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

EA SERIES TRUST

66 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 02072L433·66 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$164M
visible holders
Holders
66
filers reporting
Concentration
14.72%
POTOMAC FUND MANAGEMENT INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

66 institutions reported ROE in Q1 2026. POTOMAC FUND MANAGEMENT INC /ADV leads at 14.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$24M682K0.84%Q1 202602
Hobbs Group Advisors, LLC
CIK 0002012280
$24M668K7.08%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M602K0.00%Q1 202604
Janney Montgomery Scott LLC
CIK 0001329948
$10M294K0.03%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M293K0.00%Q1 202606
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$10M291K5.94%Q1 202607
Beacon Capital Management, Inc.
CIK 0001575301
$10M291K0.58%Q1 202608
Greenwich Wealth Management LLC
CIK 0001439805
$10M290K0.42%Q1 202609
Astor Investment Management LLC
CIK 0001598416
$10M307K5.35%Q2 202510
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$5M125K0.02%Q2 202611
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$5M115K4.60%Q2 202612
Belpointe Asset Management LLC
CIK 0001721242
$4M122K0.16%Q1 202613
Atria Investments, Inc
CIK 0001535865
$4M105K0.04%Q1 202614
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$3M66K2.86%Q2 202615
Legacy Capital Group California, Inc.
CIK 0001977092
$3M74K1.00%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$2M63K0.00%Q1 202617
World Investment Advisors
CIK 0001652594
$2M60K0.03%Q1 202618
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$2M42K0.24%Q2 202619
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$2M42K0.75%Q2 202620
BlackDiamond Wealth Management, LLC
CIK 0001903059
$2M47K0.80%Q1 2026
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