13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

EA SERIES TRUST

3 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 02072Q689·3 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$243M
45.0% inst. owned
of float
Holders
3
-83 QoQ
filers reporting
Activity
+66 / −15
+786 added · −775 reduced
this quarter
Concentration
99.98%
Amplius Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported EA SERIES TRUST in Q1 2026. Amplius Wealth Advisors, LLC leads at 100.0% of the visible book. -83 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Amplius Wealth Advisors, LLC
CIK 0001900584
$243M9.1M20.21%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$30,0001K0.00%Q1 202603
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$14,6065460.00%Q1 2026