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

EA SERIES TRUST

14 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 02072Q531·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$285M
visible holders
Holders
14
filers reporting
Concentration
92.16%
ARS Investment Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported AFOS in Q2 2026. ARS Investment Partners, LLC leads at 92.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ARS Investment Partners, LLC
CIK 0000733020
$262M5.6M11.46%Q2 202602
NewEdge Advisors, LLC
CIK 0001633516
$10M212K0.03%Q2 202603
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$5M115K0.73%Q2 202604
IFP Advisors, Inc
CIK 0001641866
$1M27K0.02%Q2 202605
MGO ONE SEVEN LLC
CIK 0001731444
$1M26K0.02%Q2 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$801K17K0.00%Q2 202607
FORTRESS PRIVATE LEDGER, LLC
CIK 0001718251
$799K17K0.22%Q2 202608
ShoreHaven Wealth Partners, LLC
CIK 0001844922
$768K16K0.24%Q2 202609
Golden State Equity Partners
CIK 0001845003
$622K17K0.05%Q1 202610
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$473K10K0.01%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$473K10K0.00%Q2 202612
Tiller Private Wealth, Inc.
CIK 0001663649
$364K8K0.11%Q2 202613
GTS SECURITIES LLC
CIK 0001452765· Market maker
$292K6K0.01%Q2 202614
MORGAN STANLEY
CIK 0000895421
$11K2340.00%Q2 2026