Who owns EA SERIES TRUST?
- Ticker: TBG
- CUSIP Number: 02072l375
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 |
|---|---|---|---|---|---|
| HighTower Advisors | 2.1M | $70M | 22% | Sep 2025 |
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| Abundance Wealth Counselors | 256k | $8.5M | 5% | Sep 2025 |
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| Cambridge Investment Research Advisors | 122k | $4.0M | 5% | Sep 2025 |
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| OneAscent Wealth Management | 109k | $3.6M | 100% | Sep 2025 |
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| OneAscent Financial Services | 29k | $954k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 65k | $2.1M | 70% | Sep 2025 |
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| Stifel Financial | 50k | $1.7M | 13% | Sep 2025 |
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| Stokes Capital Advisors | 48k | $1.6M | 1% | Sep 2025 |
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| Atria Investments | 44k | $1.4M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 40k | $1.3M | -5% | Sep 2025 |
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| Insight Wealth Partners | 39k | $1.3M | 103% | Sep 2025 |
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| Gts Securities | 34k | $1.1M | 236% | Sep 2025 |
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| OneAscent Family Office | 11k | $375k | 100% | Sep 2025 |
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| Susquehanna International | 10k | $341k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 8.4k | $277k | -1% | Sep 2025 |
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| Vivaldi Capital Management | 7.9k | $262k | 0% | Sep 2025 |
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| Envestnet Asset Management | 7.3k | $243k | 15% | Sep 2025 |
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| Plan A Wealth | 7.3k | $243k | 100% | Sep 2025 |
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| Traynor Capital Management | 6.4k | $211k | 0% | Sep 2025 |
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| Geneos Wealth Management | 4.9k | $161k | 3032% | Sep 2025 |
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| CWM | 4.6k | $151k | 100% | Sep 2025 |
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| Signature | 3.1k | $102k | 0% | Sep 2025 |
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| Advisor Group Holdings | 1.7k | $56k | 1% | Sep 2025 |
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| Wells Fargo & Company | 1.5k | $50k | 0% | Sep 2025 |
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| Morgan Stanley | 1.1k | $35k | 100% | Jun 2025 |
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| Capital Advisors | 1.1k | $36k | 125% | Sep 2025 |
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| Hilltop National Bank | 396.00 | $13k | 0% | Sep 2025 |
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| Capital Investment Advisory Services | 303.00 | $10k | 1% | Sep 2025 |
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| Sontag Advisory | 160.00 | $5.3k | 100% | Sep 2025 |
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| UBS Group | 101.00 | $3.3k | 100% | Sep 2025 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 29k | $939k |
| Raymond James Financial | Jun 2025 | 2.7k | $86k |
| Ameritas Advisory Services | Jun 2025 | 453.00 | $15k |