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EMPB Institutional Ownership

EA Series Trust - Efficient Market Portfolio Plus ETF
1W: +0.4% 1M: +2.1% YTD: -1.3%
$35.22
+0.12 (+0.34%)
 
Weekly Expected Move ±1.1%
$35 $35 $35 $36 $36
ETF AMEX · AUM $31.6M

Institutional Ownership — EMPB

7
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
1
New Positions
4
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (10 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GTS SECURITIES LLC 203,502 $7M +186,678 +1109.6% 2Q SEC ↗
2 RIA Advisory Group LLC 29,141 $1M +7,525 +34.8% 2Q SEC ↗
3 Belpointe Asset Management LLC NEW 25,575 $901K — +0.0% 1Q SEC ↗
4 Americana Partners, LLC 15,855 $558K — +0.0% 4Q SEC ↗
5 HighTower Advisors, LLC 7,151 $252K +169 +2.4% 3Q SEC ↗
6 Geneos Wealth Management Inc. 6,399 $225K +4,399 +219.9% 2Q SEC ↗
7 CWM, LLC 5,208 $183K +270 +5.5% 5Q SEC ↗
8 EverSource Wealth Advisors, LLC 4 $0K — +0.0% 2Q SEC ↗
9 BROWN ADVISORY INC 0 $0K -16,670 -100.0% 2Q SEC ↗
10 MIRAE ASSET SECURITIES (USA) INC. 0 $0K -40,000 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Belpointe Asset Management LLC 25,575 $901K
Sold Out (2)
HolderPrev SharesPrev Value
MIRAE ASSET SECURITIES (USA) INC. 40,000 $1M
BROWN ADVISORY INC 16,670 $587K
Biggest Increases (5)
HolderAddedChange %Total Shares
GTS SECURITIES LLC +186,678 +1109.6% 203,502
RIA Advisory Group LLC +7,525 +34.8% 29,141
Geneos Wealth Management Inc. +4,399 +219.9% 6,399
CWM, LLC +270 +5.5% 5,208
HighTower Advisors, LLC +169 +2.4% 7,151
Biggest Decreases (0)

None.

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