13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BRNY

EA SERIES TRUST

16 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 02072L649·16 13F holders·last filed Mar 31, 2026
Market cap
—
— 0.0%
vs prior quarter
13F value held
$455M
59.0% inst. owned
of float
Holders
16
+41 QoQ
filers reporting
Activity
+56 / −14
+906 added · −712 reduced
this quarter
Concentration
74.59%
BURNEY CO/ #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported BRNY in Q1 2026. BURNEY CO/ leads at 74.6% of the visible book. +41 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BURNEY CO/
CIK 0000940445
$339M7.0M10.61%Q1 202602
Coppell Advisory Solutions LLC
CIK 0001848433
$84M1.8M49.63%Q1 202603
Empowered Funds, LLC
CIK 0001592828
$14M278K0.09%Q1 202604
Triad Wealth Partners, LLC
CIK 0002012717
$6M127K0.49%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M67K0.00%Q1 202606
Wolf Group Capital Advisors
CIK 0001579111
$3M75K1.01%Q1 202507
Canal Capital Management, LLC
CIK 0001666733
$2M37K0.24%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M25K0.00%Q1 202609
Fiduciary Planning LLC
CIK 0001792851
$687,08014K0.21%Q1 202610
GTS SECURITIES LLC
CIK 0001452765· Market maker
$636,61713K0.02%Q1 202611
ZEGA Investments, LLC
CIK 0002045703
$316,3606K0.04%Q1 202612
Meridian Financial Partners LLC
CIK 0001763722
$287,8226K0.11%Q1 202613
Alpha DNA Investment Management LLC
CIK 0001842440
$207,9615K2.31%Q2 202514
Steigerwald, Gordon & Koch Inc.
CIK 0001731876
$202,3264K0.02%Q1 202615
UBS Group AG
CIK 0001610520
$33,4456860.00%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025