EA SERIES TRUST
CUSIP 02072L201
Ea Series Trust has 36 institutional holders in Filings Flow’s 13F database, together reporting 3.23M shares worth $106M as of Q1 2026. The largest reported holders are Revolve Wealth Partners, LLC, Hightower Advisors, LLC, and Empirical Finance, LLC.
Institutional Holders
36
Q1 2026
Reported Value
$106M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC$965M AUM | 4.48% | $43M | 1.27M | Q2 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 2.80% | $7M | 195.4K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 1.37% | $3M | 82.0K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 1.27% | $4M | 110.7K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.82% | $2M | 44.9K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.47% | $10M | 294.9K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.44% | $533,122 | 16.0K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.39% | $2M | 45.5K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.34% | $1M | 30.0K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.31% | $650,094 | 19.1K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.30% | $987,180 | 29.1K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.29% | $5M | 139.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.21% | $3M | 102.8K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.16% | $386,229 | 10.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.11% | $4M | 122.5K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.11% | $755,371 | 22.2K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.10% | $627,537 | 18.2K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.04% | $403,681 | 11.9K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.04% | $6M | 189.7K | Q2 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $217,779 | 6.9K | Q4 2025OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.02% | $60,336 | 2.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 304.3K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $201,495 | 6.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 32.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $57,324 | 1.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $56,680 | 1.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $637,872 | 20.3K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $335,619 | 9.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $285,025 | 8.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $357,190 | 10.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $320,000 | 9.4K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $65 | 2 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $13,923 | 410 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $272 | 8 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $975 | 31 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $52,470 | 1.7K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $272 | 8 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $411 | 12 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6,075 | 201 | Q3 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $19 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $32 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.