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

EA SERIES TRUST

351 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 02072L565·351 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$983M
visible holders
Holders
351
filers reporting
Concentration
16.53%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

351 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
$112M959K0.71%Q1 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$70M601K0.12%Q1 202604
True Wealth Design, LLC
CIK 0001966033
$57M486K13.54%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$53M459K0.14%Q1 202606
PENNINGTON PARTNERS & CO., LLC
CIK 0001779355
$50M429K17.07%Q1 202607
Ethos Financial Group, LLC
CIK 0001954242
$47M405K3.44%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$43M373K0.05%Q1 202609
Insight Advisors, LLC/ PA
CIK 0001844880
$39M338K7.47%Q1 202610
ADAR1 Capital Management, LLC
CIK 0001940272
$39M337K2.31%Q1 202611
Kalehua Capital Management LLC
CIK 0002106181
$39M337K15.06%Q1 202612
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$36M312K0.86%Q1 202613
Cynosure Group, LLC
CIK 0001763409
$35M308K3.60%Q4 202514
Opus Capital Group, LLC
CIK 0001330325
$33M284K3.56%Q1 202615
Mariner, LLC
CIK 0001373442
$33M283K0.04%Q1 202616
Whitcomb & Hess, Inc.
CIK 0001813577
$32M273K6.91%Q2 202617
Amplius Wealth Advisors, LLC
CIK 0001900584
$27M228K1.95%Q2 202618
Bravias Capital Group, LLC
CIK 0002054328
$26M223K16.96%Q1 202619
Compass Ion Advisors, LLC
CIK 0001621100
$24M211K2.33%Q1 202620
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$24M206K1.63%Q2 2026
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