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

EA SERIES TRUST

10 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 02072Q382·10 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.3%
vs prior quarter
13F value held
$34M
46.0% inst. owned
of float
Holders
10
-48 QoQ
filers reporting
Activity
+33 / −6
+917 added · −917 reduced
this quarter
Concentration
89.06%
Allegheny Financial Group #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported CDIG in Q1 2026. Allegheny Financial Group leads at 89.1% of the visible book. -48 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Allegheny Financial Group
CIK 0001844148
$30M1.2M4.03%Q1 202602
Lakeridge Wealth Management LLC
CIK 0002012028
$2M67K0.71%Q1 202603
Farther Finance Advisors, LLC
CIK 0001992825
$827,80133K0.01%Q1 202604
CASCADE INVESTMENT GROUP, INC.
CIK 0000919447
$580,43323K0.38%Q1 202605
World Investment Advisors
CIK 0001652594
$260,41510K0.00%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$230,6789K0.00%Q1 202607
CIBC Private Wealth Group LLC
CIK 0001298088
$52,7962K0.00%Q4 202508
OSAIC HOLDINGS, INC.
CIK 0001677044
$43,0862K0.00%Q1 202609
HUNTINGTON NATIONAL BANK
CIK 0000049205
$21,3078580.00%Q1 202610
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CIK 0001380137
$2169K0.03%Q1 2026