EA SERIES TRUST (BFLB)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
7
Reporting holders
$70.8M
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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | $51.4M | 944,860 | 2.55% | 3q | -9.7%-$5.5M |
| WealthPLAN Partners, LLC | $10.2M | 186,413 | 1.94% | 3q | +2.0%+$199.5K |
| Steward Partners Investment Advisory, LLC | $6.9M | 126,825 | 0.04% | 2q | +9.3%+$587.4K |
| CWC Advisors, LLC. | $1.4M | 26,545 | 0.64% | new | NEW |
| OLD MISSION CAPITAL LLC | $662.5K | 12,167 | 0.01% | 2q | +79.3%+$293.0K |
| Composition Wealth, LLC | $200.1K | 3,675 | 0.00% | new | NEW |
| UBS Group AG | $27.3K | 502 | 0.00% | 3q | +182.0%+$17.6K |
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 | 7 | $70.8M | 1,300,987 | 2 | 4 | 1 | 0.0% |
| Q1 2026 | 5 | $67.3M | 1,351,851 | 2 | 2 | 1 | 0.0% |
| Q4 2025 | 5 | $60.8M | 1,191,756 | 5 | 0 | 0 | 0.0% |