Honeytree US Equity ETFBEEZETF
13F holders, Q4 2024 (December 31)7holders
1new positions
1sold out
1famous investor
$31.22avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Honeytree US Equity ETF (BEEZ) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Journey Strategic Wealth LLC ($1.9M), Cibc World Market Inc. ($647K) and Royal Bank of Canada ($367K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Honeytree US Equity ETF
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L326
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $125 |
| Exits | 1 | $388K |
All 13F filers, Q3 2024 → Q4 2024: 15,037 shares bought and 12,368 shares sold, net +2,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Journey Strategic Wealth LLC | 0.07% | Add +33.2% | 60,340 | $1.9M |
| Cibc World Market Inc. | 0.00% | No change | 20,710 | $647K |
| Royal Bank of Canada | 0.00% | No change | 11,755 | $367K |
| Citadel Advisors | 0.00% | Reduce -5.5% | 7,944 | $248K |
| Bank of Montreal | 0.00% | No change | 800 | $25K |
| Raelipskie Partnership | 0.00% | No change | 100 | $3K |
| UBS Group AG | 0.00% | New | 4 | $125 |
"% of holder's portfolio" is BEEZ's weight in each manager's 13F, not the share of Honeytree US Equity ETF the manager owns.