# EA SERIES TRUST (ROE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ROE/

- Reporting holders: 2
- Reported value: $3.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $3.1M | 73,570 | 3.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $219.6K | 5,157 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $3.4M |
| Q2 2026 | 70 | $227.6M |
| Q1 2026 | 54 | $185.0M |
| Q4 2025 | 56 | $132.5M |
| Q3 2025 | 48 | $131.0M |
| Q2 2025 | 53 | $133.3M |
| Q1 2025 | 53 | $122.2M |
| Q4 2024 | 41 | $100.1M |
| Q3 2024 | 30 | $100.1M |
| Q2 2024 | 12 | $51.2M |
| Q1 2024 | 7 | $20.5M |
| Q4 2023 | 6 | $40.2M |