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

EA SERIES TRUST

75 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 02072L441·75 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$245M
visible holders
Holders
75
filers reporting
Concentration
30.99%
Rockport Wealth LLC #1
top holder share
AI Holders Summary · Q2 2026

75 institutions reported BUXX in Q2 2026. Rockport Wealth LLC leads at 31.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Rockport Wealth LLC
CIK 0002022866
$76M3.8M12.75%Q2 202602
McIlrath & Eck, LLC
CIK 0001701714
$37M1.8M2.73%Q1 202603
UPTICK PARTNERS, LLC
CIK 0002005353
$23M1.2M3.63%Q2 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$23M1.1M0.02%Q2 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$12M585K0.00%Q2 202606
Copia Wealth Management
CIK 0002058771
$10M518K6.29%Q2 202607
OxenFree Capital LLC
CIK 0002009781
$8M401K3.72%Q2 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M380K0.02%Q2 202609
WMG Financial Advisors, LLC
CIK 0001906711
$6M303K2.31%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M302K0.02%Q1 202611
Grantvest Financial Group LLC
CIK 0002055216
$5M238K2.79%Q2 202612
TCFG WEALTH MANAGEMENT, LLC
CIK 0001548059
$4M211K1.60%Q1 202613
Haven Private, LLC
CIK 0002053665
$4M203K1.56%Q2 202614
Farther Finance Advisors, LLC
CIK 0001992825
$4M196K0.03%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M180K0.00%Q2 202616
Advyzon Investment Management, LLC
CIK 0002011872
$3M164K0.30%Q1 202617
Hobbs Group Advisors, LLC
CIK 0002012280
$3M149K0.79%Q2 202618
NWAM LLC
CIK 0001655006
$3M141K0.14%Q2 202619
Tidal Investments LLC
CIK 0001600064
$3M139K0.00%Q2 202620
Integrated Advisors Network LLC
CIK 0001660177
$3M127K0.12%Q2 2026
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