13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
BUXX

EA SERIES TRUST

71 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 02072L441·71 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.2%
vs prior quarter
13F value held
$236M
79.0% inst. owned
of float
Holders
71
+23 QoQ
filers reporting
Activity
+75 / −67
+933 added · −877 reduced
this quarter
Concentration
31.65%
Rockport Wealth LLC #1
top holder share
AI Holders Summary · Q1 2026

71 institutions reported BUXX in Q1 2026. Rockport Wealth LLC leads at 31.7% of the visible book. +23 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Rockport Wealth LLC
CIK 0002022866
$75M3.7M13.58%Q1 202602
McIlrath & Eck, LLC
CIK 0001701714
$37M1.8M2.73%Q1 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$26M1.3M0.02%Q1 202604
UPTICK PARTNERS, LLC
CIK 0002005353
$21M1.1M4.24%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M509K0.01%Q1 202606
Copia Wealth Management
CIK 0002058771
$10M476K6.62%Q1 202607
Farther Finance Advisors, LLC
CIK 0001992825
$9M443K0.08%Q1 202608
Orion Porfolio Solutions, LLC
CIK 0001360533
$6M318K0.05%Q1 202609
Grantvest Financial Group LLC
CIK 0002055216
$5M237K3.11%Q1 202610
OxenFree Capital LLC
CIK 0002009781
$5M231K2.27%Q1 202611
TCFG WEALTH MANAGEMENT, LLC
CIK 0001548059
$4M211K1.60%Q1 202612
TCFG Investment Advisors, LLC
CIK 0002121836
$4M211K1.60%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M190K0.00%Q1 202614
Advyzon Investment Management, LLC
CIK 0002011872
$3M164K0.30%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M157K0.01%Q1 202616
WMG Financial Advisors, LLC
CIK 0001906711
$3M155K1.31%Q1 202617
Haven Private, LLC
CIK 0002053665
$3M134K1.18%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M132K0.00%Q1 202619
TCP Asset Management, LLC
CIK 0001961898
$2M123K0.32%Q1 202620
Tidal Investments LLC
CIK 0001600064
$2M115K0.00%Q1 2026
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