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

EA SERIES TRUST

41 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 02072Q275·41 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$241M
visible holders
Holders
41
filers reporting
Concentration
44.31%
Cache Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported AAUA in Q2 2026. Cache Advisors, LLC leads at 44.3% 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
$107M1.9M9.04%Q2 202602
BLB&B Advisors, LLC
CIK 0001389059
$49M858K1.79%Q2 202603
Relyea Zuckerberg Hanson LLC
CIK 0001793691
$19M340K1.61%Q2 202604
Kathmere Capital Management, LLC
CIK 0001794543
$13M221K0.67%Q2 202605
Quantinno Capital Management LP
CIK 0001759654
$10M174K0.01%Q2 202606
Everest Management Corp.
CIK 0002056683
$6M112K2.37%Q2 202607
Ledyard National Bank
CIK 0001310658
$5M92K0.42%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$5M84K0.00%Q2 202609
Family CFO Inc
CIK 0001911695
$4M63K1.38%Q2 202610
Lansing Street Advisors
CIK 0001926571
$3M60K0.72%Q2 202611
Revolve Wealth Partners, LLC
CIK 0001808992
$3M44K0.26%Q2 202612
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$2M40K0.49%Q2 202613
VOISARD ASSET MANAGEMENT GROUP, INC.
CIK 0002011215
$2M39K0.42%Q2 202614
JPL Wealth Management, LLC
CIK 0002010710
$2M36K0.41%Q2 202615
Creative Planning
CIK 0001540235
$2M36K0.00%Q2 202616
Downshift Financial, LLC
CIK 0002118380
$2M35K0.90%Q2 202617
Meridian Wealth Management, LLC
CIK 0001697300
$2M35K0.06%Q2 202618
Foundry Financial LLC
CIK 0002085325
$2M30K0.57%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$2M28K0.00%Q2 202620
Farther Finance Advisors, LLC
CIK 0001992825
$2M28K0.01%Q2 2026
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