EA SERIES TRUST (AAAA)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
3
Reporting holders
$277.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | $276.8M | 9,090,785 | 20.28% | 4q | HELD |
| ROYAL BANK OF CANADA | $214.0K | 7,022 | 0.00% | 4q | +536.1%+$180.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $16.6K | 546 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3 | $277.0M | 9,098,353 | 0 | 1 | 0 | 0.0% |
| Q1 2026 | 3 | $242.6M | 9,067,475 | 0 | 1 | 2 | 0.0% |
| Q4 2025 | 4 | $245.6M | 8,983,477 | 0 | 2 | 0 | 0.0% |
| Q3 2025 | 5 | $235.4M | 8,828,993 | 5 | 0 | 0 | 0.0% |