DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
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
2.3%
vs prior quarter
13F value held
$112M
63.0% inst. owned
of float
Holders
5
+66 QoQ
filers reporting
Activity
+22 / −107
+801 added · −743 reduced
this quarter
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. +66 net new institutions vs prior quarter — accumulation reading.

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
$405,0006K0.00%Q3 2025
04
UBS Group AG
CIK 0001610520
$7,0081160.00%Q1 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025