13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

EA SERIES TRUST

30 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 02072Q853·30 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.4%
vs prior quarter
13F value held
$306M
50.0% inst. owned
of float
Holders
30
+55 QoQ
filers reporting
Activity
+94 / −94
+855 added · −781 reduced
this quarter
Concentration
47.18%
Cache Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported EA SERIES TRUST in Q1 2026. Cache Advisors, LLC leads at 47.2% of the visible book. +55 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Cache Advisors, LLC
CIK 0002052593
$144M2.8M16.66%Q1 202602
Plancorp, LLC
CIK 0001599579
$37M681K1.06%Q1 202603
Seed Wealth Management, Inc.
CIK 0001963728
$36M684K24.64%Q1 202604
Relyea Zuckerberg Hanson LLC
CIK 0001793691
$23M446K2.35%Q1 202605
Sageworth Trust Co
CIK 0001482688
$9M178K0.40%Q1 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$9M173K0.02%Q1 202607
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$9M173K0.00%Q1 202608
Empowered Funds, LLC
CIK 0001592828
$8M155K0.05%Q1 202609
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$6M111K0.04%Q1 202610
Soundwatch Capital LLC
CIK 0001803253
$5M100K0.66%Q1 202611
Apexium Financial, LP
CIK 0001765285
$4M69K0.18%Q3 202512
QUARRY HILL ADVISORS, LLC
CIK 0001965346
$2M39K0.90%Q1 202613
Downshift Financial, LLC
CIK 0002118380
$2M35K0.99%Q1 202614
JPL Wealth Management, LLC
CIK 0002010710
$2M35K0.43%Q1 202615
Creative Planning
CIK 0001540235
$2M32K0.00%Q1 202616
Frankly Finances, LLC
CIK 0002096338
$2M31K1.49%Q1 202617
Flatrock Wealth Partners LLC
CIK 0002130067
$2M31K0.74%Q1 202618
Almanack Investment Partners, LLC.
CIK 0001680613
$1M24K0.22%Q1 202619
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$1M24K0.30%Q1 202620
L.K. Benson & Company, P.C.
CIK 0002055235
$1M23K0.41%Q1 2026
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