EA SERIES TRUST (BDGS)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
6
Reporting holders
$9.3M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Turner Financial Group, Inc. | $5.3M | 145,473 | 5.26% | new | FIRST |
| IFP Advisors, Inc | $2.0M | 55,705 | 0.04% | 7q | +4.3%+$83.9K |
| MATHER GROUP, LLC. | $1.7M | 47,324 | 0.01% | 2q | -33.4%-$862.2K |
| GTS SECURITIES LLC | $219.3K | 6,039 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $6.9K | 190 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.6K | 154,136 | 0.01% | 6q | +88.1%+$2.6K |
| UBS Group AG | $2.0K | 55 | 0.00% | 2q | -95.2%-$39.8K |
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 | 6 | $9.3M | 254,786 | 1 | 1 | 2 | 0.0% |
| Q1 2026 | 4 | $4.3M | 125,796 | 2 | 1 | 0 | 0.0% |
| Q4 2025 | 4 | $1.9M | 54,167 | 1 | 0 | 3 | 0.0% |
| Q3 2025 | 7 | $7.7M | 224,389 | 2 | 1 | 4 | 0.0% |
| Q2 2025 | 5 | $7.9M | 238,570 | 0 | 1 | 3 | 0.0% |
| Q1 2025 | 9 | $9.8M | 314,000 | 1 | 6 | 2 | 0.0% |
| Q4 2024 | 12 | $6.5M | 207,029 | 5 | 2 | 3 | 0.0% |
| Q3 2024 | 8 | $2.2M | 71,456 | 3 | 1 | 2 | 0.0% |
| Q2 2024 | 6 | $2.6M | 92,852 | 4 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $1.5M | 54,566 | 0 | 1 | 2 | 0.0% |
| Q4 2023 | 4 | $1.7M | 63,479 | 1 | 2 | 1 | 0.0% |
| Q3 2023 | 4 | $2.3M | 89,857 | 3 | 1 | 0 | 0.0% |
| Q2 2023 | 1 | $214.3K | 8,374 | 0 | 0 | 0 | 0.0% |