13F Insight
DOSSIER · 13F Holders · Q4 2025Inflation hedgeYield
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
—
▲ 8.9%
vs prior quarter
13F value held
$6M
46.0% inst. owned
of float
Holders
8
-101 QoQ
filers reporting
Activity
+87 / −98
+871 added · −804 reduced
this quarter
Concentration
58.06%
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 58.1% of the visible book. -101 net institutions QoQ — distribution reading.

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 202502
ROYAL BANK OF CANADA
CIK 0001000275
$634,00027K0.00%Q1 202603
COMERICA BANK
CIK 0000901541
$610,01121K0.00%Q4 202504
FIFTH THIRD BANCORP
CIK 0000035527
$591,18625K0.00%Q1 202605
Brookwood Investment Group LLC
CIK 0002066812
$440,86919K0.05%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$213,3687K0.00%Q4 202507
Farther Finance Advisors, LLC
CIK 0001992825
$26,7481K0.00%Q1 202608
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025