13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

EA SERIES TRUST

17 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 02072Q663·17 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.7%
vs prior quarter
13F value held
$82M
74.0% inst. owned
of float
Holders
17
-115 QoQ
filers reporting
Activity
+72 / −52
+965 added · −794 reduced
this quarter
Concentration
40.39%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported EA SERIES TRUST in Q1 2026. Astoria Portfolio Advisors LLC. leads at 40.4% of the visible book. -115 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Astoria Portfolio Advisors LLC.
CIK 0001931642
$33M1.3M7.03%Q1 202602
Hobbs Group Advisors, LLC
CIK 0002012280
$19M760K5.71%Q1 202603
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$7M269K7.05%Q1 202604
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$6M255K3.69%Q1 202605
Park Edge Advisors, LLC
CIK 0001965659
$4M173K1.00%Q1 202606
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$3M138K4.50%Q4 202507
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M85K0.44%Q1 202608
Latitude Advisors, LLC
CIK 0001843715
$2M62K0.72%Q1 202609
World Investment Advisors
CIK 0001652594
$1M56K0.02%Q1 202610
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$1M51K0.60%Q1 202611
GeoWealth Management, LLC
CIK 0001593387
$1M45K0.04%Q1 202612
MIRAE ASSET SECURITIES (USA) INC.
CIK 0000890203
$386,99515K0.01%Q1 202613
BlackDiamond Wealth Management, LLC
CIK 0001903059
$336,45313K0.16%Q1 202614
Onyx Bridge Wealth Group LLC
CIK 0001819476
$238,1339K0.03%Q1 202615
Sound Income Strategies, LLC
CIK 0001730960
$157,6316K0.01%Q1 202616
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$18,6497420.00%Q1 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$69328K0.00%Q1 2026