7 institutions reported holding $1.6M of EA SERIES TRUST (BEEZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: CIBC WORLD MARKET INC. ($663,088), GTS SECURITIES LLC ($550,498), Royal Bank of Canada ($311,000), UBS Group AG ($27,035), BANK OF MONTREAL /CAN/ ($25,778). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CIBC WORLD MARKET INC. | $663,088 | 20,580 | Trimmed |
| 2 | GTS SECURITIES LLC | $550,498 | 17,084 | Added |
| 3 | Royal Bank of Canada | $311,000 | 9,650 | Hold |
| 4 | UBS Group AG | $27,035 | 839 | Trimmed |
| 5 | BANK OF MONTREAL /CAN/ | $25,778 | 800 | New |
| 6 | RAELIPSKIE PARTNERSHIP | $3,222 | 100 | Hold |
| 7 | JOURNEY STRATEGIC WEALTH LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31