EA SERIES TRUST (GDMA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
10
Reporting holders
$202.9M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | $191.4M | 4,408,996 | 24.38% | 18q | +3.7%+$6.9M |
| Vise Technologies, Inc. | $5.0M | 115,198 | 0.06% | 3q | +134.7%+$2.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 109,423 | 0.01% | 5q | +2.6%+$114.8K |
| Ethos Financial Group, LLC | $922.4K | 21,764 | 0.06% | 3q | HELD |
| Hudock, Inc. | $468.0K | 10,781 | 0.06% | 9q | HELD |
| HighTower Advisors, LLC | $336.1K | 7,743 | 0.00% | 9q | HELD |
| MORGAN STANLEY | $102.4K | 2,359 | 0.00% | 8q | -11.3%-$13.0K |
| ROYAL BANK OF CANADA | $56.0K | 1,279 | 0.00% | 2q | +3.4%+$1.8K |
| BlackRock, Inc. | $51.8K | 1,194 | 0.00% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $23.0K | 530 | 0.00% | 18q | +69.9%+$9.5K |
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 | 10 | $202.9M | 4,679,267 | 0 | 5 | 1 | 0.0% |
| Q1 2026 | 13 | $182.4M | 4,485,188 | 3 | 3 | 3 | 0.0% |
| Q4 2025 | 10 | $158.5M | 4,106,035 | 2 | 3 | 0 | 0.0% |
| Q3 2025 | 11 | $133.3M | 3,420,895 | 2 | 2 | 3 | 0.0% |
| Q2 2025 | 9 | $133.1M | 3,608,581 | 3 | 0 | 2 | 0.0% |
| Q1 2025 | 8 | $121.8M | 3,797,036 | 2 | 0 | 3 | 0.0% |
| Q4 2024 | 9 | $146.1M | 4,622,217 | 3 | 2 | 0 | 0.0% |
| Q3 2024 | 7 | $121.6M | 3,670,021 | 1 | 3 | 3 | 0.0% |
| Q2 2024 | 11 | $115.2M | 3,676,753 | 3 | 3 | 4 | 0.0% |
| Q1 2024 | 9 | $118.4M | 3,792,305 | 2 | 4 | 2 | 0.0% |
| Q4 2023 | 9 | $117.7M | 9,225,167 | 3 | 2 | 2 | 0.0% |
| Q3 2023 | 9 | $122.8M | 9,317,496 | 2 | 2 | 4 | 0.0% |
| Q2 2023 | 11 | $131.6M | 9,256,364 | 1 | 2 | 5 | 0.0% |
| Q1 2023 | 13 | $69.8M | 2,372,375 | 3 | 4 | 4 | 0.0% |
| Q4 2022 | 11 | $71.9M | 2,334,717 | 3 | 3 | 2 | 0.0% |
| Q3 2022 | 11 | $293.7M | 9,079,412 | 4 | 5 | 0 | 0.0% |
| Q2 2022 | 7 | $124.8M | 3,893,656 | 2 | 3 | 0 | 0.0% |
| Q1 2022 | 5 | $126.2M | 3,844,394 | 3 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $108.0M | 3,393,324 | 1 | 0 | 3 | 0.0% |
| Q3 2021 | 5 | $114.8M | 3,675,915 | 1 | 1 | 2 | 0.0% |
| Q2 2021 | 5 | $179.2M | 5,549,050 | 1 | 2 | 1 | 0.0% |
| Q1 2021 | 6 | $95.4M | 3,033,696 | 1 | 2 | 1 | 0.0% |
| Q4 2020 | 6 | $97.0M | 3,096,198 | 5 | 1 | 0 | 0.0% |
| Q3 2020 | 4 | $58.0M | 2,002,595 | 0 | 1 | 2 | 0.0% |
| Q2 2020 | 5 | $54.3M | 2,056,939 | 1 | 2 | 2 | 0.0% |
| Q1 2020 | 5 | $43.5M | 1,876,672 | 1 | 2 | 2 | 0.0% |
| Q4 2019 | 4 | $44.0M | 1,690,676 | 2 | 2 | 0 | 0.0% |
| Q3 2019 | 2 | $27.6M | 1,066,917 | 0 | 2 | 0 | 0.0% |
| Q2 2019 | 3 | $16.0M | 632,180 | 2 | 0 | 1 | 0.0% |
| Q1 2019 | 1 | $15.4M | 614,379 | 0 | 1 | 0 | 0.0% |
| Q4 2018 | 2 | $7.9M | 328,448 | 0 | 0 | 0 | 0.0% |