EA SERIES TRUST (FMTM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
30
Reporting holders
$58.8M
Reported value
0.0%
Held as options
+14
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $12.9M | 294,933 | 0.00% | new | NEW |
| San Luis Wealth Advisors LLC | $12.5M | 285,414 | 1.87% | 5q | +7.1%+$826.8K |
| Arrowroot Family Office, LLC | $6.7M | 152,820 | 1.91% | 5q | +4.3%+$276.6K |
| ROYAL BANK OF CANADA | $5.4M | 123,520 | 0.00% | 6q | +3009.8%+$5.2M |
| Dakota Wealth Management | $4.5M | 104,181 | 0.09% | 3q | +6.8%+$288.9K |
| Mutual Advisors, LLC | $4.5M | 103,904 | 0.09% | 6q | +3.5%+$153.0K |
| SMART Wealth LLC | $3.4M | 78,391 | 0.74% | new | NEW |
| Avestar Capital, LLC | $1.9M | 43,318 | 0.11% | 2q | -2.7%-$52.8K |
| Farther Finance Advisors, LLC | $1.1M | 24,561 | 0.01% | 2q | +882.4%+$962.7K |
| MONEY CONCEPTS CAPITAL CORP | $919.5K | 21,070 | 0.04% | 4q | +7.4%+$63.5K |
| Andina Capital Management, LLC | $881.7K | 20,204 | 1.42% | 5q | -50.6%-$903.5K |
| BROWN ADVISORY INC | $575.4K | 13,186 | 0.00% | new | NEW |
| WEST MICHIGAN ADVISORS, LLC | $552.1K | 12,652 | 0.06% | new | NEW |
| Goldenstone Wealth Management LLC | $515.1K | 11,803 | 0.34% | 3q | +5.2%+$25.3K |
| Belpointe Asset Management LLC | $478.1K | 10,956 | 0.02% | new | NEW |
| Keeler Thomas Management LLC | $418.4K | 9,588 | 0.15% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $360.5K | 8,260 | 0.04% | new | NEW |
| Signet Private Wealth LLC | $276.1K | 6,327 | 0.22% | new | NEW |
| Foundry Financial LLC | $260.7K | 5,974 | 0.09% | new | NEW |
| Arax Advisory Partners | $223.3K | 5,118 | 0.00% | new | NEW |
| Worth Asset Management, LLC | $209.7K | 4,805 | 0.07% | new | NEW |
| Arkadios Wealth Advisors | $203.1K | 4,655 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $68.6K | 1,573 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.2K | 256 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $10.4K | 238 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $6.2K | 143 | 0.00% | 4q | HELD |
| UBS Group AG | $3.5K | 80 | 0.00% | new | NEW |
| Steelhead Wealth Management LLC | $2.7K | 61,420 | 1.08% | new | FIRST |
| Ankerstar Wealth, LLC | $2.2K | 50 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.6K | 36 | 0.00% | 3q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $219 | 5 | 0.00% | 4q | HELD |
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 | 30 | $58.8M | 1,348,021 | 17 | 8 | 2 | 0.0% |
| Q1 2026 | 16 | $25.7M | 739,852 | 5 | 6 | 4 | 0.0% |
| Q4 2025 | 11 | $18.9M | 586,898 | 2 | 6 | 0 | 0.0% |
| Q3 2025 | 12 | $14.2M | 473,245 | 7 | 4 | 1 | 0.0% |
| Q2 2025 | 4 | $31.2M | 1,166,881 | 2 | 2 | 0 | 0.0% |
| Q1 2025 | 2 | $1.7M | 67,967 | 2 | 0 | 0 | 0.0% |