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

EA SERIES TRUST

33 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 02072Q275·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$222M
visible holders
Holders
33
filers reporting
Concentration
48.02%
Cache Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported AAUA in Q2 2026. Cache Advisors, LLC leads at 48.0% 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
$44M903K1.82%Q1 202603
Relyea Zuckerberg Hanson LLC
CIK 0001793691
$19M340K1.61%Q2 202604
Kathmere Capital Management, LLC
CIK 0001794543
$11M221K0.67%Q1 202605
Everest Management Corp.
CIK 0002056683
$8M159K3.93%Q1 202606
Ledyard National Bank
CIK 0001310658
$5M92K0.42%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$4M84K0.00%Q1 202608
Family CFO Inc
CIK 0001911695
$4M63K1.38%Q2 202609
Revolve Wealth Partners, LLC
CIK 0001808992
$3M44K0.26%Q2 202610
VOISARD ASSET MANAGEMENT GROUP, INC.
CIK 0002011215
$2M39K0.42%Q2 202611
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$2M40K0.47%Q1 202612
JPL Wealth Management, LLC
CIK 0002010710
$2M36K0.41%Q1 202613
Creative Planning
CIK 0001540235
$2M36K0.00%Q1 202614
Foundry Financial LLC
CIK 0002085325
$2M30K0.57%Q2 202615
Meridian Wealth Management, LLC
CIK 0001697300
$2M35K0.06%Q1 202616
Farther Finance Advisors, LLC
CIK 0001992825
$2M28K0.01%Q2 202617
One Degree Advisors Inc
CIK 0002005743
$2M31K0.39%Q1 202618
Beacon Pointe Advisors, LLC
CIK 0001744317
$1M26K0.01%Q1 202619
Almanack Investment Partners, LLC.
CIK 0001680613
$1M25K0.21%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$1M23K0.00%Q1 2026
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