13F Insight
DOSSIER · 13F Holders · Q1 2026
TBG

EA SERIES TRUST

24 institutions still hold EA SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L375·24 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$158M
visible holders
Holders
24
filers reporting
Concentration
49.62%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported TBG in Q1 2026. HighTower Advisors, LLC leads at 49.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$78M2.3M0.08%Q1 202602
Abundance Wealth Counselors
CIK 0001767080
$57M1.6M3.71%Q2 202603
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M132K0.01%Q1 202604
EverSource Wealth Advisors, LLC
CIK 0001710537
$4M105K0.11%Q1 202605
Stokes Capital Advisors, LLC
CIK 0001734460
$3M80K0.62%Q2 202606
Boyer Financial Services, Inc.
CIK 0002108122
$3M71K2.24%Q2 202607
Insight Wealth Partners, LLC
CIK 0001627003
$2M61K0.30%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$2M50K0.00%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M42K0.00%Q1 202610
Geneos Wealth Management Inc.
CIK 0001764754
$565K16K0.01%Q1 202611
Forefront Wealth Partners, LLC
CIK 0002068112
$541K16K0.23%Q1 202612
Charis Legacy Partners, LLC
CIK 0002056602
$493K14K0.61%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$283K8K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$274K8K0.00%Q1 202615
Traynor Capital Management, Inc.
CIK 0001666786
$260K7K0.01%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$239K7K0.00%Q1 202617
Keel Point, LLC
CIK 0001386935
$230K7K0.02%Q1 202618
CWM, LLC
CIK 0001535847
$207K6K0.00%Q1 202619
Inspire Advisors, LLC
CIK 0001810558
$204K6K0.02%Q1 202620
Capital Advisors, Ltd. LLC
CIK 0001597878
$45K1K0.01%Q1 2026
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