EA SERIES TRUST HIDE
ALPHA ARCHITECT · ETP · CUSIP 02072L631
24
institutional holders
+4 vs Q1 2026
2.8m
shares reported held*
$67.7mreported value*
5 new
12 added
5 reduced
1 sold out
net bought ≈ $18.1m (+759.3k 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 ≈ $24.00.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 4 |
| Q1 2023 | 4 |
| Q2 2023 | 6 |
| Q3 2023 | 4 |
| Q4 2023 | 9 |
| Q1 2024 | 6 |
| Q2 2024 | 5 |
| Q3 2024 | 8 |
| Q4 2024 | 12 |
| Q1 2025 | 10 |
| Q2 2025 | 9 |
| Q3 2025 | 11 |
| Q4 2025 | 13 |
| Q1 2026 | 20 |
| Q2 2026 | 24 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 3 | 2 |
| Q4 2024 | 8 | 2 |
| Q1 2025 | 6 | 6 |
| Q2 2025 | 6 | 5 |
| Q3 2025 | 8 | 1 |
| Q4 2025 | 9 | 4 |
| Q1 2026 | 14 | 4 |
| Q2 2026 | 17 | 6 |
Biggest buyers
| Stokes Family Office, LLC | New | +356.6k |
| Vise Technologies, Inc. | New | +218.0k |
| Stillwater Private Wealth, LLC | Added | +109.0k |
| Vestment Financial LLC | Added | +62.3k |
| L.K. Benson & Company, P.C. | Added | +45.7k |
| BWM Planning, LLC | Added | +35.1k |
| Encompass More Asset Management | Added | +13.5k |
| XY Planning Network, Inc. | Added | +6.7k |
| One Degree Advisors Inc | Added | +4.9k |
| JPL Wealth Management, LLC | New | +3.5k |
Biggest sellers
| Synergy Asset Management, LLC | Sold out | -68.8k |
| IHT Wealth Management, LLC | Reduced | -27.1k |
| Ethos Financial Group, LLC | Reduced | -5.6k |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Reduced | -1.6k |
| Valley Financial Group, Inc. | Reduced | -213 |
| Sankala Group LLC | Reduced | -74 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| L.K. Benson & Company, P.C. 3.73% of their portfolio | 517.1k $12.4m | Added +45.7k |
| BWM Planning, LLC 2.51% of their portfolio | 453.5k $10.8m | Added +35.1k |
| Stokes Family Office, LLC 0.99% of their portfolio | 356.6k $8.5m | New |
| Stillwater Private Wealth, LLC 4.59% of their portfolio | 287.7k $7.0m | Added +109.0k |
| Encompass More Asset Management 0.95% of their portfolio | 271.2k $6.5m | Added +13.5k |
| Vise Technologies, Inc. 0.06% of their portfolio | 218.0k $5.2m | New |
| Ethos Financial Group, LLC 0.23% of their portfolio | 141.9k $3.5m | Reduced -5.6k |
| Vestment Financial LLC 1.51% of their portfolio | 140.0k $3.4m | Added +62.3k |
| One Degree Advisors Inc 0.63% of their portfolio | 117.7k $2.8m | Added +4.9k |
| Archford Capital Strategies, LLC 0.16% of their portfolio | 65.0k $1.6m | Added +571 |
| XY Planning Network, Inc. 0.19% of their portfolio | 63.3k $1.5m | Added +6.7k |
| Valley Financial Group, Inc. 0.57% of their portfolio | 48.6k $1.2m | Reduced -213 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.30% of their portfolio | 28.9k $690.2k | Reduced -1.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 23.2k $553.7k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 22.0k $525.1k | Unchanged |
| IHT Wealth Management, LLC 0.01% of their portfolio | 19.9k $474.6k | Reduced -27.1k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 17.3k $412.9k | Added +1.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 16.2k $386.2k | Added +2.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.4k $200.0k | Added +1.7k |
| JPL Wealth Management, LLC 0.02% of their portfolio | 3.5k $84.0k | New |
| UBS Group AG 0.00% of their portfolio | 1.2k $29.4k | Added +1.2k |
| Sankala Group LLC 0.02% of their portfolio | 961 $23.6k | Reduced -74 |
| MATHER GROUP, LLC. 0.00% of their portfolio | 181 $4.3k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 54 $1.3k | New |