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

EA SERIES TRUST

32 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 02072Q762·32 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$60M
visible holders
Holders
32
filers reporting
Concentration
21.38%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported FMTM in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 21.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M295K0.00%Q2 202602
San Luis Wealth Advisors LLC
CIK 0001844709
$12M285K1.87%Q2 202603
Arrowroot Family Office, LLC
CIK 0002017744
$7M153K1.91%Q2 202604
ROYAL BANK OF CANADA
CIK 0001000275
$5M124K0.00%Q2 202605
Dakota Wealth Management
CIK 0001631353
$5M104K0.09%Q2 202606
Mutual Advisors, LLC
CIK 0001694080
$3M100K0.07%Q1 202607
SMART Wealth LLC
CIK 0002044723
$3M78K0.74%Q2 202608
Lokken Investment Group LLC
CIK 0001842840
$3M88K0.91%Q3 202509
Avestar Capital, LLC
CIK 0001704404
$2M43K0.11%Q2 202610
Steelhead Wealth Management LLC
CIK 0002140776
$1M32K0.56%Q1 202611
Farther Finance Advisors, LLC
CIK 0001992825
$1M25K0.01%Q2 202612
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$919K21K0.04%Q2 202613
Andina Capital Management, LLC
CIK 0001919158
$882K20K1.42%Q2 202614
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$552K13K0.10%Q2 202615
Goldenstone Wealth Management LLC
CIK 0002109094
$515K12K0.34%Q2 202616
Belpointe Asset Management LLC
CIK 0001721242
$478K11K0.02%Q2 202617
Keeler Thomas Management LLC
CIK 0001730660
$418K10K0.15%Q2 202618
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$360K8K0.04%Q2 202619
Signet Private Wealth LLC
CIK 0002096298
$276K6K0.22%Q2 202620
Foundry Financial LLC
CIK 0002085325
$261K6K0.09%Q2 2026
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