13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$113M
visible holders
Holders
37
filers reporting
Concentration
32.67%
Prism Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported USEW in Q1 2026. Prism Advisors, Inc. leads at 32.7% 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
$37M758K9.89%Q1 202602
Cresset Asset Management, LLC
CIK 0001761013
$25M521K0.11%Q1 202603
MAI Capital Management
CIK 0001040197
$14M295K0.08%Q1 202604
Quantinno Capital Management LP
CIK 0001759654
$5M108K0.01%Q1 202605
Clearview Wealth Management LLC
CIK 0001857588
$4M70K2.51%Q2 202606
FIRST NATIONAL BANK SIOUX FALLS
CIK 0001085041
$3M51K0.73%Q1 202607
Astra Wealth Partners LLC
CIK 0002054825
$3M52K1.55%Q4 202508
Nvest Wealth Strategies, Inc.
CIK 0002106942
$2M50K1.70%Q1 202609
HIGHLINE WEALTH PARTNERS LLC
CIK 0002042654
$2M42K0.47%Q2 202610
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M45K0.29%Q1 202611
Cherry Tree Wealth Management, LLC
CIK 0001985414
$2M40K0.41%Q1 202612
Bleakley Financial Group, LLC
CIK 0001936953
$2M40K0.03%Q1 202613
Sanctuary Advisors, LLC
CIK 0001777271
$2M39K0.01%Q1 202614
Opes Wealth Management LLC
CIK 0001766918
$2M33K0.26%Q1 202615
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$2M33K0.08%Q1 202616
Riverwater Partners LLC
CIK 0001882572
$1M29K0.48%Q1 202617
A4 Wealth Advisors LLC
CIK 0002033987
$1M29K1.14%Q1 202618
WESCAP Management Group, Inc.
CIK 0001667140
$1M22K0.21%Q1 202619
GREENWOOD CAPITAL ASSOCIATES LLC
CIK 0001161822
$1M22K0.12%Q1 202620
Wealthcare Advisory Partners LLC
CIK 0001683059
$1M18K0.02%Q2 2026
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