DOSSIER · 13F Holders · Q2 2026
BRNY

EA SERIES TRUST

17 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 02072L649·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$547M
visible holders
Holders
17
filers reporting
Concentration
78.84%
BURNEY CO/ #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported BRNY in Q2 2026. BURNEY CO/ leads at 78.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BURNEY CO/
CIK 0000940445
$431M7.4M11.63%Q2 2026
02
Coppell Advisory Solutions LLC
CIK 0001848433
$84M1.8M49.63%Q1 2026
03
Empowered Funds, LLC
CIK 0001592828
$14M278K0.09%Q1 2026
04
Triad Wealth Partners, LLC
CIK 0002012717
$6M127K0.49%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M67K0.00%Q1 2026
06
Wolf Group Capital Advisors
CIK 0001579111
$3M75K1.01%Q1 2025
07
Canal Capital Management, LLC
CIK 0001666733
$2M37K0.24%Q1 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M25K0.00%Q1 2026
09
Fiduciary Planning LLC
CIK 0001792851
$687K14K0.21%Q1 2026
10
GTS SECURITIES LLC
CIK 0001452765· Market maker
$637K13K0.02%Q1 2026
11
Meridian Financial Partners LLC
CIK 0001763722
$339K6K0.12%Q2 2026
12
ZEGA Investments, LLC
CIK 0002045703
$316K6K0.04%Q1 2026
13
Steigerwald, Gordon & Koch Inc.
CIK 0001731876
$242K4K0.02%Q2 2026
14
Alpha DNA Investment Management LLC
CIK 0001842440
$208K5K2.31%Q2 2025
15
UBS Group AG
CIK 0001610520
$33K6860.00%Q1 2026
16
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$2K380.00%Q2 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025