Which funds hold BEEZ?

As of 2026-Q2, 1 institutional funds reported holding BEEZ (EA SERIES TRUST) in SEC 13F filings, with a combined reported value of $28.33K.

How many shares of BEEZ do institutions own?

13F filers reported 836 shares of BEEZ, worth $28.33K in aggregate at the end of 2026-Q2.

Is institutional ownership of BEEZ rising or falling?

Share counts moved -0.4% versus the prior quarter — distribution.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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BEEZ — EA SERIES TRUST

Reported value held$287.31K

Funds holding (latest)2

Sector—

Funds holding (Q2 2026)1

Institutional value$28.33K · 836 sh

New / Add / Cut / Exit0 / 0 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Reducing -0.4% (-3 sh)

Institutional value change Up +4.8%

As of Q2 2026, 1 SEC-registered investment managers reported holding BEEZ (EA SERIES TRUST) in their latest 13F filings, with a combined reported value of $28.33K across 836 shares. That is -0.4% by share count (-3 shares) versus the previous quarter, while reported value moved +4.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	Q1 2025	8.52K	$258.98K	0.00%	Add
UBS Group AG history	Q2 2026	836	$28.33K	0.00%	Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 2 funds)

Fund	Q3 2024	Q4 2024	Q1 2025	Q2 2025	Q3 2025	Q4 2025	Q1 2026	Q2 2026
UBS Group AG	—	4	—	1.08K	1.02K	925	839	836
Citadel Advisors	8.40K	7.94K	8.52K	—	—	—	—	—

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