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AVRY — Ea Series Trust Institutional Holders · Q2 2026

Who owns Ea Series Trust (AVRY)? 7 institutions reported holding $53.33M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Arkadios Wealth Advisors ($42.9M), Avory & Company, LLC ($8.5M), Aventura Private Wealth, LLC ($686,241).

RankInstitutionValueSharesChange
1Arkadios Wealth Advisors$42.9M1.8MAdded
2Avory & Company, LLC$8.5M354,102Added
3Aventura Private Wealth, LLC$686,24128,677Added
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$649,29327,133Added
5GTS SECURITIES LLC$411,16517,182Trimmed
6Empire Financial Management Company, LLC$203,5008,504New
7UBS Group AG$00Exited

Source: SEC Form 13F filings · as of 2026-06-30