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

EA SERIES TRUST

18 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 02072L649·18 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$448M
visible holders
Holders
18
filers reporting
Concentration
97.28%
BURNEY CO/ #1
top holder share
AI Holders Summary · Q3 2026

18 institutions reported BRNY in Q3 2026. BURNEY CO/ leads at 97.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BURNEY CO/
CIK 0000940445
$436M7.6M11.93%Q3 202602
Triad Wealth Partners, LLC
CIK 0002012717
$4M65K0.22%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M61K0.00%Q2 202604
Canal Capital Management, LLC
CIK 0001666733
$2M37K0.26%Q2 202605
Fiduciary Planning LLC
CIK 0001792851
$674K12K0.17%Q3 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$404K7K0.00%Q2 202607
ZEGA Investments, LLC
CIK 0002045703
$374K6K0.04%Q2 202608
Meridian Financial Partners LLC
CIK 0001763722
$339K6K0.12%Q2 202609
Steigerwald, Gordon & Koch Inc.
CIK 0001731876
$242K4K0.02%Q2 202610
Impact Partnership Wealth, LLC
CIK 0001984555
$239K4K0.02%Q2 202611
Alpha DNA Investment Management LLC
CIK 0001842440
$208K5K2.31%Q2 202512
Larson Financial Group LLC
CIK 0001731061
$93K2K0.00%Q2 202613
Regatta Research & Money Management
CIK 0002137529
$81K1K0.08%Q2 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$53K9120.00%Q2 202615
Geneos Wealth Management Inc.
CIK 0001764754
$41K7090.00%Q2 202616
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$2K380.00%Q2 202617
Coppell Advisory Solutions LLC
CIK 0001848433
$1K1.8M0.00%Q2 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025