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

EA SERIES TRUST

59 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 02072L516·59 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$424M
visible holders
Holders
59
filers reporting
Concentration
22.18%
WEALTHCARE CAPITAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported CAOS in Q2 2026. WEALTHCARE CAPITAL MANAGEMENT LLC leads at 22.2% 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
$82M900K15.55%Q1 202603
Empowered Funds, LLC
CIK 0001592828
$54M597K0.35%Q1 202604
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$42M460K14.03%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$20M222K0.02%Q1 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
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
L.K. Benson & Company, P.C.
CIK 0002055235
$8M85K2.32%Q2 202614
Maridea Wealth Management LLC
CIK 0002056245
$7M82K1.08%Q1 202615
Archford Capital Strategies, LLC
CIK 0001606609
$6M69K0.63%Q2 202616
Encompass More Asset Management
CIK 0002011218
$4M40K0.52%Q2 202617
Bravias Capital Group, LLC
CIK 0002054328
$3M37K2.18%Q1 202618
SEEDS INVESTOR LLC
CIK 0002021047
$3M35K0.43%Q1 202619
CLG LLC
CIK 0002059872
$3M30K0.60%Q2 202620
World Investment Advisors
CIK 0001652594
$2M27K0.04%Q1 2026
Page 1 of 3
39 more holders available. Log in →