EA SERIES TRUST (CDIG)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
9
Reporting holders
$43.3M
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 |
|---|---|---|---|---|---|
| Allegheny Financial Group | $36.7M | 1,432,307 | 3.90% | 4q | +19.1%+$5.9M |
| Lakeridge Wealth Management LLC | $3.4M | 130,934 | 1.23% | 3q | +96.7%+$1.7M |
| Farther Finance Advisors, LLC | $1.2M | 46,381 | 0.01% | 3q | +39.3%+$335.7K |
| JANE STREET GROUP, LLC | $606.9K | 23,670 | 0.00% | new | NEW |
| CASCADE INVESTMENT GROUP, INC. | $599.3K | 23,373 | 0.34% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $296.2K | 11,552 | 0.00% | 2q | +24.4%+$58.0K |
| World Investment Advisors | $296.2K | 11,552 | 0.00% | 2q | +10.2%+$27.3K |
| OSAIC HOLDINGS, INC. | $243.3K | 9,487 | 0.00% | 3q | +446.8%+$198.8K |
| Integrated Wealth Concepts LLC | $8.7K | 341 | 0.00% | new | NEW |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $397 | 15,400 | 0.05% | 2q | +77.0% |
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 | 9 | $43.3M | 1,689,597 | 2 | 6 | 0 | 0.0% |
| Q1 2026 | 8 | $33.5M | 1,348,596 | 3 | 5 | 0 | 0.0% |
| Q4 2025 | 10 | $28.9M | 1,157,950 | 7 | 3 | 0 | 0.0% |
| Q3 2025 | 3 | $2.4M | 95,447 | 3 | 0 | 0 | 0.0% |