EA SERIES TRUST (DDX)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
6
Reporting holders
$62.5M
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 |
|---|---|---|---|---|---|
| Orcam Financial Group | $47.8M | 1,900,446 | 23.34% | 19q | +6.2%+$2.8M |
| Federation des caisses Desjardins du Quebec | $12.5M | 497,983 | 0.04% | 19q | +25.1%+$2.5M |
| Pathway Financial Advisors LLC | $2.2M | 89,572 | 0.26% | 14q | +0.9%+$20.4K |
| ROYAL BANK OF CANADA | $9.0K | 365 | 0.00% | new | NEW |
| MORGAN STANLEY | $33 | 1 | 0.00% | 10q | HELD |
| UBS Group AG | $25 | 1 | 0.00% | 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 | 6 | $62.5M | 2,488,368 | 2 | 3 | 0 | 0.0% |
| Q1 2026 | 5 | $55.6M | 2,292,360 | 0 | 1 | 1 | 0.0% |
| Q4 2025 | 6 | $54.9M | 2,269,108 | 1 | 3 | 1 | 0.0% |
| Q3 2025 | 5 | $51.8M | 2,158,529 | 0 | 3 | 1 | 0.0% |
| Q2 2025 | 7 | $49.2M | 2,095,476 | 1 | 4 | 1 | 0.0% |
| Q1 2025 | 6 | $44.2M | 1,923,766 | 1 | 2 | 1 | 0.0% |
| Q4 2024 | 6 | $40.9M | 1,835,284 | 2 | 3 | 0 | 0.0% |
| Q3 2024 | 6 | $40.9M | 1,742,434 | 1 | 4 | 0 | 0.0% |
| Q2 2024 | 6 | $36.8M | 1,641,754 | 1 | 3 | 2 | 0.0% |
| Q1 2024 | 6 | $36.5M | 1,618,240 | 3 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $32.7M | 1,466,670 | 0 | 4 | 0 | 0.0% |
| Q3 2023 | 4 | $29.7M | 1,419,489 | 0 | 2 | 1 | 0.0% |
| Q2 2023 | 4 | $2.3M | 107,840 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 4 | $1.8M | 1,345,798 | 1 | 2 | 1 | 0.0% |
| Q4 2022 | 3 | $99.1K | 1,101,679 | 0 | 0 | 1 | 0.0% |
| Q3 2022 | 4 | $23.6M | 1,176,891 | 0 | 2 | 0 | 0.0% |
| Q2 2022 | 4 | $24.6M | 1,153,058 | 1 | 2 | 0 | 0.0% |
| Q1 2022 | 4 | $25.3M | 1,079,321 | 1 | 3 | 0 | 0.0% |
| Q4 2021 | 4 | $21.0M | 839,813 | 3 | 0 | 0 | 0.0% |