13F Insight
DOSSIER · 13F Holders · Q2 2026

EA SERIES TRUST

19 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 02072Q663·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$101M
visible holders
Holders
19
filers reporting
Concentration
41.76%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported EA SERIES TRUST in Q2 2026. Astoria Portfolio Advisors LLC. leads at 41.8% 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
$42M1.7M7.12%Q2 202602
Hobbs Group Advisors, LLC
CIK 0002012280
$21M839K5.55%Q2 202603
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$7M275K7.05%Q2 202604
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$7M267K6.30%Q2 202605
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$7M260K3.32%Q2 202606
Park Edge Advisors, LLC
CIK 0001965659
$4M175K0.92%Q2 202607
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M91K0.43%Q2 202608
Latitude Advisors, LLC
CIK 0001843715
$2M81K0.81%Q2 202609
Sound Income Strategies, LLC
CIK 0001730960
$2M73K0.08%Q2 202610
World Investment Advisors
CIK 0001652594
$1M56K0.02%Q1 202611
GeoWealth Management, LLC
CIK 0001593387
$1M54K0.04%Q2 202612
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$1M51K0.54%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$693K28K0.00%Q1 202614
MIRAE ASSET SECURITIES (USA) INC.
CIK 0000890203
$609K24K0.02%Q2 202615
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$492K20K0.01%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$380K15K0.00%Q2 202617
Onyx Bridge Wealth Group LLC
CIK 0001819476
$356K14K0.03%Q2 202618
WealthTrak Capital Management LLC
CIK 0002052710
$272K11K0.18%Q2 202619
4WEALTH ADVISORS, INC.
CIK 0002056676
$215K9K0.16%Q2 2026