DOSSIER · 13F Holders · Q1 2026
TRIO

EA SERIES TRUST

5 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 02072Q770·5 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$112M
visible holders
Holders
5
filers reporting
Concentration
98.19%
Evergreen Wealth Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported TRIO in Q1 2026. Evergreen Wealth Solutions, LLC leads at 98.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Evergreen Wealth Solutions, LLC
CIK 0001904432
$110M1.8M7.79%Q1 2026
02
McCarthy & Cox
CIK 0002020726
$2M26K19.59%Q4 2025
03
WOLVERINE TRADING, LLC
CIK 0000927337
$405K6K0.00%Q3 2025
04
UBS Group AG
CIK 0001610520
$7K1160.00%Q1 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at EA SERIES TRUST
Rosenfeld Eric