EA SERIES TRUST (BUXX)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
65
Reporting holders
$238.7M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Rockport Wealth LLC | $75.9M | 3,750,225 | 12.75% | 5q | +1.8%+$1.3M |
| UPTICK PARTNERS, LLC | $23.3M | 1,152,858 | 3.63% | 11q | +9.7%+$2.1M |
| STIFEL FINANCIAL CORP | $23.1M | 1,140,711 | 0.02% | 11q | -10.5%-$2.7M |
| JONES FINANCIAL COMPANIES LLLP | $11.9M | 584,617 | 0.00% | 6q | +14.8%+$1.5M |
| Copia Wealth Management | $10.5M | 517,622 | 6.29% | 7q | +8.8%+$851.2K |
| OxenFree Capital LLC | $8.1M | 401,157 | 3.72% | 11q | +73.4%+$3.4M |
| MML INVESTORS SERVICES, LLC | $7.7M | 380,302 | 0.02% | 9q | +142.2%+$4.5M |
| WMG Financial Advisors, LLC | $6.1M | 302,685 | 2.31% | 7q | +95.0%+$3.0M |
| Grantvest Financial Group LLC | $4.8M | 237,766 | 2.79% | 7q | HELD |
| Haven Private, LLC | $4.1M | 202,803 | 1.56% | 3q | +51.2%+$1.4M |
| Farther Finance Advisors, LLC | $4.0M | 196,132 | 0.03% | 4q | -55.8%-$5.0M |
| OSAIC HOLDINGS, INC. | $3.6M | 179,985 | 0.00% | 11q | +36.3%+$969.9K |
| Hobbs Group Advisors, LLC | $3.0M | 149,229 | 0.79% | new | NEW |
| NWAM LLC | $2.9M | 141,275 | 0.14% | new | NEW |
| Tidal Investments LLC | $2.8M | 138,724 | 0.00% | 2q | +20.5%+$478.5K |
| Integrated Advisors Network LLC | $2.6M | 126,816 | 0.12% | 6q | +42.5%+$765.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 124,760 | 0.00% | 5q | -34.2%-$1.3M |
| Advyzon Investment Management, LLC | $2.5M | 123,440 | 0.18% | 7q | -24.7%-$818.4K |
| J.W. COLE ADVISORS, INC. | $2.3M | 113,401 | 0.04% | 5q | +67.6%+$925.9K |
| TCP Asset Management, LLC | $2.2M | 109,249 | 0.25% | 11q | -11.1%-$277.4K |
| Foundations Investment Advisors, LLC | $2.1M | 104,020 | 0.02% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 94,903 | 0.00% | 3q | +4.0%+$73.1K |
| NewEdge Advisors, LLC | $1.9M | 91,735 | 0.01% | 5q | -5.9%-$116.7K |
| B. Riley Wealth Advisors, Inc. | $1.8M | 88,727 | 0.10% | 4q | +46.2%+$566.8K |
| Prostatis Group LLC | $1.7M | 83,695 | 0.39% | 7q | -4.0%-$71.1K |
| Essex Financial Services, Inc. | $1.6M | 80,126 | 0.08% | 11q | +4.5%+$69.5K |
| THRYVE WEALTH MANAGEMENT LLC | $1.6M | 78,341 | 0.89% | 3q | +9.3%+$135.3K |
| Ergawealth Advisors, Inc. | $1.6M | 76,761 | 0.60% | 4q | -7.6%-$128.2K |
| PRIMORIS WEALTH ADVISORS, LLC | $1.3M | 63,301 | 0.58% | new | NEW |
| Ethos Financial Group, LLC | $1.2M | 59,981 | 0.08% | 4q | +31.2%+$288.8K |
| Fiscal Wisdom Wealth Management, LLC | $1.1M | 54,091 | 0.93% | 4q | -10.6%-$130.3K |
| Realta Investment Advisors | $1.1M | 53,951 | 0.34% | 6q | +9.8%+$97.1K |
| Allworth Financial LP | $1.0M | 50,231 | 0.00% | new | NEW |
| Ascent Advisors, LLC | $1.0M | 49,814 | 1.16% | 2q | +12.4%+$110.7K |
| Synergy Asset Management, LLC | $984.9K | 48,660 | 0.09% | new | NEW |
| Summit Financial, LLC | $891.6K | 44,051 | 0.01% | 3q | +20.5%+$151.9K |
| HighTower Advisors, LLC | $867.7K | 42,870 | 0.00% | 7q | -48.2%-$809.0K |
