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DaveManuel.com · Institutional Ownership · Who Owns It

EA SERIES TRUST (GEQ)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

32
Reporting holders
$99.0M
Reported value
0.0%
Calls
0.0%
Puts
+32
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Cresset Asset Management, LLC$15.0M293,4860.05%newNEW
Vise Technologies, Inc.$14.3M279,8930.16%newNEW
FRANKLIN RESOURCES INC$10.4M203,6840.00%newNEW
Robertson Stephens Wealth Management, LLC$9.2M180,1150.23%newNEW
Stokes Family Office, LLC$8.9M173,1631.03%newNEW
Berger Financial Group, Inc$8.3M161,6490.42%newNEW
FIDUCIENT ADVISORS LLC$4.0M77,3340.57%newNEW
SUMMIT WEALTH & RETIREMENT PLANNING, INC.$3.2M62,8000.68%newNEW
MAI Capital Management$2.3M45,2870.01%newNEW
Forthright Family Wealth Advisory LLC$2.0M39,9731.16%newNEW
Cherry Tree Wealth Management, LLC$2.0M39,5790.38%newNEW
Well Done, LLC$2.0M39,0790.27%newNEW
HighTower Advisors, LLC$2.0M38,8860.00%newNEW
Walkner Condon Financial Advisors LLC$1.7M34,1710.20%newNEW
Wealthcare Advisory Partners LLC$1.4M26,9640.03%newNEW
CITADEL ADVISORS LLC$1.4M26,6980.00%newNEW
Goepper Burkhardt LLC$1.2M23,0270.35%newNEW
NewEdge Advisors, LLC$1.2M22,7720.00%newNEW
Sanctuary Advisors, LLC$998.9K19,5310.00%newNEW
Pacific Sage Partners, LLC$994.4K19,4430.14%newNEW
BAKER BOYER NATIONAL BANK$960.5K18,7800.26%newNEW
A4 Wealth Advisors LLC$861.6K16,8460.57%newNEW
Sherman Wealth Management LLC$781.2K15,2730.59%newNEW
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$566.0K11,0660.32%newNEW
Savant Capital, LLC$550.5K10,5000.00%newNEW
WESCAP Management Group, Inc.$545.5K10,6640.10%newNEW
JANE STREET GROUP, LLC$483.4K9,4510.00%newNEW
Visionary Wealth Advisors$479.3K9,3700.02%newNEW
GTS SECURITIES LLC$434.2K8,4900.01%newNEW
J. M. Brown & Associates Inc.$336.6K6,5810.19%newFIRST
Mariner, LLC$272.2K5,3210.00%newNEW
CAHILL FINANCIAL ADVISORS INC$257.9K5,0410.02%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202610$31.5M622,8651010.0%
Q2 202632$99.0M1,934,91731000.0%