13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
FRDM

EA SERIES TRUST

283 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 02072L607·Exchange Traded Fund·283 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.6%
vs prior quarter
13F value held
$1.0B
73.0% inst. owned
of float
Holders
283
+108 QoQ
filers reporting
Activity
+64 / −95
+803 added · −689 reduced
this quarter
Concentration
13.83%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

283 institutions reported FRDM in Q1 2026. Retirement Planning Group, LLC leads at 13.8% of the visible book. +108 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$139M2.5M4.32%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$117M2.1M0.02%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$106M1.9M0.07%Q1 202604
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$100M1.8M7.68%Q1 202605
Ellevest, Inc.
CIK 0001644128
$57M1.0M7.87%Q1 202606
Willis Johnson & Associates, Inc.
CIK 0001853239
$47M859K2.73%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M794K0.01%Q1 202608
Tanglewood Wealth Management, Inc.
CIK 0001454308
$43M791K3.58%Q1 202609
LPL Financial LLC
CIK 0001403438
$42M767K0.01%Q1 202610
Aptus Capital Advisors, LLC
CIK 0001664193
$36M662K0.28%Q1 202611
Heck Capital Advisors, LLC
CIK 0002046227
$34M615K2.50%Q1 202612
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$33M611K2.10%Q1 202613
MORGAN STANLEY
CIK 0000895421
$32M590K0.00%Q1 202614
Coyle Financial Counsel LLC
CIK 0001593038
$32M584K6.75%Q1 202615
Kathmere Capital Management, LLC
CIK 0001794543
$27M486K1.63%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M472K0.01%Q1 202617
Investment Planning Advisors, Inc.
CIK 0002024049
$26M470K7.08%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$24M443K0.09%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$22M404K0.02%Q1 202620
First Heartland Consultants, Inc.
CIK 0001428793
$21M391K1.64%Q1 2026
Page 1 of 15
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