EA SERIES TRUST (HIDE)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
22
Reporting holders
$57.9M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| L.K. Benson & Company, P.C. | $12.4M | 517,076 | 3.73% | 7q | +9.7%+$1.1M |
| BWM Planning, LLC | $10.8M | 453,498 | 2.51% | 8q | +8.4%+$839.3K |
| Stokes Family Office, LLC | $8.5M | 356,556 | 0.99% | new | NEW |
| Encompass More Asset Management | $6.5M | 271,228 | 0.94% | 2q | +5.2%+$322.9K |
| Vise Technologies, Inc. | $5.2M | 218,005 | 0.06% | new | NEW |
| Ethos Financial Group, LLC | $3.5M | 141,895 | 0.23% | 5q | -3.8%-$137.5K |
| Vestment Financial LLC | $3.4M | 140,010 | 1.51% | 2q | +80.1%+$1.5M |
| Archford Capital Strategies, LLC | $1.6M | 65,017 | 0.16% | 2q | +0.9%+$13.6K |
| XY Planning Network, Inc. | $1.5M | 63,275 | 0.19% | 6q | +11.9%+$160.2K |
| Valley Financial Group, Inc. | $1.2M | 48,631 | 0.57% | 11q | HELD |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $690.2K | 28,873 | 0.30% | 13q | -5.3%-$39.0K |
| Quantinno Capital Management LP | $553.7K | 23,165 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $525.1K | 21,969 | 0.00% | 2q | HELD |
| IHT Wealth Management, LLC | $474.6K | 19,857 | 0.01% | 3q | -57.7%-$647.9K |
| Federation des caisses Desjardins du Quebec | $412.9K | 17,289 | 0.00% | 3q | +6.5%+$25.1K |
| JANE STREET GROUP, LLC | $386.2K | 16,157 | 0.00% | 3q | +20.9%+$66.7K |
| ROYAL BANK OF CANADA | $200.0K | 8,384 | 0.00% | 4q | +25.2%+$40.2K |
| JPL Wealth Management, LLC | $84.0K | 3,513 | 0.02% | new | NEW |
| UBS Group AG | $29.4K | 1,229 | 0.00% | 2q | +1983.1%+$28.0K |
| Sankala Group LLC | $23.6K | 961 | 0.02% | 3q | -7.1%-$1.8K |
| Stillwater Private Wealth, LLC | $7.0K | 287,694 | 4.59% | new | FIRST |
| MATHER GROUP, LLC. | $4.3K | 181 | 0.00% | new | NEW |
| One Degree Advisors Inc | $2.8K | 117,658 | 0.63% | 7q | +4.3% |
| AE Wealth Management LLC | $1.3K | 54 | 0.00% | new | NEW |
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 | 22 | $57.9M | 2,416,823 | 5 | 10 | 4 | 0.0% |
| Q1 2026 | 17 | $42.0M | 1,749,434 | 5 | 8 | 2 | 0.0% |
| Q4 2025 | 12 | $29.4M | 1,294,361 | 3 | 5 | 2 | 0.0% |
| Q3 2025 | 10 | $25.0M | 1,081,014 | 3 | 4 | 1 | 0.0% |
| Q2 2025 | 7 | $20.8M | 911,758 | 2 | 3 | 2 | 0.0% |
| Q1 2025 | 8 | $15.9M | 698,941 | 2 | 3 | 3 | 0.0% |
| Q4 2024 | 10 | $14.4M | 644,957 | 2 | 5 | 1 | 0.0% |
| Q3 2024 | 7 | $10.4M | 437,379 | 2 | 1 | 2 | 0.0% |
| Q2 2024 | 4 | $5.3M | 232,219 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 5 | $5.6M | 243,197 | 0 | 2 | 2 | 0.0% |
| Q4 2023 | 8 | $6.2M | 266,669 | 4 | 0 | 3 | 0.0% |
| Q3 2023 | 3 | $4.7M | 200,259 | 0 | 2 | 0 | 0.0% |
| Q2 2023 | 5 | $4.6M | 196,147 | 2 | 2 | 1 | 0.0% |
| Q1 2023 | 3 | $3.9M | 166,967 | 0 | 2 | 1 | 0.0% |
| Q4 2022 | 3 | $3.4M | 147,281 | 3 | 0 | 0 | 0.0% |