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EA Series Trust

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
UBS Group AG
INCREASED
Shares676 from 190
Change+486 (+256%)
Value$35.5K (+$28.6K)
Filed 2025-08-14
CWM, LLC
INCREASED
Shares63 from 51
Change+12 (+24%)
Value$3 (+$1)
Filed 2025-07-25
Global Retirement Partners, LLC
NEW
Shares13
Change+13
Value$682
Filed 2025-08-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
UBS Group AG
INCREASED676190+486+256%$6.8K$35.5K+$28.6K2025-08-14
CWM, LLC
INCREASED6351+12+24%$2$3+$12025-07-25
Global Retirement Partners, LLC
NEW13—+13——$682—2025-08-12
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Showing 4 of 4 institutions