DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

BBLU

EA SERIES TRUST

71 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 02072L714·71 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 8.9%

vs prior quarter

13F value held

$134M

73.0% inst. owned

of float

Holders

71

-10 QoQ

filers reporting

Activity

+103 / −49

+852 added · −901 reduced

this quarter

Concentration

16.51%

Cetera Investment Advisers #1

top holder share

AI Holders Summary · Q1 2026

71 institutions reported BBLU in Q1 2026. Cetera Investment Advisers leads at 16.5% of the visible book. -10 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Cetera Investment Advisers

$22M1.5M0.02%Q1 2026 02

Annex Advisory Services, LLC

$21M1.4M0.39%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

$16M1.1M0.00%Q1 2026 04

WFA Asset Management Corp

$15M1.2M8.34%Q3 2025 05

COMMONWEALTH EQUITY SERVICES, LLC

$9M637K0.01%Q1 2026 06

OSAIC HOLDINGS, INC.

$8M566K0.01%Q1 2026 07

D.A. DAVIDSON & CO.

$7M500K0.04%Q1 2026 08

Oxford Wealth Group, LLC

$7M471K3.79%Q1 2026 09

Allworth Financial LP

$5M368K0.02%Q1 2026 10

LPL Financial LLC

$5M315K0.00%Q1 2026 11

ROYAL BANK OF CANADA

$3M185K0.00%Q1 2026 12

ENVESTNET ASSET MANAGEMENT INC

$2M168K0.00%Q1 2026 13

MML INVESTORS SERVICES, LLC

$2M166K0.01%Q1 2026 14

Advisory Services Network, LLC

$2M142K0.03%Q1 2026 15

Concurrent Investment Advisors, LLC

$2M125K0.02%Q1 2026 16

Arete Wealth Advisors, LLC

$2M102K0.11%Q1 2026 17

Lifetime Wealth Management P.C.

$1M85K0.72%Q1 2026 18

Geneos Wealth Management Inc.

$1M74K0.03%Q1 2026 19

Dynamic Advisor Solutions LLC

$1M70K0.03%Q1 2026 20

GWN SECURITIES INC.

$930,49663K0.18%Q1 2026

Page 1 of 4

51 more holders available. Log in →