DOSSIER · 13F Holders · Q1 2026
AVRY

EA SERIES TRUST

6 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 02072Q218·6 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$42M
visible holders
Holders
6
filers reporting
Concentration
76.19%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported AVRY in Q1 2026. Arkadios Wealth Advisors leads at 76.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Arkadios Wealth Advisors
CIK 0001800798
$32M1.5M0.53%Q1 2026
02
Avory & Company, LLC
CIK 0001842766
$8M354K10.59%Q2 2026
03
Aventura Private Wealth, LLC
CIK 0002074418
$686K29K0.21%Q2 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$629K29K0.02%Q1 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$264K12K0.00%Q1 2026
06
UBS Group AG
CIK 0001610520
$6K2640.00%Q1 2026