DOSSIER · 13F Holders · Q2 2026
MBOX

EA SERIES TRUST

12 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L847·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$128M
visible holders
Holders
12
filers reporting
Concentration
98.13%
Freedom Day Solutions, LLC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported MBOX in Q2 2026. Freedom Day Solutions, LLC leads at 98.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Freedom Day Solutions, LLC
CIK 0001467517
$126M3.1M27.78%Q2 2026
02
HighTower Advisors, LLC
CIK 0001462245
$687K19K0.00%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$395K11K0.00%Q1 2026
04
SAPIENT CAPITAL LLC
CIK 0001998653
$276K7K0.00%Q2 2026
05
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$226K6K0.03%Q1 2026
06
Ethos Financial Group, LLC
CIK 0001954242
$222K6K0.02%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$217K6K0.00%Q1 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$137K4K0.00%Q1 2026
09
Hamilton Point Investment Advisors, LLC
CIK 0001599746
$128K4K0.02%Q4 2025
10
UBS Group AG
CIK 0001610520
$59K2K0.00%Q1 2026
11
JPMORGAN CHASE & CO
CIK 0000019617
$51K1K0.00%Q1 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025