EA SERIES TRUST (BESF)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
3
Reporting holders
$968.9K
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 |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $704.0K | 18,225 | 0.00% | 4q | +117.4%+$380.1K |
| Integrated Wealth Concepts LLC | $231.6K | 6,000 | 0.00% | new | NEW |
| UBS Group AG | $33.3K | 863 | 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 | 3 | $968.9K | 25,088 | 2 | 1 | 0 | 0.0% |
| Q1 2026 | 1 | $341.0K | 8,385 | 0 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $474.9K | 14,180 | 0 | 0 | 1 | 0.0% |
| Q3 2025 | 2 | $450.0K | 15,447 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $209.0K | 8,000 | 1 | 0 | 0 | 0.0% |