DOSSIER · 13F Holders · Q4 2025
SEMG

EA SERIES TRUST

8 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 02072Q580·8 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$91M
visible holders
Holders
8
filers reporting
Concentration
47.77%
PNC FINANCIAL SERVICES GROUP, INC. #1
top holder share
AI Holders Summary · Q4 2025

8 institutions reported SEMG in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 47.8% 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 2025
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M1.6M0.01%Q1 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$4M177K0.00%Q1 2026
04
Suncoast Equity Management
CIK 0001315059
$3M134K0.39%Q1 2026
05
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$994K41K0.02%Q1 2026
06
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$268K10K0.01%Q2 2026
07
Farther Finance Advisors, LLC
CIK 0001992825
$169K6K0.00%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$16K6770.00%Q1 2026
Insiders at EA SERIES TRUST
Mcdaniel Thomas RLytal James HMcadam William JBarpoulis Sarah MorrisonBallschmiede Ronald AKurz Karl FConner Carlin G.Revere Shaun M