13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
DDX

EA SERIES TRUST

7 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 02072L748·7 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.1%
vs prior quarter
13F value held
$56M
59.0% inst. owned
of float
Holders
7
+110 QoQ
filers reporting
Activity
+36 / −32
+882 added · −855 reduced
this quarter
Concentration
78.12%
Orcam Financial Group #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported DDX in Q1 2026. Orcam Financial Group leads at 78.1% of the visible book. +110 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Orcam Financial Group
CIK 0001905367
$43M1.8M30.85%Q1 202602
Federation des caisses Desjardins du Quebec
CIK 0002022297
$10M398K0.03%Q1 202603
Pathway Financial Advisors LLC
CIK 0001738828
$2M89K0.27%Q1 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$371,63115K0.01%Q1 202605
MORGAN STANLEY
CIK 0000895421
$3210.00%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$010.00%Q1 202607
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025