13F Insight
DOSSIER · 13F Holders · Q3 2026
BOXX

EA SERIES TRUST

392 institutions still hold EA SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L565·392 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$999M
visible holders
Holders
392
filers reporting
Concentration
13.54%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

392 institutions reported BOXX in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 13.5% 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
$135M1.1M0.20%Q3 202602
Empowered Funds, LLC
CIK 0001592828
$108M923K0.57%Q2 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$81M695K0.12%Q2 202604
Deeter Investments LLP
CIK 0001675711
$58M498K8.10%Q2 202605
True Wealth Design, LLC
CIK 0001966033
$56M471K13.11%Q3 202606
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$53M459K0.14%Q1 202607
Mariner, LLC
CIK 0001373442
$53M456K0.06%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$46M393K0.04%Q2 202609
PENNINGTON PARTNERS & CO., LLC
CIK 0001779355
$42M357K13.38%Q2 202610
ADAR1 Capital Management, LLC
CIK 0001940272
$39M337K1.81%Q2 202611
Insight Advisors, LLC/ PA
CIK 0001844880
$38M320K6.67%Q3 202612
JPMORGAN CHASE & CO
CIK 0000019617
$36M307K0.00%Q2 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$35M297K0.07%Q2 202614
Whitcomb & Hess, Inc.
CIK 0001813577
$34M289K7.33%Q3 202615
Opus Capital Group, LLC
CIK 0001330325
$33M284K3.56%Q1 202616
Well Done, LLC
CIK 0001667132
$32M269K4.35%Q3 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$31M266K0.04%Q2 202618
Pinion Investment Advisors, LLC
CIK 0001738738
$29M249K5.52%Q2 202619
Amplius Wealth Advisors, LLC
CIK 0001900584
$29M245K1.99%Q3 202620
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$29M245K0.01%Q2 2026
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