19 institutions reported holding $443.5M of EA SERIES TRUST (BRNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BURNEY CO/ ($431.4M), Triad Wealth Partners, LLC ($3.8M), OSAIC HOLDINGS, INC. ($3.5M), Canal Capital Management, LLC ($2.1M), Fiduciary Planning LLC ($785,367). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BURNEY CO/ | $431.4M | 7.4M | Added |
| 2 | Triad Wealth Partners, LLC | $3.8M | 65,220 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $3.5M | 60,801 | Trimmed |
| 4 | Canal Capital Management, LLC | $2.1M | 36,520 | Hold |
| 5 | Fiduciary Planning LLC | $785,367 | 13,495 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $403,945 | 6,941 | Trimmed |
| 7 | ZEGA Investments, LLC | $374,031 | 6,427 | Trimmed |
| 8 | Meridian Financial Partners LLC | $339,007 | 5,789 | Hold |
| 9 | Steigerwald, Gordon & Koch Inc. | $241,517 | 4,150 | Hold |
| 10 | Impact Partnership Wealth, LLC | $238,898 | 4,105 | New |
| 11 | Larson Financial Group LLC | $93,115 | 1,600 | New |
| 12 | Regatta Research & Money Management | $80,954 | 1,391 | New |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $53,076 | 912 | New |
| 14 | Geneos Wealth Management Inc. | $41,264 | 709 | New |
| 15 | EVOLUTION WEALTH MANAGEMENT INC. | $2,211 | 38 | New |
| 16 | Coppell Advisory Solutions LLC | $1,199 | 1.8M | Added |
| 17 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 18 | Empowered Funds, LLC | $0 | 0 | Exited |
| 19 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30