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

EA SERIES TRUST

68 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 02072L516·68 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$434M
visible holders
Holders
68
filers reporting
Concentration
21.69%
WEALTHCARE CAPITAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

68 institutions reported CAOS in Q2 2026. WEALTHCARE CAPITAL MANAGEMENT LLC leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$94M1.0M8.93%Q2 202602
Insight Advisors, LLC/ PA
CIK 0001844880
$77M857K13.65%Q2 202603
Empowered Funds, LLC
CIK 0001592828
$54M597K0.28%Q2 202604
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$42M460K14.03%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$21M227K0.02%Q2 202606
CULTIVAR CAPITAL, INC.
CIK 0001989476
$20M222K12.94%Q2 202607
Wealthcare Advisory Partners LLC
CIK 0001683059
$19M208K0.36%Q2 202608
Empirical Finance, LLC
CIK 0001572838
$17M187K0.80%Q1 202609
JPL Wealth Management, LLC
CIK 0002010710
$13M142K2.55%Q2 202610
HILL ISLAND FINANCIAL LLC
CIK 0001909798
$13M142K2.73%Q2 202611
Stokes Family Office, LLC
CIK 0001802278
$9M95K1.00%Q2 202612
Strata Wealth Advisors, LLC
CIK 0001946237
$9M94K2.08%Q2 202613
Kathmere Capital Management, LLC
CIK 0001794543
$8M91K0.43%Q2 202614
Maridea Wealth Management LLC
CIK 0002056245
$8M91K0.89%Q2 202615
L.K. Benson & Company, P.C.
CIK 0002055235
$8M85K2.32%Q2 202616
Archford Capital Strategies, LLC
CIK 0001606609
$6M69K0.63%Q2 202617
Vise Technologies, Inc.
CIK 0001812090
$6M63K0.06%Q2 202618
SEEDS INVESTOR LLC
CIK 0002021047
$4M47K0.44%Q2 202619
Bravias Capital Group, LLC
CIK 0002054328
$4M42K2.23%Q2 202620
Encompass More Asset Management
CIK 0002011218
$4M40K0.52%Q2 2026
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