Ea Series TrustETF
13F holders, Q4 2024 (December 31)3holders −1
2new positions
4sold out
$36.90avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Ea Series Trust in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 4 sold out. The largest holders were Empowered Funds, LLC ($1.8M), Cyndeo Wealth Partners, LLC ($244K) and Blue Trust, Inc. ($17K).
- Company
- Ea Series Trust
- CUSIP
- 02072L334
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $261K |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 17,642 shares bought and 45,113 shares sold, net −27,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Empowered Funds, LLC | 0.03% | Add +26.9% | 49,861 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 6,607 | $244K |
| Blue Trust, Inc. | 0.00% | New | 456 | $17K |
"% of holder's portfolio" is EA SERIES TRUST's weight in each manager's 13F, not the share of Ea Series Trust the manager owns.