EA SERIES TRUST (DIVD)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
12
Reporting holders
$10.2M
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 |
|---|---|---|---|---|---|
| Altrius Capital Management Inc | $6.6M | 154,469 | 1.25% | 16q | -6.2%-$434.5K |
| Global View Capital Management LLC | $1.8M | 43,011 | 0.38% | 4q | +109.1%+$954.4K |
| Advisory Services Network, LLC | $514.7K | 12,101 | 0.01% | 9q | HELD |
| LPL Financial LLC | $441.9K | 10,390 | 0.00% | 2q | HELD |
| Harpswell Capital Advisors, LLC | $425.3K | 10,000 | 0.27% | 4q | HELD |
| One Wealth Management Investment & Advisory Services, LLC | $343.0K | 8,064 | 0.36% | 11q | -35.8%-$191.6K |
| HARBOUR INVESTMENTS, INC. | $69.1K | 1,624 | 0.00% | 10q | +1.1% |
| UBS Group AG | $12.6K | 297 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $10.0K | 244 | 0.00% | 13q | -89.6%-$86.5K |
| FIDUCIARY FINANCIAL ADVISORS | $7.4K | 175 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $4.3K | 100 | 0.00% | new | NEW |
| LM Advisors LLC | $2.4K | 57,158 | 0.28% | 11q | +2589.8%+$2.3K |
| MORGAN STANLEY | $93 | 2 | 0.00% | 10q | +100.0% |
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 | 12 | $10.2M | 240,477 | 3 | 3 | 3 | 0.0% |
| Q1 2026 | 10 | $9.7M | 236,403 | 1 | 4 | 3 | 0.0% |
| Q4 2025 | 10 | $8.4M | 219,777 | 0 | 5 | 3 | 0.0% |
| Q3 2025 | 10 | $6.7M | 182,950 | 1 | 4 | 3 | 0.0% |
| Q2 2025 | 8 | $6.4M | 178,432 | 1 | 3 | 4 | 0.0% |
| Q1 2025 | 9 | $3.9M | 111,310 | 0 | 3 | 4 | 0.0% |
| Q4 2024 | 11 | $3.6M | 114,405 | 2 | 2 | 4 | 0.0% |
| Q3 2024 | 9 | $5.0M | 151,150 | 0 | 4 | 1 | 0.0% |
| Q2 2024 | 9 | $4.5M | 141,236 | 3 | 3 | 2 | 0.0% |
| Q1 2024 | 8 | $2.6M | 76,595 | 4 | 1 | 2 | 0.0% |
| Q4 2023 | 6 | $2.7M | 86,371 | 1 | 2 | 0 | 0.0% |
| Q3 2023 | 4 | $1.2M | 39,567 | 1 | 0 | 2 | 0.0% |
| Q2 2023 | 5 | $1.9M | 64,881 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 4 | $1.1M | 35,948 | 2 | 1 | 1 | 0.0% |
| Q4 2022 | 2 | $608.5K | 21,219 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $421.0K | 17,312 | 1 | 0 | 0 | 0.0% |