EA SERIES TRUST (LBO)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
5
Reporting holders
$3.4M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | $2.5M | 103,789 | 0.05% | new | NEW |
| FIFTH THIRD BANCORP | $330.5K | 13,740 | 0.00% | 2q | -45.1%-$271.0K |
| Brookwood Investment Group LLC | $310.9K | 12,924 | 0.04% | 2q | -30.7%-$137.7K |
| ROYAL BANK OF CANADA | $232.0K | 9,639 | 0.00% | 8q | -64.0%-$413.3K |
| Farther Finance Advisors, LLC | $4.9K | 202 | 0.00% | 5q | -82.4%-$22.7K |
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 | 5 | $3.4M | 140,294 | 1 | 0 | 4 | 0.0% |
| Q1 2026 | 4 | $1.7M | 71,611 | 2 | 1 | 1 | 0.0% |
| Q4 2025 | 5 | $5.0M | 174,399 | 1 | 2 | 1 | 0.0% |
| Q3 2025 | 4 | $3.5M | 117,986 | 1 | 2 | 1 | 0.0% |
| Q2 2025 | 4 | $898.5K | 29,399 | 2 | 2 | 0 | 0.0% |
| Q1 2025 | 3 | $746.9K | 24,272 | 1 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $101.7K | 3,080 | 0 | 0 | 1 | 0.0% |
| Q3 2024 | 2 | $206.0K | 6,724 | 2 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $50.0K | 1,731 | 0 | 0 | 1 | 0.0% |
| Q4 2023 | 1 | $158.0K | 5,896 | 1 | 0 | 0 | 0.0% |