13F Insight
DOSSIER · 13F Holders · Q4 2025
SEMG

EA SERIES TRUST

11 institutions still hold EA SERIES TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072Q580·11 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$100M
visible holders
Holders
11
filers reporting
Concentration
43.55%
PNC FINANCIAL SERVICES GROUP, INC. #1
top holder share
AI Holders Summary · Q4 2025

11 institutions reported SEMG in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 43.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$44M1.6M0.03%Q4 202502
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$42M1.6M0.01%Q2 202603
ROYAL BANK OF CANADA
CIK 0001000275
$8M298K0.00%Q2 202604
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M116K0.00%Q2 202605
GTS SECURITIES LLC
CIK 0001452765· Market maker
$827K31K0.02%Q2 202606
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$753K28K0.02%Q2 202607
Suncoast Equity Management
CIK 0001315059
$736K28K0.09%Q2 202608
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$268K10K0.01%Q2 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$204K8K0.00%Q2 202610
Farther Finance Advisors, LLC
CIK 0001992825
$169K6K0.00%Q2 202611
MORGAN STANLEY
CIK 0000895421
$4K1320.00%Q2 2026
Insiders at EA SERIES TRUST
Mcdaniel Thomas R →Lytal James H →Mcadam William J →Barpoulis Sarah Morrison →Ballschmiede Ronald A →Kurz Karl F →Conner Carlin G. →Revere Shaun M →