FRDM — Ea Series Trust 机构持仓 · 2026年Q3
谁持有 Ea Series Trust(FRDM)?2026年Q3(报告期截至 2026-09-30)共有 17 家机构在 SEC 13F 申报中报告持有,合计 6,473.41 万美元。前几大持有机构:First Heartland Consultants, Inc.(2,230.00 万美元)、Intelligence Driven Advisers, LLC(1,480.00 万美元)、Longview Financial Advisors, Inc.(1,280.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $22.3M | 319,257 | 减持 |
| 2 | Intelligence Driven Advisers, LLC | $14.8M | 211,409 | 减持 |
| 3 | Longview Financial Advisors, Inc. | $12.8M | 183,448 | 减持 |
| 4 | TrueWealth Advisors, LLC | $9.9M | 141,166 | 减持 |
| 5 | Prism Advisors, Inc. | $1.3M | 18,213 | 减持 |
| 6 | Valeo Financial Advisors, LLC | $733,810 | 10,489 | 持平 |
| 7 | AVAII WEALTH MANAGEMENT, LLC | $716,389 | 10,076 | 增持 |
| 8 | Cooper Financial Group | $697,776 | 9,974 | 增持 |
| 9 | Strong Retirement Solutions LLC | $351,829 | 5,029 | 增持 |
| 10 | Tactive Advisors, LLC | $298,239 | 4,263 | 减持 |
| 11 | Castleview Partners, LLC | $277,182 | 3,962 | 增持 |
| 12 | Cambridge Financial Group, LLC | $263,947 | 3,621 | 持平 |
| 13 | Farther Finance Advisors, LLC | $192,410 | 2,750 | 增持 |
| 14 | Investors Research Corp | $78,145 | 1,117 | 持平 |
| 15 | CoreCap Advisors, LLC | $27,984 | 400 | 持平 |
| 16 | MJT & Associates Financial Advisory Group, Inc. | $6,996 | 100 | 持平 |
| 17 | Trust Co | $1,469 | 21 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30