13F Insight
DOSSIER · 13F Holders · Q2 2026
BOXX

EA SERIES TRUST

391 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L565·391 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$986M
visible holders
Holders
391
filers reporting
Concentration
16.48%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

391 institutions reported BOXX in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$162M1.4M0.27%Q2 202602
Empowered Funds, LLC
CIK 0001592828
$108M923K0.57%Q2 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$81M695K0.12%Q2 202604
True Wealth Design, LLC
CIK 0001966033
$57M486K13.54%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$53M459K0.14%Q1 202606
Mariner, LLC
CIK 0001373442
$53M456K0.06%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$46M393K0.04%Q2 202608
PENNINGTON PARTNERS & CO., LLC
CIK 0001779355
$42M357K13.38%Q2 202609
ADAR1 Capital Management, LLC
CIK 0001940272
$39M337K1.81%Q2 202610
Insight Advisors, LLC/ PA
CIK 0001844880
$38M325K6.70%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$36M307K0.00%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$35M297K0.07%Q2 202613
Opus Capital Group, LLC
CIK 0001330325
$33M284K3.56%Q1 202614
Whitcomb & Hess, Inc.
CIK 0001813577
$32M273K6.91%Q2 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$31M266K0.04%Q2 202616
Pinion Investment Advisors, LLC
CIK 0001738738
$29M249K5.52%Q2 202617
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$29M245K0.01%Q2 202618
Bravias Capital Group, LLC
CIK 0002054328
$27M230K16.01%Q2 202619
Amplius Wealth Advisors, LLC
CIK 0001900584
$27M228K1.95%Q2 202620
Kalehua Capital Management LLC
CIK 0002106181
$26M226K8.45%Q2 2026
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