BOXX: Ea Series Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
376 institutions reported holding $2.19B of Ea Series Trust on Form 13F (339 the quarter before). 59 opened a new position and 19 sold out. Shares held by institutions: +11%.
| Largest holders | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,383,612 | $162.44M |
| Empowered Funds, LLC | 923,075 | $108.08M |
| Rockefeller Capital Management L.P. | 695,000 | $81.38M |
| Deeter Investments LLP | 498,481 | $58.37M |
| True Wealth Design, LLC | 486,131 | $56.92M |
| Mariner, LLC | 455,745 | $53.36M |
| HighTower Advisors, LLC | 393,332 | $46.06M |
| PENNINGTON PARTNERS & CO., LLC | 356,588 | $41.75M |
| ADAR1 Capital Management, LLC | 337,125 | $39.47M |
| Insight Advisors, LLC/ PA | 324,822 | $38.03M |
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