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BFLB Institutional Ownership

EA Series Trust - BufferLABS US Equity Dynamic Buffer ETF
1W: -0.1% 1M: +0.6% YTD: +0.6%
$55.70
+0.21 (+0.38%)
 
Weekly Expected Move ±0.9%
$55 $55 $56 $56 $57
ETF CBOE · AUM $65.5M

Institutional Ownership — BFLB

7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
71M
Total Invested
2
New Positions
4
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (9 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WealthPlan Investment Management, LLC 944,860 $53M -101,241 -9.7% 3Q SEC ↗
2 WealthPLAN Partners, LLC 186,413 $10M +3,664 +2.0% 3Q SEC ↗
3 Steward Partners Investment Advisory, 126,825 $7M +10,787 +9.3% 2Q SEC ↗
4 CWC Advisors, LLC. NEW 26,545 $1M — +0.0% 1Q SEC ↗
5 OLD MISSION CAPITAL LLC 12,167 $678K +5,382 +79.3% 2Q SEC ↗
6 Composition Wealth, LLC NEW 3,675 $205K — +0.0% 1Q SEC ↗
7 UBS Group AG 502 $28K +324 +182.0% 3Q SEC ↗
8 PNC Financial Services Group, Inc. 0 $0K -4 -100.0% 1Q SEC ↗
9 JANE STREET GROUP, LLC 0 $0K -5,926 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
CWC Advisors, LLC. 26,545 $1M
Composition Wealth, LLC 3,675 $205K
Sold Out (2)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 5,926 $330K
PNC Financial Services Group, Inc. 4 $0K
Biggest Increases (4)
HolderAddedChange %Total Shares
Steward Partners Investment Advisor +10,787 +9.3% 126,825
OLD MISSION CAPITAL LLC +5,382 +79.3% 12,167
WealthPLAN Partners, LLC +3,664 +2.0% 186,413
UBS Group AG +324 +182.0% 502
Biggest Decreases (1)
HolderReducedChange %Total Shares
WealthPlan Investment Management, L -101,241 -9.7% 944,860

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms