DOSSIER · 13F Holders · Q4 2025
LBO

EA SERIES TRUST

9 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 02072L383·9 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$8M
visible holders
Holders
9
filers reporting
Concentration
41.10%
Pursuit Wealth Management LLC #1
top holder share
AI Holders Summary · Q4 2025

9 institutions reported LBO in Q4 2025. Pursuit Wealth Management LLC leads at 41.1% 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
ROYAL BANK OF CANADA
CIK 0001000275
$634K27K0.00%Q1 2026
04
COMERICA BANK
CIK 0000901541
$610K21K0.00%Q4 2025
05
FIFTH THIRD BANCORP
CIK 0000035527
$591K25K0.00%Q1 2026
06
Brookwood Investment Group LLC
CIK 0002066812
$441K19K0.05%Q1 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$213K7K0.00%Q4 2025
08
Farther Finance Advisors, LLC
CIK 0001992825
$5K2020.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025