EA SERIES TRUST (MBOX)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
11
Reporting holders
$128.7M
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 |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | $125.6M | 3,130,043 | 27.78% | 21q | HELD |
| Ashton Thomas Private Wealth, LLC | $765.2K | 19,073 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $714.5K | 17,811 | 0.00% | 11q | -5.3%-$40.1K |
| SAPIENT CAPITAL LLC | $551.4K | 13,744 | 0.00% | 8q | +115.5%+$295.5K |
| ROYAL BANK OF CANADA | $331.0K | 8,239 | 0.00% | 12q | +120.3%+$180.7K |
| LaSalle St. Investment Advisors, LLC | $248.5K | 6,193 | 0.03% | 5q | HELD |
| Ethos Financial Group, LLC | $230.3K | 5,523 | 0.02% | 8q | -9.4%-$23.9K |
| Cetera Investment Advisers | $223.2K | 5,564 | 0.00% | 12q | -6.2%-$14.8K |
| MORGAN STANLEY | $56.0K | 1,394 | 0.00% | 5q | -87.1%-$378.2K |
| UBS Group AG | $19.7K | 491 | 0.00% | 4q | -69.4%-$44.7K |
| JPMORGAN CHASE & CO | $3.0K | 74 | 0.00% | 4q | -94.8%-$53.7K |
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 | 11 | $128.7M | 3,208,149 | 1 | 2 | 6 | 0.0% |
| Q1 2026 | 10 | $116.7M | 3,197,292 | 0 | 3 | 3 | 0.0% |
| Q4 2025 | 11 | $111.2M | 3,178,817 | 2 | 3 | 5 | 0.0% |
| Q3 2025 | 9 | $111.7M | 3,170,913 | 2 | 4 | 1 | 0.0% |
| Q2 2025 | 8 | $109.4M | 3,260,399 | 2 | 1 | 5 | 0.0% |
| Q1 2025 | 7 | $105.8M | 3,192,023 | 0 | 2 | 4 | 0.0% |
| Q4 2024 | 8 | $103.8M | 3,161,780 | 1 | 5 | 2 | 0.0% |
| Q3 2024 | 9 | $99.8M | 2,929,960 | 3 | 2 | 2 | 0.0% |
| Q2 2024 | 7 | $91.0M | 2,849,730 | 1 | 2 | 3 | 0.0% |
| Q1 2024 | 7 | $87.0M | 2,710,071 | 1 | 2 | 2 | 0.0% |
| Q4 2023 | 8 | $75.9M | 2,648,107 | 4 | 3 | 0 | 0.0% |
| Q3 2023 | 6 | $65.6M | 2,549,140 | 3 | 1 | 1 | 0.0% |
| Q2 2023 | 5 | $61.3M | 2,376,990 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 7 | $55.4M | 2,209,788 | 1 | 1 | 3 | 0.0% |
| Q4 2022 | 7 | $50.9M | 2,009,925 | 3 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $38.3M | 1,684,208 | 1 | 1 | 0 | 0.0% |
| Q2 2022 | 2 | $34.4M | 1,424,105 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 3 | $36.9M | 1,357,396 | 0 | 2 | 0 | 0.0% |
| Q4 2021 | 2 | $29.9M | 1,097,389 | 1 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $23.1M | 932,712 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $13.9M | 552,642 | 2 | 0 | 0 | 0.0% |