13F Insight
DOSSIER · 13F Holders · Q1 2026
MOOD

EA SERIES TRUST

17 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 02072L813·17 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
17
filers reporting
Concentration
75.89%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported MOOD in Q1 2026. Ethos Financial Group, LLC leads at 75.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$49M1.2M3.59%Q1 202602
Stillwater Private Wealth, LLC
CIK 0002137933
$3M71K2.48%Q1 202603
Almanack Investment Partners, LLC.
CIK 0001680613
$2M57K0.39%Q1 202604
Tactive Advisors, LLC
CIK 0002002409
$2M50K0.53%Q2 202605
Empirical Finance, LLC
CIK 0001572838
$1M36K0.07%Q1 202606
Insight Wealth Strategies, LLC
CIK 0001749914
$1M32K0.14%Q2 202607
Wealthcare Advisory Partners LLC
CIK 0001683059
$1M32K0.03%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M25K0.00%Q1 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M25K0.00%Q1 202610
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$593K14K0.03%Q2 202611
Keel Point, LLC
CIK 0001386935
$507K12K0.03%Q1 202612
Empire Financial Management Company, LLC
CIK 0001971875
$418K10K0.09%Q1 202613
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$308K8K0.00%Q1 202614
MORGAN STANLEY
CIK 0000895421
$19K4750.00%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18K4500.00%Q1 202616
UBS Group AG
CIK 0001610520
$5K1260.00%Q1 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025