13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FDIV

EA SERIES TRUST

17 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 02072L417·17 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.5%
vs prior quarter
13F value held
$61M
66.0% inst. owned
of float
Holders
17
-76 QoQ
filers reporting
Activity
+26 / −82
+865 added · −841 reduced
this quarter
Concentration
61.03%
San Luis Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported FDIV in Q1 2026. San Luis Wealth Advisors LLC leads at 61.0% of the visible book. -76 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
San Luis Wealth Advisors LLC
CIK 0001844709
$37M1.4M6.14%Q1 202602
Arrowroot Family Office, LLC
CIK 0002017744
$7M267K2.36%Q1 202603
Empire Financial Management Company, LLC
CIK 0001971875
$6M227K1.37%Q1 202604
NorthRock Partners, LLC
CIK 0001632097
$3M102K0.04%Q1 202605
Andina Capital Management, LLC
CIK 0001919158
$2M91K2.14%Q1 202606
Mutual Advisors, LLC
CIK 0001694080
$2M85K0.05%Q1 202607
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$1M46K0.07%Q1 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$960,58136K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$446,00017K0.00%Q1 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$305,93911K0.00%Q1 202611
US BANCORP \DE\
CIK 0000036104
$99,8774K0.00%Q1 202612
Advisory Services Network, LLC
CIK 0001573876
$10,9584100.00%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$6,7622560.00%Q1 202614
CoreCap Advisors, LLC
CIK 0001902501
$481180.00%Q1 202615
AE Wealth Management LLC
CIK 0001697723
$428160.00%Q1 202616
MORGAN STANLEY
CIK 0000895421
$13450.00%Q1 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025