HolderBook

EA SERIES TRUST (GEW)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

25
Reporting holders
$66.1M
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

FilerValueShares Their book Held Change
Cresset Asset Management, LLC$17.4M317,5210.06%4qHELD
EXCHANGE TRADED CONCEPTS, LLC$7.3M133,0400.02%2q+107.9%+$3.8M
FIDUCIENT ADVISORS LLC$6.9M126,1310.99%4qHELD
Private Wealth Asset Management, LLC$6.2M114,1570.60%4q-5.8%-$385.8K
Berger Financial Group, Inc$4.6M84,2650.24%4qHELD
Greenspring Advisors, LLC$2.9M53,1210.16%3qHELD
ENTREWEALTH, LLC$2.6M45,5120.96%4qHELD
WESCAP Management Group, Inc.$2.1M38,3970.39%4qHELD
Paul R. Ried Financial Group, LLC$2.0M35,6660.85%4qHELD
Aspect Partners, LLC$1.7M30,7420.63%4qHELD
DAYMARK WEALTH PARTNERS, LLC$1.4M26,1990.03%4qHELD
TWIN PEAKS WEALTH ADVISORS, LLC$1.4M25,5690.32%3qHELD
CAHILL FINANCIAL ADVISORS INC$1.4M25,5090.13%4qHELD
ONE PLUS ONE WEALTH MANAGEMENT, LLC$1.1M20,9220.49%4qHELD
Prism Advisors, Inc.$1.1M20,5600.27%3qHELD
Empirical Asset Management, LLC$1.1M19,5370.24%4qHELD
HighTower Advisors, LLC$905.4K16,5530.00%4qHELD
Chicago Partners Investment Group LLC$891.3K16,3130.02%4qHELD
Well Done, LLC$584.3K10,6820.08%3qHELD
BLAIR WILLIAM & CO/IL$560.6K10,2500.00%4qHELD
Wealthcare Advisory Partners LLC$553.9K10,1260.01%4qHELD
General Partner, Inc.$467.9K8,5550.25%4qHELD
Nvest Wealth Strategies, Inc.$461.5K8,4370.29%3qHELD
Lavaca Capital LLC$359.6K6,5750.04%newNEW
UBS Group AG$24.8K4540.00%3qHELD
Cambridge Investment Research Advisors, Inc.$9.1K166,1360.01%4q+100.0%+$4.5K
Virtu Financial LLC$2905,3030.01%3q+10.4%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202625$66.1M1,204,7931110.0%
Q1 202627$59.3M1,175,4431230.0%
Q4 202529$62.7M1,215,8589030.0%
Q3 202522$85.9M1,704,77722000.0%