DOSSIER · 13F Holders · Q4 2025
LBO

EA SERIES TRUST

8 institutions still hold EA SERIES TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L383·8 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$7M
visible holders
Holders
8
filers reporting
Concentration
46.64%
Pursuit Wealth Management LLC #1
top holder share
AI Holders Summary · Q4 2025

8 institutions reported LBO in Q4 2025. Pursuit Wealth Management LLC leads at 46.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pursuit Wealth Management LLC
CIK 0002106233
$3M121K2.99%Q4 2025
02
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$2M104K0.05%Q2 2026
03
COMERICA BANK
CIK 0000901541
$610K21K0.00%Q4 2025
04
FIFTH THIRD BANCORP
CIK 0000035527
$331K14K0.00%Q2 2026
05
Brookwood Investment Group LLC
CIK 0002066812
$311K13K0.04%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$232K10K0.00%Q2 2026
07
Farther Finance Advisors, LLC
CIK 0001992825
$5K2020.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025