EA SERIES TRUST (AMID)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
17
Reporting holders
$101.3M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | $64.0M | 1,756,927 | 0.47% | 16q | -2.6%-$1.7M |
| Corient Private Wealth LP | $20.7M | 568,297 | 0.01% | 5q | +310.5%+$15.7M |
| Orion Porfolio Solutions, LLC | $8.3M | 226,977 | 0.06% | 8q | -2.3%-$191.9K |
| Maia Wealth LLC | $3.0M | 82,266 | 0.44% | 8q | +15.3%+$398.7K |
| Krilogy Financial LLC | $2.7M | 72,802 | 0.08% | 2q | +59.5%+$989.7K |
| GTS SECURITIES LLC | $691.3K | 18,967 | 0.01% | 3q | HELD |
| Directional Asset Management | $657.5K | 18,040 | 0.56% | 3q | -32.8%-$320.4K |
| RAYMOND JAMES FINANCIAL INC | $539.4K | 14,800 | 0.00% | 7q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $434.2K | 11,915 | 0.01% | 16q | HELD |
| Global Retirement Partners, LLC | $86.8K | 2,383 | 0.00% | 7q | -13.0%-$13.0K |
| Integrated Wealth Concepts LLC | $77.3K | 2,121 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $63.5K | 1,768 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $53.8K | 1,475 | 0.00% | 5q | -1.9%-$1.1K |
| MPWM ADVISORY SOLUTIONS, LLC | $6.9K | 189 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $6.4K | 175 | 0.00% | 3q | -97.7%-$266.7K |
| Private Wealth Asset Management, LLC | $6.2K | 170 | 0.00% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $328 | 9 | 0.00% | 2q | 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 | 17 | $101.3M | 2,779,281 | 2 | 3 | 6 | 0.0% |
| Q1 2026 | 21 | $77.2M | 2,396,745 | 7 | 6 | 4 | 0.0% |
| Q4 2025 | 17 | $82.7M | 2,463,191 | 4 | 4 | 3 | 0.0% |
| Q3 2025 | 18 | $84.6M | 2,486,735 | 2 | 5 | 5 | 0.0% |
| Q2 2025 | 18 | $78.6M | 2,363,849 | 5 | 7 | 3 | 0.0% |
| Q1 2025 | 16 | $82.7M | 2,605,151 | 3 | 7 | 2 | 0.0% |
| Q4 2024 | 20 | $85.0M | 2,488,967 | 4 | 6 | 4 | 0.0% |
| Q3 2024 | 13 | $64.7M | 1,830,235 | 8 | 4 | 1 | 0.0% |
| Q2 2024 | 6 | $33.2M | 1,028,184 | 2 | 2 | 0 | 0.0% |
| Q1 2024 | 7 | $36.7M | 1,073,438 | 2 | 2 | 1 | 0.0% |
| Q4 2023 | 7 | $26.8M | 885,106 | 2 | 1 | 1 | 0.0% |
| Q3 2023 | 5 | $16.2M | 623,580 | 1 | 1 | 0 | 0.0% |
| Q2 2023 | 4 | $15.5M | 579,310 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 4 | $13.8M | 563,795 | 1 | 2 | 0 | 0.0% |
| Q4 2022 | 4 | $12.2M | 481,742 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 2 | $9.9M | 466,852 | 2 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.0K | 288 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 58 | $200.7M | 38,456,098 | 14 | 17 | 10 | 0.9% |
| Q1 2019 | 62 | $183.1M | 35,106,304 | 17 | 14 | 17 | 0.9% |
| Q4 2018 | 58 | $96.7M | 30,878,816 | 2 | 1 | 2 | 3.3% |