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

EA SERIES TRUST

43 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 02072Q358·43 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$316M
visible holders
Holders
43
filers reporting
Concentration
61.07%
Cache Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

43 institutions reported AAEQ in Q2 2026. Cache Advisors, LLC leads at 61.1% 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
$20M376K7.46%Q2 202603
Beacon Pointe Advisors, LLC
CIK 0001744317
$19M360K0.09%Q2 202604
Vise Technologies, Inc.
CIK 0001812090
$12M234K0.14%Q2 202605
Truepoint, Inc.
CIK 0001427748
$12M233K0.26%Q2 202606
JPL Wealth Management, LLC
CIK 0002010710
$12M229K2.42%Q2 202607
Flatrock Wealth Partners LLC
CIK 0002130067
$5M102K2.12%Q2 202608
Seed Wealth Management, Inc.
CIK 0001963728
$5M91K3.07%Q2 202609
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$4M83K0.02%Q2 202610
Soundwatch Capital LLC
CIK 0001803253
$4M83K0.49%Q2 202611
Meredith Wealth Planning
CIK 0001956471
$4M81K1.02%Q2 202612
Ethos Financial Group, LLC
CIK 0001954242
$4M80K0.28%Q2 202613
Ledyard National Bank
CIK 0001310658
$3M65K0.28%Q2 202614
Quantinno Capital Management LP
CIK 0001759654
$3M53K0.00%Q2 202615
TWIN PEAKS WEALTH ADVISORS, LLC
CIK 0002006218
$3M49K0.59%Q2 202616
One Degree Advisors Inc
CIK 0002005743
$2M51K0.62%Q1 202617
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
CIK 0000932974
$2M43K0.02%Q2 202618
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$2M39K0.44%Q2 202619
Revolve Wealth Partners, LLC
CIK 0001808992
$2M37K0.21%Q2 202620
FIDELITY D & D BANCORP INC
CIK 0001098151
$2M33K0.60%Q2 2026
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