DOSSIER · 13F Holders · Q2 2026

EA SERIES TRUST

3 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 02072Q689·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$277M
visible holders
Holders
3
filers reporting
Concentration
99.98%
Amplius Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported EA SERIES TRUST in Q2 2026. Amplius Wealth Advisors, LLC leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Amplius Wealth Advisors, LLC
CIK 0001900584
$277M9.1M20.28%Q2 2026
02
ROYAL BANK OF CANADA
CIK 0001000275
$30K1K0.00%Q1 2026
03
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$15K5460.00%Q1 2026