Who Owns EA SERIES TRUST (AAUA)? -- Institutional Holders (2026-06-30)
42 institutions reported holding $255.0M of EA SERIES TRUST (AAUA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cache Advisors, LLC ($106.6M), BLB&B Advisors, LLC ($48.8M), Relyea Zuckerberg Hanson LLC ($19.3M), Kathmere Capital Management, LLC ($12.6M), Quantinno Capital Management LP ($9.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cache Advisors, LLC | $106.6M | 1.9M | Hold |
| 2 | BLB&B Advisors, LLC | $48.8M | 857,606 | Trimmed |
| 3 | Relyea Zuckerberg Hanson LLC | $19.3M | 339,700 | Hold |
| 4 | Kathmere Capital Management, LLC | $12.6M | 221,231 | Trimmed |
| 5 | Quantinno Capital Management LP | $9.9M | 173,666 | New |
| 6 | Everest Management Corp. | $6.4M | 111,578 | Trimmed |
| 7 | Ledyard National Bank | $5.2M | 91,951 | Hold |
| 8 | HighTower Advisors, LLC | $4.8M | 83,800 | Hold |
| 9 | Family CFO Inc | $3.6M | 63,129 | Hold |
| 10 | Lansing Street Advisors | $3.4M | 60,080 | New |
| 11 | Revolve Wealth Partners, LLC | $2.5M | 44,451 | New |
| 12 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2.3M | 40,458 | Hold |
| 13 | VOISARD ASSET MANAGEMENT GROUP, INC. | $2.2M | 38,601 | Hold |
| 14 | JPL Wealth Management, LLC | $2.1M | 36,070 | Hold |
| 15 | Creative Planning | $2.0M | 35,500 | Hold |
| 16 | Downshift Financial, LLC | $2.0M | 35,307 | New |
| 17 | Meridian Wealth Management, LLC | $2.0M | 34,568 | Hold |
| 18 | Foundry Financial LLC | $1.7M | 29,860 | Hold |
| 19 | One Degree Advisors Inc | $1.7M | 29,094 | Trimmed |
| 20 | Royal Bank of Canada | $1.6M | 28,201 | Added |
| 21 | Farther Finance Advisors, LLC | $1.6M | 28,150 | New |
| 22 | Beacon Pointe Advisors, LLC | $1.5M | 25,840 | Hold |
| 23 | Almanack Investment Partners, LLC. | $1.5M | 25,485 | Hold |
| 24 | NewEdge Advisors, LLC | $1.3M | 23,467 | Hold |
| 25 | Meredith Wealth Planning | $1.1M | 19,556 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30