DOSSIER · 13F Holders · Q2 2026
TAX

EA SERIES TRUST

11 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 02072Q804·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$16M
visible holders
Holders
11
filers reporting
Concentration
44.85%
Kesler, Norman & Wride, LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported TAX in Q2 2026. Kesler, Norman & Wride, LLC leads at 44.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Kesler, Norman & Wride, LLC
CIK 0001840455
$7M228K1.15%Q2 2026
02
Financial Enhancement Group LLC
CIK 0001641438
$3M90K0.34%Q2 2026
03
Smith Anglin Financial, LLC
CIK 0001553540
$1M53K0.12%Q2 2025
04
HighTower Advisors, LLC
CIK 0001462245
$1M39K0.00%Q2 2026
05
Empowered Funds, LLC
CIK 0001592828
$1M35K0.01%Q2 2026
06
Cambria Investment Management, L.P.
CIK 0001529389
$1M35K0.06%Q2 2026
07
Focus Partners Wealth
CIK 0001542153
$438K14K0.00%Q2 2026
08
Sunbelt Securities, Inc.
CIK 0001632932
$396K15K0.03%Q1 2026
09
Farther Finance Advisors, LLC
CIK 0001992825
$382K12K0.00%Q2 2026
10
Luminist Capital LLC
CIK 0001807270
$3K1000.00%Q2 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at EA SERIES TRUST
Kahn Brian RandallYoung Kenneth MRiley Bryant RMinner George William Jr.Laurence Andrew MAvril Matthew ECozza Patrick AHerskovits Thomas