EA SERIES TRUST (MOOD)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
14
Reporting holders
$102.9M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | $51.5M | 1,190,547 | 3.44% | 15q | -1.0%-$506.6K |
| Arcus Capital Partners, LLC | $38.7M | 888,326 | 16.00% | 2q | +25.1%+$7.8M |
| Almanack Investment Partners, LLC. | $2.8M | 63,875 | 0.35% | 16q | +12.6%+$311.5K |
| Tactive Advisors, LLC | $2.2M | 49,514 | 0.53% | new | NEW |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.9M | 44,540 | 1.14% | 2q | +12.9%+$221.5K |
| Insight Wealth Strategies, LLC | $1.4M | 32,079 | 0.14% | 2q | +16.8%+$200.4K |
| Wealthcare Advisory Partners LLC | $1.4M | 31,505 | 0.03% | 4q | +4.3%+$56.5K |
| Empirical Finance, LLC | $1.1M | 26,038 | 0.05% | 2q | -28.4%-$449.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $592.6K | 13,610 | 0.03% | 2q | -11.7%-$78.4K |
| Keel Point, LLC | $538.6K | 12,370 | 0.03% | new | NEW |
| Empire Financial Management Company, LLC | $444.1K | 10,200 | 0.18% | 6q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $327.4K | 7,520 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $20.7K | 475 | 0.00% | 9q | HELD |
| Caitlin John, LLC | $5.1K | 118 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 45,574 | 0.00% | 3q | +82.6% |
| Stillwater Private Wealth, LLC | $1.7K | 37,794 | 1.09% | new | FIRST |
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 | 14 | $102.9M | 2,370,717 | 3 | 5 | 3 | 0.0% |
| Q1 2026 | 14 | $88.5M | 2,162,652 | 9 | 4 | 0 | 0.0% |
| Q4 2025 | 7 | $46.4M | 1,206,463 | 2 | 3 | 0 | 0.0% |
| Q3 2025 | 6 | $41.2M | 1,134,998 | 1 | 2 | 1 | 0.0% |
| Q2 2025 | 5 | $30.9M | 932,885 | 0 | 2 | 0 | 0.0% |
| Q1 2025 | 6 | $16.2M | 539,107 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $15.5M | 523,917 | 0 | 2 | 2 | 0.0% |
| Q3 2024 | 5 | $14.9M | 487,904 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $3.8M | 130,493 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 4 | $3.3M | 118,918 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 3 | $3.1M | 401,550 | 0 | 2 | 0 | 0.0% |
| Q3 2023 | 4 | $9.6M | 382,293 | 1 | 2 | 1 | 0.0% |
| Q2 2023 | 4 | $4.2M | 163,224 | 0 | 2 | 0 | 0.0% |
| Q1 2023 | 4 | $4.0M | 158,461 | 0 | 2 | 1 | 0.0% |
| Q4 2022 | 4 | $3.3M | 139,178 | 0 | 0 | 2 | 0.0% |
| Q3 2022 | 3 | $3.1M | 137,846 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $2.7M | 111,509 | 2 | 0 | 0 | 0.0% |