BEEZ (EA SERIES TRUST) is held by 4 institutional investors as of Q1 2026. Largest holders: CIBC WORLD MARKET INC. ($663,088), ROYAL BANK OF CANADA ($311,000), UBS Group AG ($27,035). Net institutional sentiment: Mixed.
4
Holders
Avg rating
$1M
Total Value
33% (4)
Fund Consensus
1 buying - 2 selling
Smart Money Verdict35Weak MomentumSingle Source
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See how BEEZ's score breaks down across 4 SEC sources
Held by 4 funds
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Decreased | 20,580(-0.6%) | $663,088 | 0.0% | +10.87% | 0 | |
Unchanged | 9,650 | $311,000 | 0.0% | +4.20% | 0 | |
Decreased | 839(-9.3%) | $27,035 | 0.0% | +0.47% | 0 | |
New | 800 | $25,778 | 0.0% | -4.99% | 29 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer