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 02072L631·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
20
filers reporting
Concentration
23.94%
L.K. Benson & Company, P.C. #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported EA SERIES TRUST in Q2 2026. L.K. Benson & Company, P.C. leads at 23.9% 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
Encompass More Asset Management
CIK 0002011218
$6M271K0.94%Q2 202604
Stillwater Private Wealth, LLC
CIK 0002137933
$4M179K3.63%Q1 202605
Ethos Financial Group, LLC
CIK 0001954242
$4M148K0.26%Q1 202606
Vestment Financial LLC
CIK 0002056705
$3M140K1.51%Q2 202607
One Degree Advisors Inc
CIK 0002005743
$3M113K0.71%Q1 202608
Archford Capital Strategies, LLC
CIK 0001606609
$2M65K0.16%Q2 202609
XY Planning Network, Inc.
CIK 0001873438
$2M63K0.19%Q2 202610
Valley Financial Group, Inc.
CIK 0002010327
$1M49K0.63%Q1 202611
IHT Wealth Management, LLC
CIK 0001697490
$1M47K0.03%Q1 202612
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$690K29K0.30%Q2 202613
Quantinno Capital Management LP
CIK 0001759654
$556K23K0.00%Q1 202614
NewEdge Advisors, LLC
CIK 0001633516
$527K22K0.00%Q1 202615
Federation des caisses Desjardins du Quebec
CIK 0002022297
$389K16K0.00%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$321K13K0.00%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$161K7K0.00%Q1 202618
Sankala Group LLC
CIK 0002113426
$25K1K0.02%Q1 202619
UBS Group AG
CIK 0001610520
$1K590.00%Q1 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025