DOSSIER · 13F Holders · Q3 2026
ROPE

EA SERIES TRUST

7 institutions still hold EA SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L169·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$16M
visible holders
Holders
7
filers reporting
Concentration
78.58%
Strategic Wealth Investment Group, LLC #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported ROPE in Q3 2026. Strategic Wealth Investment Group, LLC leads at 78.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Strategic Wealth Investment Group, LLC
CIK 0001802365
$13M445K1.60%Q3 2026
02
Safe Harbor Fiduciary, LLC
CIK 0002036114
$3M91K2.10%Q2 2026
03
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$813K27K0.00%Q2 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8K2830.00%Q2 2026
05
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5K1630.00%Q3 2026
06
UBS Group AG
CIK 0001610520
$2K590.00%Q3 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025