Who Owns CTEF?
EA SERIES TRUST — Institutional Ownership & 13F Holdings
$77.67
+0.31 (+0.40%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
111
Total Inst. Value
$1.4B
% of Float Held
—
QoQ Holder Change
+52
Institutional data as of Q1 2025
New Positions
34
Closed Positions
7
Increased
24
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $599.1M | 30,817,473 |
| 2 | Focus Partners Advisor Solutions, LLC | $343.7M | 17,681,788 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $119.5M | 6,145 |
| 4 | KEB ASSET MANAGEMENT, LLC | $36.1M | 1,859,271 |
| 5 | CLARIS ADVISORS, LLC / MO / | $34.1M | 1,752,427 |
| 6 | Peirce Capital Management, LLCNew | $33.1M | 1,702,843 |
| 7 | Squire Investment Management Company, LLCNew | $22.0M | 1,131,897 |
| 8 | Kaufman Rossin Wealth, LLCNew | $19.4M | 999,705 |
| 9 | Forum Financial Management, LP | $13.0M | 670,047 |
| 10 | EverSource Wealth Advisors, LLC | $11.6M | 599,119 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Focus Partners Advisor Solutions, LLC | +684K | $343.7M |
| CLARIS ADVISORS, LLC / MO / | +11K | $34.1M |
| Peirce Capital Management, LLCNew | +1.7M | $33.1M |
| Squire Investment Management Company, LLCNew | +1.1M | $22.0M |
| Kaufman Rossin Wealth, LLCNew | +1000K | $19.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Hill Investment Group Partners, LLC | -1.1M | $4.7M |
| Focus Partners Wealth | -467K | $599.1M |
| KEB ASSET MANAGEMENT, LLC | -202K | $36.1M |
| ENVESTNET ASSET MANAGEMENT INC | -105K | $19K |
| JPMORGAN CHASE & CO | -68K | $556K |
Frequently Asked Questions
How many institutional investors hold CTEF?
As of Q1 2025, 111 institutional investors report holding CTEF (EA SERIES TRUST) in their 13F filings.
Which hedge fund owns the most CTEF?
The largest institutional holder of CTEF is Focus Partners Wealth with $599.1M in shares.
Are institutions buying or selling CTEF?
This quarter, 34 institutions opened new positions in CTEF and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.