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

EA SERIES TRUST

70 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 02072L102·70 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$285M
visible holders
Holders
70
filers reporting
Concentration
35.40%
Strid Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

70 institutions reported QVAL in Q2 2026. Strid Group, LLC leads at 35.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Strid Group, LLC
CIK 0001625800
$101M1.8M11.21%Q2 202602
Valley Financial Group, Inc.
CIK 0002010327
$17M328K9.24%Q1 202603
BWM Planning, LLC
CIK 0002039698
$17M301K3.87%Q2 202604
Empirical Finance, LLC
CIK 0001572838
$14M276K0.68%Q1 202605
Ethos Financial Group, LLC
CIK 0001954242
$14M261K0.99%Q1 202606
CWM, LLC
CIK 0001535847
$11M217K0.03%Q1 202607
Stokes Family Office, LLC
CIK 0001802278
$11M211K1.13%Q1 202608
MENLO ADVISORS LLC
CIK 0001279708
$11M249K5.90%Q2 202509
Waverly Advisors, LLC
CIK 0001568787
$11M209K0.08%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$10M187K0.01%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M182K0.00%Q1 202612
One Degree Advisors Inc
CIK 0002005743
$9M179K2.45%Q1 202613
Well Done, LLC
CIK 0001667132
$9M166K1.24%Q2 202614
Kathmere Capital Management, LLC
CIK 0001794543
$8M153K0.49%Q1 202615
Stratos Wealth Advisors, LLC
CIK 0001707202
$7M129K0.41%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$6M112K0.00%Q1 202617
Stillwater Private Wealth, LLC
CIK 0002137933
$5M101K4.48%Q1 202618
Empowered Funds, LLC
CIK 0001592828
$5M100K0.03%Q1 202619
Kathleen S. Wright Associates Inc.
CIK 0001908433
$5M105K1.82%Q3 202520
LPL Financial LLC
CIK 0001403438
$5M88K0.00%Q1 2026
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