13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CAOS

EA SERIES TRUST

54 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 02072L516·54 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.9%
vs prior quarter
13F value held
$424M
50.0% inst. owned
of float
Holders
54
-75 QoQ
filers reporting
Activity
+88 / −100
+967 added · −829 reduced
this quarter
Concentration
21.87%
WEALTHCARE CAPITAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported CAOS in Q1 2026. WEALTHCARE CAPITAL MANAGEMENT LLC leads at 21.9% of the visible book. -75 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$93M1.0M9.26%Q1 202602
Insight Advisors, LLC/ PA
CIK 0001844880
$82M900K15.55%Q1 202603
Empowered Funds, LLC
CIK 0001592828
$54M597K0.35%Q1 202604
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$52M573K21.58%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$20M222K0.02%Q1 202606
CULTIVAR CAPITAL, INC.
CIK 0001989476
$18M202K11.73%Q1 202607
Empirical Finance, LLC
CIK 0001572838
$17M187K0.80%Q1 202608
Wealthcare Advisory Partners LLC
CIK 0001683059
$17M187K0.33%Q1 202609
HILL ISLAND FINANCIAL LLC
CIK 0001909798
$12M134K2.95%Q1 202610
JPL Wealth Management, LLC
CIK 0002010710
$12M131K2.74%Q1 202611
Kathmere Capital Management, LLC
CIK 0001794543
$8M91K0.51%Q1 202612
Strata Wealth Advisors, LLC
CIK 0001946237
$8M86K2.15%Q1 202613
Maridea Wealth Management LLC
CIK 0002056245
$7M82K1.08%Q1 202614
L.K. Benson & Company, P.C.
CIK 0002055235
$7M77K2.31%Q1 202615
Bravias Capital Group, LLC
CIK 0002054328
$3M37K2.18%Q1 202616
SEEDS INVESTOR LLC
CIK 0002021047
$3M35K0.43%Q1 202617
CLG LLC
CIK 0002059872
$3M32K0.73%Q1 202618
World Investment Advisors
CIK 0001652594
$2M27K0.04%Q1 202619
Sankala Group LLC
CIK 0002113426
$2M23K1.73%Q1 202620
LPL Financial LLC
CIK 0001403438
$2M22K0.00%Q1 2026
Page 1 of 3
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