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

EA SERIES TRUST

10 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 02072Q382·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$43M
visible holders
Holders
10
filers reporting
Concentration
86.02%
Allegheny Financial Group #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported CDIG in Q2 2026. Allegheny Financial Group leads at 86.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Allegheny Financial Group
CIK 0001844148
$37M1.4M3.90%Q2 202602
Lakeridge Wealth Management LLC
CIK 0002012028
$3M131K1.23%Q2 202603
Farther Finance Advisors, LLC
CIK 0001992825
$1M46K0.01%Q2 202604
CASCADE INVESTMENT GROUP, INC.
CIK 0000919447
$599K23K0.34%Q2 202605
World Investment Advisors
CIK 0001652594
$260K10K0.00%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$231K9K0.00%Q1 202607
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CIK 0001380137
$216K9K0.03%Q1 202608
CIBC Private Wealth Group LLC
CIK 0001298088
$53K2K0.00%Q4 202509
OSAIC HOLDINGS, INC.
CIK 0001677044
$43K2K0.00%Q1 202610
HUNTINGTON NATIONAL BANK
CIK 0000049205
$21K8580.00%Q1 2026