EA SERIES TRUST
CUSIP 02072L656
Ea Series Trust has 9 institutional holders in Filings Flow’s 13F database, together reporting 223.8K shares worth $9M as of Q1 2026. The largest reported holders are Altrius Capital Management Inc, Global View Capital Management LLC, and One Wealth Management Investment & Advisory Services, LLC.
Institutional Holders
9
Q1 2026
Reported Value
$9M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Altrius Capital Management Inc$503M AUM | 1.34% | $7M | 164.7K | Q1 2026 |
| Harpswell Capital Advisors, LLC$134M AUM | 0.31% | $410,284 | 10.0K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 0.22% | $844,118 | 20.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $496,485 | 12.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $65,928 | 1.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $426,285 | 10.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $97,000 | 2.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $17,518 | 475 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $78 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.