Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in EA Series Trust - Freedom 100 Emerging Markets ETF include First Heartland Consultants, Inc., EWG Elevate Inc., CAPROCK Group, Inc., Financial Guidance Group, Inc., Angeles Wealth Management, Llc, Private Capital Management Llc, Savant Capital, LLC, Tfo-tdc, Llc, L2 Asset Management, LLC, XY Planning Network, Inc., Citigroup Inc, Baird Financial Group, Inc., SwitchPoint Financial Planning, LLC, Koshinski Asset Management, Inc., HB Wealth Management, LLC, Mills Wealth Advisors LLC, Northern Trust Corp, Ameritas Advisory Services, LLC, Sierra Ocean, Llc, and MJT & Associates Financial Advisory Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Lansing Street Advisors | 37,230 | 25.76 | 1,504 | 45.03 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 51,537 | 74.11 | 2,082 | 115.31 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 634 | 0.32 | 26 | 13.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30,620 | 1,237 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 265,391 | 6.57 | 10,722 | 22.83 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 259,753 | 0.84 | 10,494 | 16.24 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,858 | 21.59 | 156 | 39.64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 454,117 | 16.51 | 18,346 | 34.29 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,600 | 65 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,801 | 356 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25,396 | 157.30 | 1,019 | 194.51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 113,884 | 3.65 | 3,992 | 11.17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 236 | 293.33 | 10 | 350.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 622,371 | 83.09 | 25,144 | 110.63 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 220,075 | 14.20 | 8,891 | 31.64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 85,799 | 57.61 | 3,466 | 81.66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 935 | 3.89 | 38 | 19.35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12,295 | 434 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7,971 | 322 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8,046 | 4.47 | 325 | 20.82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 87,706 | 11.90 | 3,543 | 28.98 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,920 | 1.64 | 78 | 16.67 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 30,072 | 1,215 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 62,574 | 4.01 | 2,528 | 19.88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 813 | 33 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,107,772 | 48.58 | 44,754 | 71.24 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24,986 | 1,009 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 982,672 | 4.38 | 39,700 | 20.31 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,940 | 321 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 249,563 | 0.22 | 10,082 | 15.51 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 16,137 | 0.70 | 652 | 16.04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46,326 | 1,872 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,877 | 827.55 | 1,005 | 969.15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 250,227 | 461.77 | 10,109 | 547.60 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 685 | 28 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,438,388 | 12.01 | 58,111 | 29.10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47,054 | 21.55 | 1,896 | 39.75 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 21,950 | 146.68 | 887 | 184.89 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 178,666 | 186.57 | 7,218 | 230.34 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 416,007 | 107.51 | 16,807 | 139.16 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 26,757 | 3.61 | 874 | -4.17 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25,267 | 4.53 | 1,031 | 18.53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,264,419 | 228.60 | 51,083 | 278.75 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 72,304 | 270.13 | 2,921 | 327.05 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 71,613 | 4.53 | 2,893 | 20.49 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 23,568 | 0.58 | 952 | 15.96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,133 | 86 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 396,795 | 8.89 | 16,030 | 25.50 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 62,234 | 0.81 | 2,514 | 16.23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,248 | 414 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8,816 | 356 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 270,737 | 1.50 | 11 | 11.11 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,300 | 214 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 5,200 | 210 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,206 | 17.03 | 574 | 34.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24,654 | 0.94 | 996 | 16.08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 450 | 18 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 523,087 | 5.48 | 21,133 | 21.57 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 31,969 | 1,292 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 40,180 | 13.59 | 1,623 | 30.99 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 519,600 | 0.78 | 20,992 | 16.15 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 45,188 | 0.65 | 1,826 | 16.02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20,746 | 37.98 | 838 | 59.01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,427 | 15.52 | 300 | 33.33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 44,870 | 47.80 | 1,826 | 71.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 55,313 | 275.44 | 2 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,992 | 5.45 | 202 | 21.82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,432 | 18.05 | 421 | 36.25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,689 | 1,111.30 | 472 | 1,422.58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 48 | 2.13 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,432 | 219 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8,717 | 0.68 | 352 | 16.17 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 10,000 | 404 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 113,580 | 1.62 | 4,597 | 17.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,532 | 28.10 | 547 | 47.57 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,161 | 209 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,269 | 29.61 | 1 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,583 | 21.31 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 72,132 | 5.36 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,306 | 3.23 | 1,144 | 18.94 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33,656 | 9.53 | 1,360 | 26.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 89,981 | 402.43 | 3,635 | 479.74 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 196,276 | 1.86 | 7,930 | 14.43 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 154,307 | 97.17 | 6,234 | 127.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 356,976 | 527.54 | 14,422 | 623.58 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 1,140,983 | 458.64 | 46,096 | 543.96 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5,280 | 213 | ||||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 57,776 | 22.11 | 2,089 | 29.69 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 650 | 48.40 | 26 | 73.33 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 60,830 | 5.29 | 2,458 | 21.33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 362,182 | 14,632 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 422,619 | 25.95 | 17,074 | 45.17 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 5,644 | 228 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 187,682 | 14.25 | 7,582 | 31.70 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 658,174 | 91.48 | 26,590 | 120.70 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 93,518 | 3,778 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,371 | 28.47 | 136 | 49.45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 227,106 | 25.38 | 9,175 | 44.51 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 37,747 | 1,333 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,386,771 | 1.20 | 96,426 | 16.64 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 94,884 | 5.72 | 3,833 | 21.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 45,526 | 88.34 | 1,839 | 117.12 |