| TCFG Investment Advisors, LLC | $864.9K | 42,734 | 0.29% | 2q | -79.8%-$3.4M |
| Brookwood Investment Group LLC | $847.5K | 41,870 | 0.10% | 3q | +33.4%+$212.0K |
| Authentikos Wealth Advisory, LLC | $739.8K | 36,550 | 0.47% | 8q | -10.3%-$84.8K |
| Stratos Wealth Advisors, LLC | $702.0K | 34,685 | 0.04% | 9q | -3.6%-$25.9K |
| Meridian Wealth Management, LLC | $692.1K | 34,196 | 0.02% | new | NEW |
| Convergence Financial, LLC | $609.4K | 30,111 | 0.05% | new | NEW |
| HICKS CAPITAL MANAGEMENT LLC | $512.4K | 25,317 | 0.42% | 3q | -5.8%-$31.6K |
| CLG LLC | $508.5K | 25,125 | 0.11% | 7q | -9.5%-$53.2K |
| Simplicity Wealth,LLC | $499.9K | 24,700 | 0.02% | 4q | HELD |
| Independent Wealth Network Inc. | $475.7K | 23,501 | 0.12% | 4q | -23.1%-$143.1K |
| CITADEL ADVISORS LLC | $441.1K | 21,793 | 0.00% | 2q | -38.3%-$273.7K |
| Kovack Advisors, Inc. | $424.1K | 20,989 | 0.02% | 3q | -47.0%-$375.4K |
| Compound Planning, Inc. | $387.9K | 19,164 | 0.01% | 4q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $381.4K | 18,846 | 0.00% | 8q | +15.3%+$50.6K |
| Estate Planners Group, LLC | $339.5K | 16,772 | 0.15% | 3q | +2.4%+$8.1K |
| Balboa Wealth Partners | $331.8K | 16,395 | 0.05% | 6q | +3.1%+$9.9K |
| Belpointe Asset Management LLC | $327.9K | 16,201 | 0.01% | 9q | -37.7%-$198.8K |
| Trilogy Capital Inc. | $302.7K | 14,956 | 0.01% | 7q | HELD |
| INTEGRITY ALLIANCE, LLC. | $295.7K | 14,609 | 0.01% | 3q | HELD |
| GWN SECURITIES INC. | $288.0K | 14,229 | 0.05% | 6q | +1.1%+$3.0K |
| Cannon Advisors, Inc. | $280.0K | 13,843 | 0.17% | 7q | -44.7%-$226.4K |
| TECTONIC ADVISORS LLC | $263.1K | 13,000 | 0.01% | 2q | +26.8%+$55.7K |
| Steward Partners Investment Advisory, LLC | $214.5K | 10,599 | 0.00% | 2q | HELD |
| Corus Family Wealth Advisors | $202.2K | 9,989 | 0.14% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $135.6K | 6,700 | 0.03% | 2q | -57.3%-$182.2K |
| Integrated Wealth Concepts LLC | $110.1K | 5,440 | 0.00% | new | NEW |
| UBS Group AG | $10.1K | 500 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $5.2K | 254,668 | 0.01% | 11q | -15.7% |
| AE Wealth Management LLC | $2.0K | 100 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $421 | 20,787 | 0.02% | 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 | 65 | $238.7M | 11,791,929 | 12 | 26 | 21 | 0.0% |
| Q1 2026 | 65 | $267.4M | 13,209,484 | 10 | 33 | 16 | 0.0% |
| Q4 2025 | 61 | $175.1M | 8,649,634 | 12 | 24 | 16 | 0.0% |
| Q3 2025 | 53 | $156.2M | 7,700,868 | 11 | 15 | 20 | 0.0% |
| Q2 2025 | 53 | $159.6M | 7,853,928 | 12 | 25 | 11 | 0.0% |
| Q1 2025 | 45 | $131.0M | 6,451,115 | 13 | 21 | 9 | 0.0% |
| Q4 2024 | 36 | $110.2M | 5,435,409 | 12 | 13 | 5 | 0.0% |
| Q3 2024 | 25 | $76.9M | 3,788,661 | 5 | 13 | 3 | 0.0% |
| Q2 2024 | 23 | $70.1M | 3,465,348 | 9 | 6 | 5 | 0.0% |
| Q1 2024 | 17 | $59.6M | 2,946,198 | 5 | 10 | 2 | 0.0% |
| Q4 2023 | 15 | $42.9M | 2,124,775 | 10 | 1 | 2 | 0.0% |
| Q3 2023 | 5 | $27.3M | 1,357,564 | 5 | 0 | 0 | 0.0% |