EA SERIES TRUST (BOXA)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
8
Reporting holders
$4.6M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| RHS Financial, LLC | $1.4M | 13,580 | 0.58% | 5q | +27.4%+$309.5K |
| Kestra Advisory Services, LLC | $1.3M | 11,994 | 0.00% | 3q | +22.7%+$235.3K |
| E6 Portfolios, LLC | $492.7K | 4,653 | 0.39% | 3q | +5.9%+$27.6K |
| HARBOUR INVESTMENTS, INC. | $352.6K | 3,330 | 0.00% | 3q | HELD |
| FISCHER INVESTMENT STRATEGIES, LLC | $330.4K | 3,120 | 0.16% | 2q | +61.2%+$125.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $263.8K | 2,491 | 0.00% | 2q | +6.0%+$14.9K |
| World Investment Advisors | $242.0K | 2,300 | 0.00% | 2q | HELD |
| 55 North Private Wealth, LLC | $224.4K | 2,119 | 0.04% | 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 | 8 | $4.6M | 43,587 | 0 | 5 | 0 | 0.0% |
| Q1 2026 | 9 | $4.9M | 46,884 | 4 | 4 | 1 | 0.0% |
| Q4 2025 | 6 | $2.6M | 25,003 | 4 | 1 | 0 | 0.0% |
| Q3 2025 | 5 | $3.8M | 35,969 | 1 | 2 | 1 | 0.0% |
| Q2 2025 | 6 | $3.2M | 30,772 | 1 | 1 | 2 | 0.0% |
| Q1 2025 | 8 | $7.0M | 68,364 | 5 | 2 | 0 | 0.0% |
| Q4 2024 | 4 | $1.7M | 17,200 | 4 | 0 | 0 | 0.0% |