Who Owns EA SERIES TRUST (USEW)?Hedge Fund & Institutional Holders

$49.97+0.20 (+0.40%)BATS

Institutional Holders

31

as of Q4 2025

Total Institutional Value

$3.845326000140004e+99T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$49.77$50.33$50.88$51.44$51.99Dec 25Feb 26Mar 26

USEW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Prism Advisors, Inc.New Position+758K+$38.5M
Cresset Asset Management, LLCNew Position+523K+$26.0M
MAI Capital ManagementNew Position+295K+$14.0M
HighTower Advisors, LLCNew Position+80K+$4.0M
Walkner Condon Financial Advisors LLCNew Position+67K+$3.4M
GTS SECURITIES LLCNew Position+73K+$3.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+57K+$3.0M
FIDUCIENT ADVISORS LLCNew Position+55K+$2.8M
Astra Wealth Partners LLCNew Position+52K+$2.6M
Nvest Wealth Strategies, Inc.New Position+51K+$2.6M
Cherry Tree Wealth Management, LLCNew Position+40K+$2.0M
Bleakley Financial Group, LLCNew Position+39K+$2.0M
Sanctuary Advisors, LLCNew Position+39K+$2.0M
Opes Wealth Management LLCNew Position+33K+$1.7M
A4 Wealth Advisors LLCNew Position+29K+$1.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Prism Advisors, Inc.757,626$38.5M10.25%Share
2Cresset Asset Management, LLC522,845$26.0M0.11%Share
3MAI Capital Management295,035$14.0M0.08%Share
4HighTower Advisors, LLC80,220$4.0M0.00%Share
5Walkner Condon Financial Advisors LLC67,215$3.4M0.47%Share
6GTS SECURITIES LLC73,057$3.0M0.10%Share
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC57,256$3.0M0.00%Share
8FIDUCIENT ADVISORS LLC55,366$2.8M0.35%Share
9Astra Wealth Partners LLC51,810$2.6M1.55%Share
10Nvest Wealth Strategies, Inc.51,099$2.6M1.90%Share
11Cherry Tree Wealth Management, LLC39,965$2.0M0.43%Share
12Bleakley Financial Group, LLC39,495$2.0M0.03%Share
13Sanctuary Advisors, LLC39,361$2.0M0.01%Share
14Opes Wealth Management LLC32,912$1.7M0.27%Share
15A4 Wealth Advisors LLC28,531$1.4M1.25%Share
16WESCAP Management Group, Inc.22,088$1.1M0.23%Share
17GREENWOOD CAPITAL ASSOCIATES LLC21,521$1.1M0.12%Share
18Quantinno Capital Management LP37,935$1.0M0.00%Share
19ROTHSCHILD INVESTMENT LLC32,501$1.0M0.06%Share
20Wealthcare Advisory Partners LLC18,306$929K0.02%Share
21Berger Financial Group, Inc17,588$892K0.05%Share
22NOTTINGHAM ADVISORS, INC.15,080$765K0.11%Put
23CYPRESS FINANCIAL PLANNING LLC9,073$460K0.13%Share
24Savvy Advisors, Inc.8,036$407K0.01%Share
25ONE PLUS ONE WEALTH MANAGEMENT, LLC6,348$322K0.15%Share
26IFG Advisors, LLC5,248$266K0.04%Share
27Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,570$231K0.00%Share
28Frazier Financial Advisors, LLC3,463$175K0.10%Share
29CITADEL ADVISORS LLC9,381$00.00%Share
30GOLDMAN SACHS GROUP INC10,256$00.00%Share
31NewEdge Advisors, LLC18,849$00.00%Share

As of Q4 2025, 31 institutional investors hold USEW (EA SERIES TRUST). The largest holder is Prism Advisors, Inc. with $38.5M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own USEW?

As of Q4 2025, 31 institutional investors report holding USEW (EA SERIES TRUST) in their 13F filings.

Who is the largest institutional holder of USEW?

The largest institutional holder of USEW is Prism Advisors, Inc. with $38.5M in shares.

Is institutional ownership of USEW increasing or decreasing?

This quarter, 15 institutions opened new positions in USEW and 0 closed their positions.