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

EA SERIES TRUST

78 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 02072L433·78 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$191M
visible holders
Holders
78
filers reporting
Concentration
14.86%
Hobbs Group Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

78 institutions reported ROE in Q2 2026. Hobbs Group Advisors, LLC leads at 14.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Hobbs Group Advisors, LLC
CIK 0002012280
$28M664K7.45%Q2 202602
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$28M657K0.71%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$26M600K0.00%Q2 202604
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$13M308K6.66%Q2 202605
Beacon Capital Management, Inc.
CIK 0001575301
$13M308K0.80%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M270K0.00%Q2 202607
Janney Montgomery Scott LLC
CIK 0001329948
$10M294K0.03%Q1 202608
Greenwich Wealth Management LLC
CIK 0001439805
$10M290K0.42%Q1 202609
Astor Investment Management LLC
CIK 0001598416
$10M307K5.35%Q2 202510
SYKON CAPITAL LLC
CIK 0001988408
$6M137K1.80%Q2 202611
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$5M125K0.02%Q2 202612
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$5M115K4.60%Q2 202613
Atria Investments, Inc
CIK 0001535865
$4M102K0.04%Q2 202614
Belpointe Asset Management LLC
CIK 0001721242
$4M83K0.12%Q2 202615
Bellars Harris Wealth Management, LLC
CIK 0002136908
$3M81K0.70%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$3M77K0.00%Q2 202617
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$3M66K2.86%Q2 202618
Legacy Capital Group California, Inc.
CIK 0001977092
$3M64K0.83%Q2 202619
World Investment Advisors
CIK 0001652594
$2M60K0.03%Q1 202620
LPL Financial LLC
CIK 0001403438
$2M44K0.00%Q2 2026
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