chart
Cdm Financial Counseling Services 4.3k $206k 100% Jun 2026
 View chart
Bessemer 4.1k $199k 0% Jun 2026
 View chart
Signature 4.0k $193k 0% Jun 2026
 View chart
Colonial Asset Management 3.9k $191k 0% Jun 2026
 View chart
Aptus Capital Advisors 2.5k $121k -4% Jun 2026
 View chart
Mercer Global Advisors 2.0k $97k 100% Jun 2026
 View chart
IFG Advisory 1.5k $73k 100% Jun 2026
 View chart
Innovative Asset Advisors Group 1.5k $72k 0% Jun 2026
 View chart
FMR 1.4k $67k 8% Jun 2026
 View chart
Integrated Wealth Concepts 1.3k $64k 100% Jun 2026
 View chart
McIlrath & Eck 1.0k $43k 21% Mar 2026
 View chart
Hazlett, Burt & Watson 994.00 $49k 0% Jun 2026
 View chart
Bartlett & Co. Wealth Management 955.00 $46k 0% Jun 2026
 View chart
EverSource Wealth Advisors 941.00 $45k 38% Jun 2026
 View chart
JNBA Financial Advisors 933.00 $45k 0% Jun 2026
 View chart
Nbc Securities 821.00 $40k 0% Jun 2026
 View chart
Financial Life Planners 566.00 $27k 0% Jun 2026
 View chart
William Blair $ Company 525.00 $25k 0% Jun 2026
 View chart
IFP Advisors 476.00 $23k -6% Jun 2026
 View chart
Hartland & Co 463.00 $22k 0% Jun 2026
 View chart
Hughes Financial Services 391.00 $19k 0% Jun 2026
 View chart
Vanguard Advisers 307.00 $15k 0% Jun 2026
 View chart
Wells Fargo & Company 201.00 $9.7k 100% Jun 2026
 View chart
CoreCap Advisors 200.00 $9.7k 0% Jun 2026
 View chart
Ashton Thomas Private Wealth 193.00 $9.3k 0% Jun 2026
 View chart
Action Point Financial Planning 171.00 $8.2k 100% Jun 2026
 View chart
Armstrong Advisory Group 160.00 $7.7k 0% Jun 2026
 View chart
Keating Financial Advisory Services 158.00 $7.6k 0% Jun 2026
 View chart
Strategic Advocates 111.00 $5.4k 0% Jun 2026
 View chart
Pnc Financial Services 100.00 $4.8k 0% Jun 2026
 View chart
MCF Advisors 100.00 $4.8k -98% Jun 2026
 View chart
Simplex Trading 91.00 $4.4k 100% Jun 2026
 View chart
Meramec Financial Planners 41.00 $1.9k 0% Jun 2026
 View chart

Who sold out of Ea Series Trust?

Fund or Company Name Date Sold Shares Held Valued At
Independent Advisor Alliance Mar 2026 20k $818k
Jane Street Mar 2026 14k $603k
Guardian Wealth Advisors, Llc / Nc Mar 2026 2.4k $99k
Longview Financial Advisors Mar 2026 450.00 $19k
Howe and Rusling Mar 2026 371.00 $16k
Ubs Global Asset Management Americas Mar 2026 318.00 $13k