EA SERIES TRUST EMPB
EFFICIENT MARKET · ETP · CUSIP 02072Q887
7
institutional holders
+0 vs Q1 2026
287.6k
shares reported held*
$9.5mreported value*
1 new
4 added
0 reduced
0 sold out
net bought ≈ $7.4m (+224.3k 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 ≈ $33.17.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 3 |
| Q1 2025 | 4 |
| Q2 2025 | 3 |
| Q3 2025 | 4 |
| Q4 2025 | 5 |
| Q1 2026 | 7 |
| Q2 2026 | 7 |
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 |
|---|---|---|
| Q1 2025 | 3 | 0 |
| Q2 2025 | 0 | 2 |
| Q3 2025 | 4 | 0 |
| Q4 2025 | 4 | 1 |
| Q1 2026 | 6 | 3 |
| Q2 2026 | 5 | 0 |
Biggest buyers
| GTS SECURITIES LLC | Added | +186.7k |
| Belpointe Asset Management LLC | New | +25.6k |
| RIA Advisory Group LLC | Added | +7.5k |
| Geneos Wealth Management Inc. | Added | +4.4k |
| HighTower Advisors, LLC | Added | +169 |
Biggest sellers
| None |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| GTS SECURITIES LLC 0.14% of their portfolio | 203.5k $6.7m | Added +186.7k |
| RIA Advisory Group LLC 0.21% of their portfolio | 29.1k $966.5k | Added +7.5k |
| Belpointe Asset Management LLC 0.03% of their portfolio | 25.6k $848.2k | New |
| Americana Partners, LLC 0.01% of their portfolio | 15.9k $525.8k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 7.2k $237.2k | Added +169 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 6.4k $212.3k | Added +4.4k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 4 $133 | Unchanged |