13F Insight
DOSSIER · 13F Holders · Q2 2026

EA SERIES TRUST

17 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 02072Q663·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$100M
visible holders
Holders
17
filers reporting
Concentration
42.31%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported EA SERIES TRUST in Q2 2026. Astoria Portfolio Advisors LLC. leads at 42.3% 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
$8M320K7.37%Q3 202604
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$7M279K6.30%Q3 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
$2M89K0.41%Q3 202608
Latitude Advisors, LLC
CIK 0001843715
$2M81K0.81%Q2 202609
World Investment Advisors
CIK 0001652594
$1M56K0.02%Q1 202610
GeoWealth Management, LLC
CIK 0001593387
$1M54K0.04%Q2 202611
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$1M51K0.54%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$693K28K0.00%Q1 202613
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$492K20K0.01%Q2 202614
4WEALTH ADVISORS, INC.
CIK 0002056676
$492K20K0.34%Q3 202615
CITADEL ADVISORS LLC
CIK 0001423053
$380K15K0.00%Q2 202616
Onyx Bridge Wealth Group LLC
CIK 0001819476
$346K14K0.03%Q3 202617
WealthTrak Capital Management LLC
CIK 0002052710
$272K11K0.18%Q2 2026