DOSSIER · 13F Holders · Q1 2026
BFLB

EA SERIES TRUST

8 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 02072Q341·8 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$69M
visible holders
Holders
8
filers reporting
Concentration
75.54%
WealthPlan Investment Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported BFLB in Q1 2026. WealthPlan Investment Management, LLC leads at 75.5% of the visible book.

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 2026
02
WealthPLAN Partners, LLC
CIK 0001639943
$9M183K1.76%Q1 2026
03
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M116K0.03%Q1 2026
04
CWC Advisors, LLC.
CIK 0001520683
$1M27K0.64%Q2 2026
05
OLD MISSION CAPITAL LLC
CIK 0001455915
$338K7K0.01%Q1 2026
06
Miracle Mile Advisors, LLC
CIK 0001585859
$200K4K0.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$9K1780.00%Q1 2026
08
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$20440.00%Q4 2025