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

EA SERIES TRUST

16 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 02072L813·16 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.2%
vs prior quarter
13F value held
$58M
56.0% inst. owned
of float
Holders
16
-111 QoQ
filers reporting
Activity
+63 / −105
+974 added · −755 reduced
this quarter
Concentration
84.32%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported MOOD in Q1 2026. Ethos Financial Group, LLC leads at 84.3% of the visible book. -111 net institutions QoQ — distribution reading.

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
Almanack Investment Partners, LLC.
CIK 0001680613
$2M57K0.39%Q1 202603
Empirical Finance, LLC
CIK 0001572838
$1M36K0.07%Q1 202604
Wealthcare Advisory Partners LLC
CIK 0001683059
$1M30K0.02%Q1 202605
Insight Wealth Strategies, LLC
CIK 0001749914
$1M27K0.13%Q1 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M25K0.00%Q1 202607
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$631,90715K0.03%Q1 202608
Keel Point, LLC
CIK 0001386935
$507,24812K0.03%Q1 202609
Empire Financial Management Company, LLC
CIK 0001971875
$418,26410K0.09%Q1 202610
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$308,3678K0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$19,4784750.00%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18,4534500.00%Q1 202613
UBS Group AG
CIK 0001610520
$5,1671260.00%Q1 202614
Stillwater Private Wealth, LLC
CIK 0002137933
$2,93171K2.48%Q1 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1,02425K0.00%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025