13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

EA SERIES TRUST

21 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 02072L631·21 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.3%
vs prior quarter
13F value held
$43M
74.0% inst. owned
of float
Holders
21
-49 QoQ
filers reporting
Activity
+30 / −70
+950 added · −716 reduced
this quarter
Concentration
26.59%
L.K. Benson & Company, P.C. #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported EA SERIES TRUST in Q1 2026. L.K. Benson & Company, P.C. leads at 26.6% of the visible book. -49 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
L.K. Benson & Company, P.C.
CIK 0002055235
$11M471K3.74%Q1 202602
BWM Planning, LLC
CIK 0002039698
$10M418K2.65%Q1 202603
Encompass More Asset Management
CIK 0002011218
$6M258K1.04%Q1 202604
Ethos Financial Group, LLC
CIK 0001954242
$4M148K0.26%Q1 202605
Vestment Financial LLC
CIK 0002056705
$2M78K0.89%Q1 202606
Synergy Asset Management, LLC
CIK 0001699080
$2M69K0.18%Q1 202607
Archford Capital Strategies, LLC
CIK 0001606609
$2M64K0.18%Q1 202608
XY Planning Network, Inc.
CIK 0001873438
$1M57K0.22%Q1 202609
Valley Financial Group, Inc.
CIK 0002010327
$1M49K0.63%Q1 202610
IHT Wealth Management, LLC
CIK 0001697490
$1M47K0.03%Q1 202611
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$732,24931K0.31%Q1 202612
Quantinno Capital Management LP
CIK 0001759654
$556,07623K0.00%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$527,36622K0.00%Q1 202614
Federation des caisses Desjardins du Quebec
CIK 0002022297
$389,41116K0.00%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$320,89913K0.00%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$161,0007K0.00%Q1 202617
Sankala Group LLC
CIK 0002113426
$24,6741K0.02%Q1 202618
Stillwater Private Wealth, LLC
CIK 0002137933
$4,290179K3.63%Q1 202619
One Degree Advisors Inc
CIK 0002005743
$2,706113K0.71%Q1 202620
UBS Group AG
CIK 0001610520
$1,416590.00%Q1 2026
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