EA SERIES TRUST (BRNY)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
15
Reporting holders
$443.5M
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 |
|---|---|---|---|---|---|
| BURNEY CO/ | $431.4M | 7,412,016 | 11.63% | 15q | +6.4%+$26.1M |
| Triad Wealth Partners, LLC | $3.8M | 65,220 | 0.22% | 3q | -48.5%-$3.6M |
| OSAIC HOLDINGS, INC. | $3.5M | 60,801 | 0.00% | 4q | -9.5%-$371.9K |
| Canal Capital Management, LLC | $2.1M | 36,520 | 0.26% | 12q | HELD |
| Schorn Wealth LLC | $785.4K | 13,495 | 0.21% | 11q | -4.2%-$34.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $403.9K | 6,941 | 0.00% | 2q | -72.2%-$1.0M |
| ZEGA Investments, LLC | $374.0K | 6,427 | 0.04% | 4q | -1.0%-$3.6K |
| Meridian Financial Partners LLC | $339.0K | 5,789 | 0.12% | 3q | HELD |
| Steigerwald, Gordon & Koch Inc. | $241.5K | 4,150 | 0.02% | 3q | HELD |
| Impact Partnership Wealth, LLC | $238.9K | 4,105 | 0.02% | new | NEW |
| Larson Financial Group LLC | $93.1K | 1,600 | 0.00% | new | NEW |
| Regatta Research & Money Management | $81.0K | 1,391 | 0.08% | new | FIRST |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $53.1K | 912 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $41.3K | 709 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.2K | 38 | 0.00% | new | NEW |
| Coppell Advisory Solutions LLC | $1.2K | 1,804,114 | 0.00% | 8q | +0.8% |
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 | 15 | $443.5M | 7,620,114 | 5 | 1 | 5 | 0.0% |
| Q1 2026 | 13 | $451.9M | 9,330,654 | 3 | 1 | 6 | 0.0% |
| Q4 2025 | 11 | $462.4M | 9,154,009 | 4 | 3 | 3 | 0.0% |
| Q3 2025 | 7 | $419.0M | 8,659,141 | 2 | 2 | 1 | 0.0% |
| Q2 2025 | 8 | $375.9M | 8,332,089 | 3 | 2 | 2 | 0.0% |
| Q1 2025 | 7 | $310.4M | 7,770,699 | 2 | 3 | 1 | 0.0% |
| Q4 2024 | 5 | $271.1M | 6,534,343 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 5 | $249.0M | 6,282,267 | 1 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $227.1M | 6,142,945 | 3 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $217.9M | 5,988,240 | 0 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $190.4M | 5,899,313 | 1 | 2 | 0 | 0.0% |
| Q3 2023 | 5 | $165.2M | 5,804,568 | 4 | 0 | 1 | 0.0% |
| Q2 2023 | 1 | $166.1M | 5,725,876 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $147.6M | 5,503,504 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $136.4M | 5,128,441 | 1 | 0 | 0 | 0.0% |