EA SERIES TRUST (TAX)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
8
Reporting holders
$14.4M
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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | $7.2M | 228,493 | 1.15% | 6q | -1.0%-$76.5K |
| Financial Enhancement Group LLC | $2.8M | 89,509 | 0.34% | 7q | HELD |
| HighTower Advisors, LLC | $1.2M | 38,824 | 0.00% | 5q | +0.6%+$7.0K |
| Cambria Investment Management, L.P. | $1.1M | 35,434 | 0.06% | 5q | HELD |
| Empowered Funds, LLC | $1.1M | 35,434 | 0.01% | 5q | HELD |
| Focus Partners Wealth | $437.8K | 13,800 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $381.9K | 12,037 | 0.00% | 6q | HELD |
| Luminist Capital LLC | $3.2K | 100 | 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 | 8 | $14.4M | 453,631 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 9 | $13.8M | 498,866 | 0 | 1 | 5 | 0.0% |
| Q4 2025 | 10 | $21.4M | 750,156 | 0 | 2 | 4 | 0.0% |
| Q3 2025 | 11 | $16.3M | 617,533 | 1 | 4 | 2 | 0.0% |
| Q2 2025 | 12 | $13.9M | 535,216 | 5 | 1 | 2 | 0.0% |
| Q1 2025 | 8 | $10.7M | 470,502 | 3 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $5.7M | 232,930 | 5 | 0 | 0 | 0.0% |