DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

USEW

EA SERIES TRUST

37 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 02072Q572·37 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 8.6%

vs prior quarter

13F value held

$113M

60.0% inst. owned

of float

Holders

37

+66 QoQ

filers reporting

Activity

+13 / −92

+797 added · −745 reduced

this quarter

Concentration

32.89%

Prism Advisors, Inc. #1

top holder share

AI Holders Summary · Q1 2026

37 institutions reported USEW in Q1 2026. Prism Advisors, Inc. leads at 32.9% 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

Prism Advisors, Inc.

$37M758K9.89%Q1 2026 02

Cresset Asset Management, LLC

$25M521K0.11%Q1 2026 03

MAI Capital Management

$14M295K0.08%Q1 2026 04

Quantinno Capital Management LP

$5M108K0.01%Q1 2026 05

Clearview Wealth Management LLC

$4M72K2.49%Q1 2026 06

FIRST NATIONAL BANK SIOUX FALLS

$3M51K0.73%Q1 2026 07

Astra Wealth Partners LLC

$3M52K1.55%Q4 2025 08

Nvest Wealth Strategies, Inc.

$2M50K1.70%Q1 2026 09

Walkner Condon Financial Advisors LLC

$2M45K0.29%Q1 2026 10

HIGHLINE WEALTH PARTNERS LLC

$2M42K0.52%Q1 2026 11

Cherry Tree Wealth Management, LLC

$2M40K0.41%Q1 2026 12

Bleakley Financial Group, LLC

$2M40K0.03%Q1 2026 13

Sanctuary Advisors, LLC

$2M39K0.01%Q1 2026 14

Opes Wealth Management LLC

$2M33K0.26%Q1 2026 15

ROTHSCHILD INVESTMENT LLC

$2M33K0.08%Q1 2026 16

Riverwater Partners LLC

$1M29K0.48%Q1 2026 17

A4 Wealth Advisors LLC

$1M29K1.14%Q1 2026 18

WESCAP Management Group, Inc.

$1M22K0.21%Q1 2026 19

GREENWOOD CAPITAL ASSOCIATES LLC

$1M22K0.12%Q1 2026 20

NewEdge Advisors, LLC

$921,34119K0.00%Q1 2026

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