Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in EA Series Trust - Discipline Fund ETF include .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 122 | 269.70 | 3 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 330,137 | 44.27 | 7,735 | 47.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Orcam Financial Group | 1,663,764 | 3.65 | 39,082 | 5.90 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13,694 | 322 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 86,564 | 1.06 | 2,033 | 3.25 |
