DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FRDM

EA SERIES TRUST

330 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 02072L607·Exchange Traded Fund·330 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.4B
visible holders
Holders
330
filers reporting
Concentration
13.80%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

330 institutions reported FRDM in Q2 2026. Retirement Planning Group, LLC leads at 13.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$193M2.6M4.90%Q2 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$174M2.4M0.03%Q2 2026
03
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$151M2.1M0.08%Q2 2026
04
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$114M1.6M8.43%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$79M1.1M0.02%Q2 2026
06
Ellevest, Inc.
CIK 0001644128
$73M1.0M8.62%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$59M808K0.02%Q2 2026
08
Tanglewood Wealth Management, Inc.
CIK 0001454308
$58M796K4.93%Q2 2026
09
Willis Johnson & Associates, Inc.
CIK 0001853239
$57M787K3.20%Q2 2026
10
MORGAN STANLEY
CIK 0000895421
$54M738K0.00%Q2 2026
11
Aptus Capital Advisors, LLC
CIK 0001664193
$48M664K0.33%Q2 2026
12
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$45M610K2.50%Q2 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$43M586K0.01%Q2 2026
14
Coyle Financial Counsel LLC
CIK 0001593038
$42M577K7.67%Q2 2026
15
Heck Capital Advisors, LLC
CIK 0002046227
$41M556K2.42%Q2 2026
16
HighTower Advisors, LLC
CIK 0001462245
$38M520K0.04%Q2 2026
17
Kestra Advisory Services, LLC
CIK 0001830819
$35M477K0.11%Q2 2026
18
Kathmere Capital Management, LLC
CIK 0001794543
$32M446K1.72%Q2 2026
19
Integrated Wealth Concepts LLC
CIK 0001737109
$31M429K0.15%Q2 2026
20
Investment Planning Advisors, Inc.
CIK 0002024049
$30M411K6.95%Q2 2026
Page 1 of 17
310 more holders available. Log in →
Insiders at EA SERIES TRUST
Ciarlone Michael JBorish MikeCusano Samuel