13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BFLB

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 02072Q341·6 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.4%
vs prior quarter
13F value held
$67M
68.0% inst. owned
of float
Holders
6
+2 QoQ
filers reporting
Activity
+56 / −98
+853 added · −739 reduced
this quarter
Concentration
77.38%
WealthPlan Investment Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported BFLB in Q1 2026. WealthPlan Investment Management, LLC leads at 77.4% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WealthPlan Investment Management, LLC
CIK 0001929986
$52M1.0M2.90%Q1 202602
WealthPLAN Partners, LLC
CIK 0001639943
$9M183K1.76%Q1 202603
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M116K0.03%Q1 202604
OLD MISSION CAPITAL LLC
CIK 0001455915
$337,7917K0.01%Q1 202605
UBS Group AG
CIK 0001610520
$8,8621780.00%Q1 202606
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$20440.00%Q4 2025