EA SERIES TRUST (BRES)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
7
Reporting holders
$668.5M
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 |
|---|---|---|---|---|---|
| BURNEY CO/ | $664.8M | 24,699,277 | 17.92% | 2q | +3.5%+$22.3M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.6M | 57,737 | 0.67% | 2q | HELD |
| HUB Investment Partners, LLC | $813.9K | 30,242 | 0.01% | new | NEW |
| GTS SECURITIES LLC | $697.9K | 25,930 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $393.5K | 14,619 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $207.9K | 7,726 | 0.00% | new | NEW |
| UBS Group AG | $42.9K | 1,594 | 0.00% | new | NEW |
| Coppell Advisory Solutions LLC | $8.9K | 216,802 | 0.00% | 2q | +11.6% |
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 | $668.5M | 24,837,125 | 5 | 1 | 0 | 0.0% |
| Q1 2026 | 3 | $576.5M | 24,123,935 | 3 | 0 | 0 | 0.0% |