Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / HONEYTREE US EQU
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Number of holders
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5
-
Total 13F shares, excl. options
-
102,770
-
Shares change
-
+1,117
-
Total reported value, excl. options
-
$3,124,032
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Value change
-
+$33,300
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Number of buys
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3
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Number of sells
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-2
-
Price
-
$30.40
Significant Holders of EA SERIES TRUST - HONEYTREE US EQU (BEEZ) as of Q1 2025
7 filings reported holding BEEZ - EA SERIES TRUST - HONEYTREE US EQU as of Q1 2025.
EA SERIES TRUST - HONEYTREE US EQU (BEEZ) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 102,770 shares
.
Largest 7 shareholders include JOURNEY STRATEGIC WEALTH LLC (61,658 shares), CIBC WORLD MARKET INC. (20,710 shares), ROYAL BANK OF CANADA (11,783 shares), CITADEL ADVISORS LLC (8,519 shares), RAELIPSKIE PARTNERSHIP (100 shares), UBS Group AG (0 shares), and BANK OF MONTREAL /CAN/ (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.