13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
TBG

EA SERIES TRUST

25 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 02072L375·25 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.8%
vs prior quarter
13F value held
$127M
65.0% inst. owned
of float
Holders
25
+56 QoQ
filers reporting
Activity
+91 / −97
+911 added · −788 reduced
this quarter
Concentration
61.63%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported TBG in Q1 2026. HighTower Advisors, LLC leads at 61.6% of the visible book. +56 net new institutions vs prior quarter — accumulation reading.

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
$32M921K4.60%Q1 202603
EverSource Wealth Advisors, LLC
CIK 0001710537
$4M105K0.11%Q1 202604
Stokes Capital Advisors, LLC
CIK 0001734460
$2M67K0.52%Q1 202605
Boyer Financial Services, Inc.
CIK 0002108122
$2M63K2.32%Q1 202606
Insight Wealth Partners, LLC
CIK 0001627003
$2M61K0.30%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$2M50K0.00%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M42K0.00%Q1 202609
Geneos Wealth Management Inc.
CIK 0001764754
$564,87116K0.01%Q1 202610
Forefront Wealth Partners, LLC
CIK 0002068112
$541,27116K0.23%Q1 202611
Charis Legacy Partners, LLC
CIK 0002056602
$343,47010K0.50%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$283,1338K0.00%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$273,9138K0.00%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$238,7257K0.00%Q1 202615
Keel Point, LLC
CIK 0001386935
$229,6197K0.02%Q1 202616
Traynor Capital Management, Inc.
CIK 0001666786
$207,4456K0.01%Q4 202517
CWM, LLC
CIK 0001535847
$206,5116K0.00%Q1 202618
Inspire Advisors, LLC
CIK 0001810558
$203,8656K0.02%Q1 202619
Team Financial Group, LLC
CIK 0001845163
$119,3963K0.05%Q1 202620
Hilltop National Bank
CIK 0002021658
$13,8053960.00%Q1 2026
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