Who Owns EA SERIES TRUST (AAEQ)? -- Institutional Holders (2026-06-30)
45 institutions reported holding $333.1M of EA SERIES TRUST (AAEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cache Advisors, LLC ($193.1M), Everest Management Corp. ($20.0M), Beacon Pointe Advisors, LLC ($19.1M), Vise Technologies, Inc. ($12.4M), Truepoint, Inc. ($12.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cache Advisors, LLC | $193.1M | 3.6M | Hold |
| 2 | Everest Management Corp. | $20.0M | 375,942 | Trimmed |
| 3 | Beacon Pointe Advisors, LLC | $19.1M | 359,759 | Hold |
| 4 | Vise Technologies, Inc. | $12.4M | 233,703 | New |
| 5 | Truepoint, Inc. | $12.4M | 232,542 | Trimmed |
| 6 | JPL Wealth Management, LLC | $12.2M | 229,355 | Hold |
| 7 | Flatrock Wealth Partners LLC | $5.4M | 101,682 | Hold |
| 8 | Seed Wealth Management, Inc. | $4.8M | 91,183 | Trimmed |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.4M | 83,311 | Hold |
| 10 | Soundwatch Capital LLC | $4.4M | 83,311 | Hold |
| 11 | Meredith Wealth Planning | $4.3M | 80,965 | Trimmed |
| 12 | Ethos Financial Group, LLC | $4.2M | 80,056 | Trimmed |
| 13 | Ledyard National Bank | $3.5M | 65,131 | Trimmed |
| 14 | Quantinno Capital Management LP | $2.8M | 53,441 | Added |
| 15 | One Degree Advisors Inc | $2.7M | 50,944 | Hold |
| 16 | TWIN PEAKS WEALTH ADVISORS, LLC | $2.6M | 49,139 | Hold |
| 17 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $2.3M | 43,122 | Hold |
| 18 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2.1M | 39,418 | Hold |
| 19 | Revolve Wealth Partners, LLC | $2.0M | 37,219 | Trimmed |
| 20 | FIDELITY D & D BANCORP INC | $1.7M | 32,817 | Hold |
| 21 | Magnolia Private Wealth, LLC | $1.7M | 31,966 | Trimmed |
| 22 | Royal Bank of Canada | $1.6M | 29,555 | Added |
| 23 | REGIONS FINANCIAL CORP | $1.5M | 27,580 | Hold |
| 24 | AQR CAPITAL MANAGEMENT LLC | $1.1M | 20,340 | Trimmed |
| 25 | Family CFO Inc | $1.1M | 19,852 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30