DOSSIER · 13F Holders · Q2 2026
TBG

EA SERIES TRUST

30 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 02072L375·30 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$168M
visible holders
Holders
30
filers reporting
Concentration
50.78%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported TBG in Q2 2026. HighTower Advisors, LLC leads at 50.8% 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
$85M2.3M0.08%Q2 2026
02
Abundance Wealth Counselors
CIK 0001767080
$57M1.6M3.71%Q2 2026
03
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M132K0.01%Q1 2026
04
EverSource Wealth Advisors, LLC
CIK 0001710537
$5M126K0.15%Q2 2026
05
Stokes Capital Advisors, LLC
CIK 0001734460
$3M80K0.62%Q2 2026
06
Boyer Financial Services, Inc.
CIK 0002108122
$3M71K2.24%Q2 2026
07
Insight Wealth Partners, LLC
CIK 0001627003
$2M65K0.32%Q2 2026
08
STIFEL FINANCIAL CORP
CIK 0000720672
$2M57K0.00%Q2 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M43K0.00%Q2 2026
10
Forefront Wealth Partners, LLC
CIK 0002068112
$1M28K0.32%Q2 2026
11
Geneos Wealth Management Inc.
CIK 0001764754
$967K27K0.02%Q2 2026
12
Charis Legacy Partners, LLC
CIK 0002056602
$493K14K0.61%Q2 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$303K8K0.00%Q2 2026
14
Cetera Investment Advisers
CIK 0001666741
$288K8K0.00%Q2 2026
15
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$283K8K0.00%Q1 2026
16
GTS SECURITIES LLC
CIK 0001452765· Market maker
$271K7K0.01%Q2 2026
17
Traynor Capital Management, Inc.
CIK 0001666786
$260K7K0.01%Q2 2026
18
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$242K7K0.00%Q2 2026
19
Keel Point, LLC
CIK 0001386935
$242K7K0.01%Q2 2026
20
Inspire Advisors, LLC
CIK 0001810558
$215K6K0.01%Q2 2026
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