Who owns EA SERIES TRUST?
- Ticker: STXV
- CUSIP Number: 02072l599
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 |
|---|---|---|---|---|---|
| Holistic Planning | 628k | $20M | 7% | Sep 2025 |
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| Advyzon Investment Management | 417k | $14M | 2% | Sep 2025 |
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| Feltz Wealth PLAN | 187k | $6.0M | 5% | Sep 2025 |
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| OxenFree Capital | 158k | $5.1M | 9% | Sep 2025 |
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| Cambridge Investment Research Advisors | 50k | $1.6M | -5% | Sep 2025 |
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| Everhart Financial Group | 41k | $1.3M | -7% | Sep 2025 |
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| Gts Securities | 31k | $994k | -10% | Sep 2025 |
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| Intl Fcstone | 25k | $805k | -2% | Sep 2025 |
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| Paragon Capital Management | 22k | $721k | 3% | Sep 2025 |
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| Summit Financial | 22k | $701k | 100% | Sep 2025 |
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| Merit Financial Group | 17k | $563k | -30% | Sep 2025 |
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| Essex Financial Services | 16k | $515k | 0% | Sep 2025 |
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| Venture Visionary Partners | 14k | $464k | -1% | Sep 2025 |
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| Mml Investors Services | 14k | $463k | 27% | Sep 2025 |
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| Key Client Fiduciary Advisors | 13k | $432k | -2% | Sep 2025 |
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| Advisor Group Holdings | 11k | $350k | -2% | Sep 2025 |
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| Harbour Investments | 11k | $347k | 1% | Sep 2025 |
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| Kestra Advisory Services | 7.9k | $255k | 0% | Sep 2025 |
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| McKinley Carter Wealth Services | 7.2k | $234k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 5.5k | $176k | 100% | Sep 2025 |
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| McIlrath & Eck | 2.1k | $69k | 0% | Sep 2025 |
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| William Blair $ Company | 513.00 | $17k | 100% | Sep 2025 |
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| N.E.W. Advisory Services | 379.00 | $12k | 0% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $39.000000 | 0% | Sep 2025 |
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| Morgan Stanley | 1.00 | $32.000000 | 100% | Jun 2025 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameriflex Group | Jun 2025 | 4.0k | $124k |