13F Insight
DOSSIER · 13F Holders · Q1 2026

EA SERIES TRUST

18 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 02072Q663·18 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$88M
visible holders
Holders
18
filers reporting
Concentration
37.56%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q1 2026

18 institutions reported EA SERIES TRUST in Q1 2026. Astoria Portfolio Advisors LLC. leads at 37.6% 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
$33M1.3M7.03%Q1 202602
Hobbs Group Advisors, LLC
CIK 0002012280
$19M760K5.71%Q1 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
$6M255K3.69%Q1 202606
Park Edge Advisors, LLC
CIK 0001965659
$4M175K0.92%Q2 202607
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M85K0.44%Q1 202608
Sound Income Strategies, LLC
CIK 0001730960
$2M73K0.08%Q2 202609
Latitude Advisors, LLC
CIK 0001843715
$2M62K0.72%Q1 202610
World Investment Advisors
CIK 0001652594
$1M56K0.02%Q1 202611
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$1M51K0.54%Q2 202612
GeoWealth Management, LLC
CIK 0001593387
$1M45K0.04%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$693K28K0.00%Q1 202614
MIRAE ASSET SECURITIES (USA) INC.
CIK 0000890203
$387K15K0.01%Q1 202615
Onyx Bridge Wealth Group LLC
CIK 0001819476
$356K14K0.03%Q2 202616
BlackDiamond Wealth Management, LLC
CIK 0001903059
$336K13K0.16%Q1 202617
4WEALTH ADVISORS, INC.
CIK 0002056676
$215K9K0.16%Q2 202618
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$19K7420.00%Q1 2026