Vault-13

EA SERIES TRUST

STANCE SUSTAINAB · CUSIP 02072L177

1 institutional holders -6 vs Q1 2025
206,886206.9k shares reported held*
$5.4mreported value*
0 new 0 added 1 reduced 6 sold out net sold ≈ $9.1m (-348.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.07.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0258Q4 24: 6Q1 25: 7Q2 25: 11Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q4 20246
Q1 20257
Q2 20251

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 0 bought or addedQ2 25: 7 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 202523
Q2 202507

Biggest buyers

None

Biggest sellers

NATURAL INVESTMENTS, LLC Sold out -140,697-140.7k
Colorado Capital Management, Inc. Sold out -127,439-127.4k
Private Advisor Group, LLC Sold out -38,602-38.6k
First Affirmative Financial Network Sold out -28,868-28.9k
STANCE CAPITAL LLC Reduced -9,193-9.2k
Asset Dedication, LLC Sold out -4,115-4.1k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Sold out +00

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STANCE CAPITAL LLC 2.03% of their portfolio BOSTON, MA 206,886206.9k $5.4m $5.4m 2.03% Reduced -9.2k -9,193