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

EA SERIES TRUST

14 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 02072L656·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
14
filers reporting
Concentration
63.91%
Altrius Capital Management Inc #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported DIVD in Q2 2026. Altrius Capital Management Inc leads at 63.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Altrius Capital Management Inc
CIK 0001940646
$7M154K1.25%Q2 202602
Global View Capital Management LLC
CIK 0001994495
$2M43K0.38%Q2 202603
Advisory Services Network, LLC
CIK 0001573876
$515K12K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$442K10K0.00%Q2 202605
Harpswell Capital Advisors, LLC
CIK 0001806630
$425K10K0.27%Q2 202606
One Wealth Management Investment & Advisory Services, LLC
CIK 0002009427
$343K8K0.36%Q2 202607
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$69K2K0.00%Q2 202608
LM Advisors LLC
CIK 0002011314⚠ data anomaly
$52K2K0.82%Q1 202609
UBS Group AG
CIK 0001610520
$13K2970.00%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$10K2440.00%Q2 202611
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$7K1750.00%Q2 202612
Institute for Wealth Management, LLC.
CIK 0001533954
$4K1000.00%Q2 202613
MORGAN STANLEY
CIK 0000895421
$9320.00%Q2 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025