13F Insight
DOSSIER · 13F Holders · Q2 2026

EA SERIES TRUST

22 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L185·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$158M
visible holders
Holders
22
filers reporting
Concentration
37.44%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported EA SERIES TRUST in Q2 2026. Astoria Portfolio Advisors LLC. leads at 37.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Astoria Portfolio Advisors LLC.
CIK 0001931642
$59M1.6M9.98%Q2 202602
Hobbs Group Advisors, LLC
CIK 0002012280
$40M1.1M10.48%Q2 202603
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$22M597K11.01%Q2 202604
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$11M297K10.13%Q2 202605
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$7M194K7.18%Q2 202606
Stegent Equity Advisors, Inc.
CIK 0001908976
$4M117K3.04%Q2 202607
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M65K0.45%Q2 202608
Sound Income Strategies, LLC
CIK 0001730960
$2M61K0.10%Q2 202609
World Investment Advisors
CIK 0001652594
$2M69K0.03%Q1 202610
GeoWealth Management, LLC
CIK 0001593387
$1M38K0.04%Q2 202611
Latitude Advisors, LLC
CIK 0001843715
$1M38K0.55%Q2 202612
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$1M37K0.03%Q2 202613
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$1M35K0.53%Q2 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M36K0.00%Q1 202615
Onyx Bridge Wealth Group LLC
CIK 0001819476
$702K19K0.06%Q2 202616
WealthTrak Capital Management LLC
CIK 0002052710
$631K17K0.41%Q2 202617
Equitable Holdings, Inc.
CIK 0001333986
$549K15K0.00%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$161K5K0.00%Q2 202619
Medallion Wealth Advisors, LLC
CIK 0002131139
$150K4K0.05%Q2 202620
MORGAN STANLEY
CIK 0000895421
$22K6000.00%Q2 2026
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