DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

AAUA

EA SERIES TRUST

31 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 02072Q275·31 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 5.9%

vs prior quarter

13F value held

$196M

57.0% inst. owned

of float

Holders

31

+132 QoQ

filers reporting

Activity

+29 / −98

+988 added · −917 reduced

this quarter

Concentration

44.96%

Cache Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

31 institutions reported AAUA in Q1 2026. Cache Advisors, LLC leads at 45.0% of the visible book. +132 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Cache Advisors, LLC

$88M1.9M10.18%Q1 2026 02

BLB&B Advisors, LLC

$44M903K1.82%Q1 2026 03

Relyea Zuckerberg Hanson LLC

$17M340K1.67%Q1 2026 04

Kathmere Capital Management, LLC

$11M221K0.67%Q1 2026 05

Everest Management Corp.

$8M159K3.93%Q1 2026 06

Ledyard National Bank

$5M92K0.39%Q1 2026 07

HighTower Advisors, LLC

$4M84K0.00%Q1 2026 08

$3M63K1.38%Q1 2026 09

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

$2M40K0.47%Q1 2026 10

VOISARD ASSET MANAGEMENT GROUP, INC.

$2M39K0.40%Q1 2026 11

JPL Wealth Management, LLC

$2M36K0.41%Q1 2026 12

Creative Planning

$2M36K0.00%Q1 2026 13

Meridian Wealth Management, LLC

$2M35K0.06%Q1 2026 14

Foundry Financial LLC

$1M30K0.62%Q1 2026 15

Beacon Pointe Advisors, LLC

$1M26K0.01%Q1 2026 16

Almanack Investment Partners, LLC.

$1M25K0.21%Q1 2026 17

NewEdge Advisors, LLC

$1M23K0.00%Q1 2026 18

Meredith Wealth Planning

$957,10320K0.26%Q1 2026 19

Bouchey Financial Group Ltd

$914,92518K0.07%Q1 2026 20

Perigon Wealth Management, LLC

$700,64314K0.01%Q1 2026

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