EA SERIES TRUST (AFOS)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
13
Reporting holders
$284.1M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | $262.4M | 5,625,529 | 11.46% | 5q | HELD |
| NewEdge Advisors, LLC | $9.9M | 212,255 | 0.03% | 5q | HELD |
| NEW WAVE WEALTH ADVISORS LLC | $5.3M | 114,546 | 0.73% | 2q | +1391.5%+$5.0M |
| IFP Advisors, Inc | $1.2M | 26,635 | 0.02% | 2q | +70.5%+$513.7K |
| MGO ONE SEVEN LLC | $1.2M | 26,131 | 0.02% | 2q | +172.1%+$771.0K |
| GOLDMAN SACHS GROUP INC | $801.3K | 17,179 | 0.00% | 2q | +207.9%+$541.1K |
| FORTRESS PRIVATE LEDGER, LLC | $798.6K | 17,120 | 0.22% | 3q | +29.7%+$182.8K |
| ShoreHaven Wealth Partners, LLC | $767.5K | 16,454 | 0.24% | 4q | -1.6%-$12.5K |
| PRINCIPAL SECURITIES, INC. | $473.3K | 10,146 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $473.3K | 10,146 | 0.00% | new | NEW |
| Tiller Private Wealth, Inc. | $364.4K | 7,813 | 0.11% | 3q | HELD |
| GTS SECURITIES LLC | $292.3K | 6,266 | 0.01% | 4q | -67.4%-$604.4K |
| MORGAN STANLEY | $10.9K | 234 | 0.00% | new | NEW |
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 | 13 | $284.1M | 6,090,454 | 3 | 5 | 2 | 0.0% |
| Q1 2026 | 10 | $207.6M | 5,744,559 | 5 | 4 | 1 | 0.0% |
| Q4 2025 | 6 | $202.1M | 5,879,590 | 2 | 1 | 1 | 0.0% |
| Q3 2025 | 4 | $179.1M | 5,846,060 | 2 | 0 | 1 | 0.0% |
| Q2 2025 | 2 | $149.9M | 5,856,503 | 2 | 0 | 0 | 0.0% |