13F Insight
DOSSIER · 13F Holders · Q2 2026
AAEQ

EA SERIES TRUST

40 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 02072Q358·40 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$293M
visible holders
Holders
40
filers reporting
Concentration
65.85%
Cache Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported AAEQ in Q2 2026. Cache Advisors, LLC leads at 65.8% 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
$193M3.6M16.38%Q2 202602
Everest Management Corp.
CIK 0002056683
$18M380K8.97%Q1 202603
Beacon Pointe Advisors, LLC
CIK 0001744317
$17M360K0.09%Q1 202604
Truepoint, Inc.
CIK 0001427748
$11M233K0.24%Q1 202605
JPL Wealth Management, LLC
CIK 0002010710
$11M229K2.45%Q1 202606
Flatrock Wealth Partners LLC
CIK 0002130067
$5M102K2.13%Q1 202607
Ethos Financial Group, LLC
CIK 0001954242
$5M100K0.34%Q1 202608
Meredith Wealth Planning
CIK 0001956471
$4M81K1.02%Q2 202609
Seed Wealth Management, Inc.
CIK 0001963728
$4M91K2.93%Q1 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$4M83K0.02%Q1 202611
Soundwatch Capital LLC
CIK 0001803253
$4M83K0.49%Q1 202612
Ledyard National Bank
CIK 0001310658
$3M65K0.28%Q2 202613
One Degree Advisors Inc
CIK 0002005743
$2M51K0.62%Q1 202614
TWIN PEAKS WEALTH ADVISORS, LLC
CIK 0002006218
$2M49K0.58%Q1 202615
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
CIK 0000932974
$2M43K0.02%Q1 202616
Revolve Wealth Partners, LLC
CIK 0001808992
$2M37K0.21%Q2 202617
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$2M39K0.44%Q1 202618
FIDELITY D & D BANCORP INC
CIK 0001098151
$2M33K0.61%Q1 202619
Magnolia Private Wealth, LLC
CIK 0002055130
$2M33K1.02%Q1 202620
M Holdings Securities, Inc.
CIK 0001569638
$1M30K0.10%Q1 2026
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