13F Insight
DOSSIER · 13F Holders · Q2 2026
USEW

EA SERIES TRUST

39 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 02072Q572·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$127M
visible holders
Holders
39
filers reporting
Concentration
33.26%
Prism Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported USEW in Q2 2026. Prism Advisors, Inc. leads at 33.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Prism Advisors, Inc.
CIK 0001717027
$42M758K10.28%Q2 202602
Cresset Asset Management, LLC
CIK 0001761013
$29M520K0.11%Q2 202603
MAI Capital Management
CIK 0001040197
$16M295K0.06%Q2 202604
Quantinno Capital Management LP
CIK 0001759654
$6M108K0.01%Q2 202605
Clearview Wealth Management LLC
CIK 0001857588
$4M70K2.51%Q2 202606
Astra Wealth Partners LLC
CIK 0002054825
$3M54K1.62%Q2 202607
FIRST NATIONAL BANK SIOUX FALLS
CIK 0001085041
$3M51K0.73%Q1 202608
Nvest Wealth Strategies, Inc.
CIK 0002106942
$2M50K1.70%Q1 202609
HIGHLINE WEALTH PARTNERS LLC
CIK 0002042654
$2M42K0.47%Q2 202610
Bleakley Financial Group, LLC
CIK 0001936953
$2M40K0.03%Q2 202611
Sanctuary Advisors, LLC
CIK 0001777271
$2M39K0.01%Q2 202612
Cherry Tree Wealth Management, LLC
CIK 0001985414
$2M40K0.41%Q1 202613
EP Wealth Advisors, LLC
CIK 0001540569
$2M33K0.01%Q2 202614
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$2M33K0.07%Q2 202615
Riverwater Partners LLC
CIK 0001882572
$2M29K0.49%Q2 202616
Opes Wealth Management LLC
CIK 0001766918
$2M33K0.26%Q1 202617
A4 Wealth Advisors LLC
CIK 0002033987
$2M29K1.06%Q2 202618
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M28K0.18%Q2 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1M23K0.00%Q2 202620
WESCAP Management Group, Inc.
CIK 0001667140
$1M22K0.23%Q2 2026
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