AFOS — Ea Series Trust Institutional Holders · Q2 2026
Who owns Ea Series Trust (AFOS)? 14 institutions reported holding $281.43M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: ARS Investment Partners, LLC ($262.4M), NewEdge Advisors, LLC ($9.9M), New Wave Wealth Advisors LLC ($2.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ARS Investment Partners, LLC | $262.4M | 5.6M | Trimmed |
| 2 | NewEdge Advisors, LLC | $9.9M | 212,255 | Hold |
| 3 | NEW WAVE WEALTH ADVISORS LLC | $2.7M | 57,273 | Added |
| 4 | IFP Advisors, Inc | $1.2M | 26,635 | Added |
| 5 | MGO ONE SEVEN LLC | $1.2M | 26,131 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $801,339 | 17,179 | Added |
| 7 | FORTRESS PRIVATE LEDGER, LLC | $798,586 | 17,120 | Added |
| 8 | ShoreHaven Wealth Partners, LLC | $767,535 | 16,454 | Trimmed |
| 9 | PRINCIPAL SECURITIES, INC. | $473,274 | 10,146 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $473,274 | 10,146 | New |
| 11 | Tiller Private Wealth, Inc. | $364,430 | 7,813 | Added |
| 12 | GTS SECURITIES LLC | $292,284 | 6,266 | Trimmed |
| 13 | MORGAN STANLEY | $10,915 | 234 | New |
| 14 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30