Latest Period
Q1 2026
Security Snapshot
EA SERIES TRUST - ARS FOCUSED OPPO (AFOS) Institutional Ownership
CUSIP: 02072Q531
13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026
Institutions Reporting
11
Shares (Excl. Options)
5,956,814
Price
$36.13
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- Security type / class
- Equity / ARS FOCUSED OPPO
- Symbol
- AFOS
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,956,814
- Total 13F value
- $215,244,130
- Portfolio coverage rank
- 0%
- Share change
- +77,224
- Value change
- +$2,790,418
- Number of holders
- 11
- SEC-reported price per share
- $44.79
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AFOS - EA SERIES TRUST - ARS FOCUSED OPPO is tracked under CUSIP 02072Q531.
- 11 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 6 to 11 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $202,141,482 to $215,244,130.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 11 institutions filings for Q1 2026.
Security key
02072Q531
Latest holder period
Q1 2026
13F holders
11
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 02072Q531:
As of 31 Mar 2026, 11 institutional investors reported holding 5,956,814 shares of EA SERIES TRUST - ARS FOCUSED OPPO (AFOS).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q1 2026
Rows shown
1-4 of 4
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,956,814 | $215,244,130 | +$2,790,418 | $36.13 | 11 |
| 2025 Q4 | 5,879,590 | $202,141,482 | +$1,152,749 | $34.38 | 6 |
| 2025 Q3 | 5,846,060 | $179,137,889 | -$320,004 | $30.64 | 4 |
| 2025 Q2 | 5,856,503 | $149,927,606 | +$149,927,606 | $25.60 | 2 |