DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
ACEP

EA SERIES TRUST

3 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 02072Q523·3 13F holders·last filed Mar 31, 2026
Market cap
1.1%
vs prior quarter
13F value held
$77M
64.0% inst. owned
of float
Holders
3
+27 QoQ
filers reporting
Activity
+28 / −16
+921 added · −745 reduced
this quarter
Concentration
94.23%
ARS Investment Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported ACEP in Q1 2026. ARS Investment Partners, LLC leads at 94.2% of the visible book. +27 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ARS Investment Partners, LLC
CIK 0000733020
$73M4.2M3.79%Q1 2026
02
NewEdge Advisors, LLC
CIK 0001633516
$4M238K0.01%Q1 2026
03
FORTRESS PRIVATE LEDGER, LLC
CIK 0001718251
$324,86119K0.10%Q1 2026