13F Insight
DOSSIER · 13F Holders · Q2 2026

EA SERIES TRUST

20 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 02072L185·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$153M
visible holders
Holders
20
filers reporting
Concentration
38.77%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported EA SERIES TRUST in Q2 2026. Astoria Portfolio Advisors LLC. leads at 38.8% 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
$11M304K10.17%Q3 202605
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$8M218K7.42%Q3 202606
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M66K0.45%Q3 202607
World Investment Advisors
CIK 0001652594
$2M69K0.03%Q1 202608
GeoWealth Management, LLC
CIK 0001593387
$1M38K0.04%Q2 202609
Latitude Advisors, LLC
CIK 0001843715
$1M38K0.55%Q2 202610
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$1M37K0.03%Q2 202611
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$1M35K0.53%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M36K0.00%Q1 202613
Onyx Bridge Wealth Group LLC
CIK 0001819476
$696K19K0.06%Q3 202614
WealthTrak Capital Management LLC
CIK 0002052710
$631K17K0.41%Q2 202615
Equitable Holdings, Inc.
CIK 0001333986
$549K15K0.00%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$161K5K0.00%Q2 202617
Medallion Wealth Advisors, LLC
CIK 0002131139
$150K4K0.05%Q2 202618
MORGAN STANLEY
CIK 0000895421
$22K6000.00%Q2 202619
UBS Group AG
CIK 0001610520
$22K5940.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025