13F Insight
DOSSIER · 13F Holders · Q2 2026

EA SERIES TRUST

31 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 02072Q853·31 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$314M
visible holders
Holders
31
filers reporting
Concentration
52.42%
Cache Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported EA SERIES TRUST in Q2 2026. Cache Advisors, LLC leads at 52.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cache Advisors, LLC
CIK 0002052593
$165M2.8M13.95%Q2 202602
Seed Wealth Management, Inc.
CIK 0001963728
$36M684K24.64%Q1 202603
Relyea Zuckerberg Hanson LLC
CIK 0001793691
$27M446K2.22%Q2 202604
Plancorp, LLC
CIK 0001599579
$12M199K0.29%Q2 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M173K0.02%Q2 202606
Sageworth Trust Co
CIK 0001482688
$9M178K0.40%Q1 202607
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$9M173K0.00%Q1 202608
Empowered Funds, LLC
CIK 0001592828
$8M155K0.05%Q1 202609
One Degree Advisors Inc
CIK 0002005743
$7M138K1.89%Q1 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$6M111K0.04%Q1 202611
Soundwatch Capital LLC
CIK 0001803253
$5M100K0.66%Q1 202612
Apexium Financial, LP
CIK 0001765285
$4M69K0.18%Q3 202513
M Holdings Securities, Inc.
CIK 0001569638
$3M67K0.24%Q1 202614
QUARRY HILL ADVISORS, LLC
CIK 0001965346
$2M39K0.90%Q1 202615
Downshift Financial, LLC
CIK 0002118380
$2M35K0.99%Q1 202616
Frankly Finances, LLC
CIK 0002096338⚠ data anomaly
$2M31K1.48%Q2 202617
JPL Wealth Management, LLC
CIK 0002010710
$2M35K0.43%Q1 202618
Creative Planning
CIK 0001540235
$2M32K0.00%Q1 202619
Flatrock Wealth Partners LLC
CIK 0002130067
$2M31K0.74%Q1 202620
L.K. Benson & Company, P.C.
CIK 0002055235
$1M23K0.42%Q2 2026
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