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

$3.845300026e+132T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$49.63$50.22$50.81$51.40$51.99Dec 25Feb 26Mar 26

USEW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Prism Advisors, Inc.New Position+758K+$38.5B
Cresset Asset Management, LLCNew Position+523K+$26.0B
Walkner Condon Financial Advisors LLCNew Position+67K+$3.4B
Astra Wealth Partners LLCNew Position+52K+$2.6B
Cherry Tree Wealth Management, LLCNew Position+40K+$2.0B
Wealthcare Advisory Partners LLCNew Position+18K+$929.0M
Berger Financial Group, IncNew Position+18K+$892.0M
CYPRESS FINANCIAL PLANNING LLCNew Position+9K+$460.0M
Savvy Advisors, Inc.New Position+8K+$407.0M
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+6K+$322.0M
Frazier Financial Advisors, LLCNew Position+3K+$175.0M
MAI Capital ManagementNew Position+295K+$14.0M
HighTower Advisors, LLCNew Position+80K+$4.0M
GTS SECURITIES LLCNew Position+73K+$3.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+57K+$3.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Prism Advisors, Inc.757,626$38.5B10.25%Share
2Cresset Asset Management, LLC522,845$26.0B0.11%Share
3Walkner Condon Financial Advisors LLC67,215$3.4B0.47%Share
4Astra Wealth Partners LLC51,810$2.6B1.55%Share
5Cherry Tree Wealth Management, LLC39,965$2.0B0.43%Share
6Wealthcare Advisory Partners LLC18,306$929.0M0.02%Share
7Berger Financial Group, Inc17,588$892.0M0.05%Share
8CYPRESS FINANCIAL PLANNING LLC9,073$460.0M0.13%Share
9Savvy Advisors, Inc.8,036$407.0M0.01%Share
10ONE PLUS ONE WEALTH MANAGEMENT, LLC6,348$322.0M0.15%Share
11Frazier Financial Advisors, LLC3,463$175.0M0.10%Share
12MAI Capital Management295,035$14.0M0.08%Share
13HighTower Advisors, LLC80,220$4.0M0.00%Share
14GTS SECURITIES LLC73,057$3.0M0.10%Share
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC57,256$3.0M0.00%Share
16FIDUCIENT ADVISORS LLC55,366$2.8M0.35%Share
17Nvest Wealth Strategies, Inc.51,099$2.6M1.90%Share
18Bleakley Financial Group, LLC39,495$2.0M0.03%Share
19Sanctuary Advisors, LLC39,361$2.0M0.01%Share
20Opes Wealth Management LLC32,912$1.7M0.27%Share
21A4 Wealth Advisors LLC28,531$1.4M1.25%Share
22WESCAP Management Group, Inc.22,088$1.1M0.23%Share
23GREENWOOD CAPITAL ASSOCIATES LLC21,521$1.1M0.12%Share
24Quantinno Capital Management LP37,935$1.0M0.00%Share
25ROTHSCHILD INVESTMENT LLC32,501$1.0M0.06%Share
26NOTTINGHAM ADVISORS, INC.15,080$765K0.11%Put
27IFG Advisors, LLC5,248$266K0.04%Share
28Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,570$231K0.00%Share
29GOLDMAN SACHS GROUP INC10,256$00.00%Share
30CITADEL ADVISORS LLC9,381$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 $38.5B 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 $38.5B in shares.

Is institutional ownership of USEW increasing or decreasing?

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