DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FRDM

EA SERIES TRUST

300 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·300 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.0B
visible holders
Holders
300
filers reporting
Concentration
13.61%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

300 institutions reported FRDM in Q1 2026. Retirement Planning Group, LLC leads at 13.6% 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
$139M2.5M4.32%Q1 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$117M2.1M0.02%Q1 2026
03
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$106M1.9M0.07%Q1 2026
04
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$100M1.8M7.68%Q1 2026
05
Ellevest, Inc.
CIK 0001644128
$57M1.0M7.87%Q1 2026
06
Willis Johnson & Associates, Inc.
CIK 0001853239
$47M859K2.73%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M794K0.01%Q1 2026
08
Tanglewood Wealth Management, Inc.
CIK 0001454308
$43M791K3.58%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$42M767K0.01%Q1 2026
10
Heck Capital Advisors, LLC
CIK 0002046227
$41M556K2.42%Q2 2026
11
Aptus Capital Advisors, LLC
CIK 0001664193
$36M662K0.28%Q1 2026
12
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$33M611K2.10%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$32M590K0.00%Q1 2026
14
Coyle Financial Counsel LLC
CIK 0001593038
$32M584K6.75%Q1 2026
15
Investment Planning Advisors, Inc.
CIK 0002024049
$30M411K6.95%Q2 2026
16
Kathmere Capital Management, LLC
CIK 0001794543
$27M486K1.63%Q1 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M472K0.01%Q1 2026
18
First Heartland Consultants, Inc.
CIK 0001428793
$24M335K1.58%Q2 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$24M443K0.09%Q1 2026
20
Janney Montgomery Scott LLC
CIK 0001329948
$24M440K0.06%Q1 2026
Page 1 of 15
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Insiders at EA SERIES TRUST
Ciarlone Michael JBorish MikeCusano Samuel