IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

EA Series Trust

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
GTS Securities LLC
DECREASED
Shares10,464 from 10,862
Change-398 (-4%)
Value$291.0K (-$26.1K)
Filed 2023-11-15
Householder Group Estate & Retirement Specialist, LLC
NEW
Shares3,130
Change+3,130
Value$87.0K
Filed 2023-10-10
JJJ Advisors Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$33.4K (-$1.7K)
Filed 2023-10-13
Global Retirement Partners, LLC
DECREASED
Shares284 from 1,016
Change-732 (-72%)
Value$7.7K (-$21.9K)
Filed 2023-10-13
Osaic Holdings, Inc.
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$6.0K (-$299)
Filed 2023-11-13
UBS Group AG
INCREASED
Shares96 from 82
Change+14 (+17%)
Value$2.7K (+$276)
Filed 2023-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 36,554
Change-36,554 (-100%)
Value$0 (-$1.1K)
Filed 2023-10-24
Avior Wealth Management, LLC
CLOSED
Shares0 from 6,108
Change-6,108 (-100%)
Value$0 (-$178.3K)
Filed 2023-10-17
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
GTS Securities LLC
DECREASED10,46410,862-398-4%$317.1K$291.0K-$26.1K2023-11-15
Householder Group Estate & Retirement Specialist, LLC
NEW3,130—+3,130——$87.0K—2023-10-10
JJJ Advisors Inc.
UNCHANGED1,2001,20000%$35.0K$33.4K-$1.7K2023-10-13
Global Retirement Partners, LLC
DECREASED2841,016-732-72%$29.7K$7.7K-$21.9K2023-10-13
Osaic Holdings, Inc.
UNCHANGED21721700%$6.3K$6.0K-$2992023-11-13
UBS Group AG
INCREASED9682+14+17%$2.4K$2.7K+$2762023-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED036,554-36,554-100%$1.1K$0-$1.1K2023-10-24
Avior Wealth Management, LLC
CLOSED06,108-6,108-100%$178.3K$0-$178.3K2023-10-17
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 9 of 9 institutions