13F Insight
DOSSIER · 13F Holders · Q2 2026

EA SERIES TRUST

25 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 02072L631·25 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
25
filers reporting
Concentration
19.09%
L.K. Benson & Company, P.C. #1
top holder share
AI Holders Summary · Q2 2026

25 institutions reported EA SERIES TRUST in Q2 2026. L.K. Benson & Company, P.C. leads at 19.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
L.K. Benson & Company, P.C.
CIK 0002055235
$12M517K3.73%Q2 202602
BWM Planning, LLC
CIK 0002039698
$11M453K2.51%Q2 202603
Stokes Family Office, LLC
CIK 0001802278
$9M357K0.99%Q2 202604
Encompass More Asset Management
CIK 0002011218
$6M271K0.94%Q2 202605
Vise Technologies, Inc.
CIK 0001812090
$5M218K0.06%Q2 202606
Stillwater Private Wealth, LLC
CIK 0002137933
$4M179K3.63%Q1 202607
Ethos Financial Group, LLC
CIK 0001954242
$3M142K0.23%Q2 202608
Vestment Financial LLC
CIK 0002056705
$3M140K1.51%Q2 202609
One Degree Advisors Inc
CIK 0002005743
$3M113K0.71%Q1 202610
Archford Capital Strategies, LLC
CIK 0001606609
$2M65K0.16%Q2 202611
XY Planning Network, Inc.
CIK 0001873438
$2M63K0.19%Q2 202612
Valley Financial Group, Inc.
CIK 0002010327
$1M49K0.57%Q2 202613
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$690K29K0.30%Q2 202614
Quantinno Capital Management LP
CIK 0001759654
$554K23K0.00%Q2 202615
NewEdge Advisors, LLC
CIK 0001633516
$525K22K0.00%Q2 202616
IHT Wealth Management, LLC
CIK 0001697490
$475K20K0.01%Q2 202617
Federation des caisses Desjardins du Quebec
CIK 0002022297
$413K17K0.00%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$321K13K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$200K8K0.00%Q2 202620
JPL Wealth Management, LLC
CIK 0002010710
$84K4K0.02%Q2 2026
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