13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
MBOX

EA SERIES TRUST

12 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 02072L847·12 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$117M
49.0% inst. owned
of float
Holders
12
+98 QoQ
filers reporting
Activity
+84 / −115
+911 added · −882 reduced
this quarter
Concentration
97.99%
Freedom Day Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported MBOX in Q1 2026. Freedom Day Solutions, LLC leads at 98.0% of the visible book. +98 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Freedom Day Solutions, LLC
CIK 0001467517
$114M3.1M30.72%Q1 202602
HighTower Advisors, LLC
CIK 0001462245
$686,55919K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$394,80911K0.00%Q1 202604
SAPIENT CAPITAL LLC
CIK 0001998653
$232,7316K0.00%Q1 202605
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$226,0306K0.03%Q1 202606
Ethos Financial Group, LLC
CIK 0001954242
$222,4916K0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$216,5026K0.00%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$137,0004K0.00%Q1 202609
Hamilton Point Investment Advisors, LLC
CIK 0001599746
$127,6704K0.02%Q4 202510
UBS Group AG
CIK 0001610520
$58,5432K0.00%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$51,2771K0.00%Q1 202612
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025