13F Insight
DOSSIER · 13F Holders · Q2 2026
MOOD

EA SERIES TRUST

18 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 02072L813·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$108M
visible holders
Holders
18
filers reporting
Concentration
47.58%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported MOOD in Q2 2026. Ethos Financial Group, LLC leads at 47.6% 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
$51M1.2M3.44%Q2 202602
Arcus Capital Partners, LLC
CIK 0001651960
$39M888K16.00%Q2 202603
Stillwater Private Wealth, LLC
CIK 0002137933
$3M71K2.48%Q1 202604
Almanack Investment Partners, LLC.
CIK 0001680613
$3M64K0.35%Q2 202605
Tactive Advisors, LLC
CIK 0002002409
$2M50K0.53%Q2 202606
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$2M45K1.14%Q2 202607
Empirical Finance, LLC
CIK 0001572838
$1M36K0.07%Q1 202608
Insight Wealth Strategies, LLC
CIK 0001749914
$1M32K0.14%Q2 202609
Wealthcare Advisory Partners LLC
CIK 0001683059
$1M32K0.03%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M25K0.00%Q1 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M25K0.00%Q1 202612
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$593K14K0.03%Q2 202613
Keel Point, LLC
CIK 0001386935
$539K12K0.03%Q2 202614
Empire Financial Management Company, LLC
CIK 0001971875
$444K10K0.18%Q2 202615
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$327K8K0.00%Q2 202616
MORGAN STANLEY
CIK 0000895421
$21K4750.00%Q2 202617
Caitlin John, LLC
CIK 0002010947
$5K1180.00%Q2 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025