DOSSIER · 13F Holders · Q1 2026
AAVM

EA SERIES TRUST

8 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 02072L508·8 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$10M
visible holders
Holders
8
filers reporting
Concentration
84.75%
Empirical Finance, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported AAVM in Q1 2026. Empirical Finance, LLC leads at 84.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Empirical Finance, LLC
CIK 0001572838
$8M264K0.39%Q1 2026
02
Valley Financial Group, Inc.
CIK 0002010327
$454K13K0.22%Q2 2026
03
Range Advisory, LLC
CIK 0002152629
$354K10K0.04%Q2 2026
04
Lifeworks Advisors, LLC
CIK 0001882132
$322K10K0.03%Q2 2026
05
GWN SECURITIES INC.
CIK 0001265905
$284K8K0.05%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$76K2K0.00%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$4510.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025