DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
AFOS

EA SERIES TRUST

11 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 02072Q531·11 13F holders·last filed Mar 31, 2026
Market cap
6.1%
vs prior quarter
13F value held
$215M
57.0% inst. owned
of float
Holders
11
-93 QoQ
filers reporting
Activity
+47 / −64
+777 added · −761 reduced
this quarter
Concentration
94.55%
ARS Investment Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported AFOS in Q1 2026. ARS Investment Partners, LLC leads at 94.5% of the visible book. -93 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ARS Investment Partners, LLC
CIK 0000733020
$204M5.6M10.58%Q1 2026
02
NewEdge Advisors, LLC
CIK 0001633516
$8M212K0.03%Q1 2026
03
GTS SECURITIES LLC
CIK 0001452765· Market maker
$694,60419K0.02%Q1 2026
04
Golden State Equity Partners
CIK 0001845003
$621,61317K0.05%Q1 2026
05
ShoreHaven Wealth Partners, LLC
CIK 0001844922
$604,21017K0.22%Q1 2026
06
IFP Advisors, Inc
CIK 0001641866
$564,48716K0.01%Q1 2026
07
FORTRESS PRIVATE LEDGER, LLC
CIK 0001718251
$477,00613K0.15%Q1 2026
08
MGO ONE SEVEN LLC
CIK 0001731444
$346,99610K0.01%Q1 2026
09
Tiller Private Wealth, Inc.
CIK 0001663649
$281,7968K0.10%Q1 2026
10
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$277,5108K0.10%Q1 2026
11
GOLDMAN SACHS GROUP INC
CIK 0000886982
$201,6286K0.00%Q1 2026