EA SERIES TRUST (FTWO)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
27
Reporting holders
$25.7M
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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | $9.7M | 225,075 | 0.11% | 4q | -6.4%-$664.7K |
| OSAIC HOLDINGS, INC. | $3.1M | 70,947 | 0.00% | 11q | +15.9%+$421.3K |
| JONES FINANCIAL COMPANIES LLLP | $3.0M | 69,514 | 0.00% | 2q | +26.9%+$640.6K |
| Inscription Capital, LLC | $1.5M | 34,204 | 0.13% | 5q | -10.7%-$176.4K |
| GTS SECURITIES LLC | $1.1M | 25,376 | 0.02% | 3q | +56.0%+$393.8K |
| StoneX Group Inc. | $1.1M | 25,226 | 0.04% | 7q | +21.3%+$191.5K |
| JANE STREET GROUP, LLC | $919.5K | 21,267 | 0.00% | 2q | -43.8%-$715.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $750.9K | 17,366 | 0.00% | new | NEW |
| Ethos Financial Group, LLC | $748.3K | 17,206 | 0.05% | 5q | -73.1%-$2.0M |
| Farther Finance Advisors, LLC | $692.4K | 16,014 | 0.01% | 2q | -54.9%-$844.6K |
| AE Wealth Management LLC | $647.2K | 14,968 | 0.00% | 7q | +35.4%+$169.1K |
| SHARPEPOINT LLC | $630.7K | 14,586 | 0.32% | 5q | -1.2%-$7.4K |
| Grantvest Financial Group LLC | $408.5K | 9,448 | 0.24% | 4q | -2.9%-$12.1K |
| Essex Financial Services, Inc. | $398.4K | 9,214 | 0.02% | 4q | -6.1%-$25.7K |
| UPTICK PARTNERS, LLC | $357.4K | 8,266 | 0.06% | 2q | +48.7%+$117.0K |
| Snowden Capital Advisors LLC | $221.7K | 5,128 | 0.01% | 6q | -11.3%-$28.4K |
| Trilogy Capital Inc. | $212.1K | 4,906 | 0.01% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $82.9K | 1,917 | 0.00% | 7q | +14.4%+$10.5K |
| Steward Partners Investment Advisory, LLC | $43.2K | 1,000 | 0.00% | 3q | HELD |
| Brentview Investment Management LLC | $43.2K | 1,000 | 0.02% | 3q | HELD |
| IFG Advisory, LLC | $29.4K | 680 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $25.6K | 592 | 0.00% | 10q | HELD |
| Regatta Research & Money Management | $17.3K | 400 | 0.02% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $12.1K | 280,168 | 0.01% | 8q | +81.4%+$5.4K |
| WELLS FARGO & COMPANY/MN | $3.2K | 74 | 0.00% | new | NEW |
| UBS Group AG | $3.2K | 73 | 0.00% | new | NEW |
| Copia Wealth Management | $649 | 15 | 0.00% | 3q | HELD |
| FMR LLC | $562 | 13 | 0.00% | new | NEW |
| Betterment LLC | $306 | 7,070 | 0.00% | 5q | +13.5% |
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 | 27 | $25.7M | 594,475 | 4 | 7 | 9 | 0.0% |
| Q1 2026 | 29 | $30.9M | 679,031 | 8 | 11 | 4 | 0.0% |
| Q4 2025 | 24 | $25.3M | 622,411 | 8 | 9 | 4 | 0.0% |
| Q3 2025 | 18 | $21.7M | 552,114 | 5 | 8 | 2 | 0.0% |
| Q2 2025 | 14 | $10.0M | 280,709 | 5 | 6 | 1 | 0.0% |
| Q1 2025 | 11 | $4.6M | 151,247 | 2 | 6 | 1 | 0.0% |
| Q4 2024 | 11 | $3.0M | 105,851 | 5 | 4 | 2 | 0.0% |
| Q3 2024 | 7 | $2.4M | 75,529 | 4 | 2 | 0 | 0.0% |
| Q2 2024 | 6 | $870.1K | 30,673 | 4 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $365.1K | 13,107 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 2 | $360.7K | 14,263 | 2 | 0 | 0 | 0.0% |