13F Insight
DOSSIER · 13F Holders · Q1 2026

EA SERIES TRUST

20 institutions still hold EA SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L185·20 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$123M
visible holders
Holders
20
filers reporting
Concentration
37.97%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported EA SERIES TRUST in Q1 2026. Astoria Portfolio Advisors LLC. leads at 38.0% 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
$47M1.4M9.90%Q1 202602
Hobbs Group Advisors, LLC
CIK 0002012280
$30M1.1M9.06%Q1 202603
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$16M545K9.04%Q1 202604
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$11M297K10.13%Q2 202605
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$7M194K7.18%Q2 202606
Sound Income Strategies, LLC
CIK 0001730960
$2M61K0.10%Q2 202607
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M75K0.45%Q1 202608
World Investment Advisors
CIK 0001652594
$2M69K0.03%Q1 202609
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$1M35K0.53%Q2 202610
Latitude Advisors, LLC
CIK 0001843715
$1M41K0.54%Q1 202611
GeoWealth Management, LLC
CIK 0001593387
$1M39K0.04%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M36K0.00%Q1 202613
Onyx Bridge Wealth Group LLC
CIK 0001819476
$702K19K0.06%Q2 202614
WealthTrak Capital Management LLC
CIK 0002052710
$214K7K0.15%Q1 202615
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$144K5K0.00%Q1 202616
Medallion Wealth Advisors, LLC
CIK 0002131139
$118K4K0.04%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$26K9230.00%Q1 202618
MORGAN STANLEY
CIK 0000895421
$17K6000.00%Q1 202619
UBS Group AG
CIK 0001610520
$2K610.00%Q1 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025