DaveManuel.com · Institutional Ownership · Who Owns It
EA SERIES TRUST (HIDE)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
24
Reporting holders
$67.7M
Reported value
0.0%
Calls
0.0%
Puts
+4
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| L.K. Benson & Company, P.C. | $12.4M | 517,076 | 3.73% | 7q | +9.7%+$1.1M |
| BWM Planning, LLC | $10.8M | 453,498 | 2.51% | 8q | +8.4%+$839.3K |
| Stokes Family Office, LLC | $8.5M | 356,556 | 0.99% | new | NEW |
| Stillwater Private Wealth, LLC | $7.0M | 287,694 | 4.59% | 2q | +61.0%+$2.7M |
| Encompass More Asset Management | $6.5M | 271,228 | 0.94% | 2q | +5.2%+$322.9K |
| Vise Technologies, Inc. | $5.2M | 218,005 | 0.06% | new | NEW |
| Ethos Financial Group, LLC | $3.5M | 141,895 | 0.23% | 5q | -3.8%-$137.5K |
| Vestment Financial LLC | $3.4M | 140,010 | 1.51% | 2q | +80.1%+$1.5M |
| One Degree Advisors Inc | $2.8M | 117,658 | 0.63% | 7q | +4.3%+$116.9K |
| Archford Capital Strategies, LLC | $1.6M | 65,017 | 0.16% | 2q | +0.9%+$13.6K |
| XY Planning Network, Inc. | $1.5M | 63,275 | 0.19% | 6q | +11.9%+$160.2K |
| Valley Financial Group, Inc. | $1.2M | 48,631 | 0.57% | 11q | HELD |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $690.2K | 28,873 | 0.30% | 13q | -5.3%-$39.0K |
| Quantinno Capital Management LP | $553.7K | 23,165 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $525.1K | 21,969 | 0.00% | 2q | HELD |
| IHT Wealth Management, LLC | $474.6K | 19,857 | 0.01% | 3q | -57.7%-$647.9K |
| Federation des caisses Desjardins du Quebec | $412.9K | 17,289 | 0.00% | 3q | +6.5%+$25.1K |
| JANE STREET GROUP, LLC | $386.2K | 16,157 | 0.00% | 3q | +20.9%+$66.7K |
| ROYAL BANK OF CANADA | $200.0K | 8,384 | 0.00% | 4q | +25.2%+$40.2K |
| JPL Wealth Management, LLC | $84.0K | 3,513 | 0.02% | new | NEW |
| UBS Group AG | $29.4K | 1,229 | 0.00% | 2q | +1983.1%+$28.0K |
| Sankala Group LLC | $23.6K | 961 | 0.02% | 3q | -7.1%-$1.8K |
| MATHER GROUP, LLC. | $4.3K | 181 | 0.00% | new | NEW |
| AE Wealth Management LLC | $1.3K | 54 | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $43.1M | 1,766,998 | 1 | 6 | 1 | 0.0% |
| Q2 2026 | 24 | $67.7M | 2,822,175 | 5 | 12 | 4 | 0.0% |
| Q1 2026 | 20 | $49.5M | 2,062,911 | 6 | 8 | 3 | 0.0% |
| Q4 2025 | 13 | $32.1M | 1,410,834 | 3 | 6 | 2 | 0.0% |
| Q3 2025 | 11 | $27.4M | 1,183,720 | 3 | 5 | 1 | 0.0% |
| Q2 2025 | 8 | $22.8M | 999,615 | 2 | 4 | 2 | 0.0% |
| Q1 2025 | 9 | $16.4M | 719,825 | 2 | 4 | 3 | 0.0% |
| Q4 2024 | 11 | $14.6M | 655,520 | 3 | 5 | 1 | 0.0% |
| Q3 2024 | 7 | $10.4M | 437,379 | 2 | 1 | 2 | 0.0% |
| Q2 2024 | 4 | $5.3M | 232,219 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 5 | $5.6M | 243,197 | 0 | 2 | 2 | 0.0% |
| Q4 2023 | 8 | $6.2M | 266,669 | 4 | 0 | 3 | 0.0% |
| Q3 2023 | 3 | $4.7M | 200,259 | 0 | 2 | 0 | 0.0% |
| Q2 2023 | 5 | $4.6M | 196,147 | 2 | 2 | 1 | 0.0% |
| Q1 2023 | 3 | $3.9M | 166,967 | 0 | 2 | 1 | 0.0% |
| Q4 2022 | 3 | $3.4M | 147,281 | 3 | 0 | 0 | 0.0% |