15 institutions reported holding $102.4M of EA SERIES TRUST (ENDW) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($62.0M), Private Wealth Asset Management, LLC ($11.4M), NewEdge Advisors, LLC ($11.2M), Fermata Advisors, LLC ($6.2M), Apeiron RIA LLC ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $62.0M | 1.8M | Added |
| 2 | Private Wealth Asset Management, LLC | $11.4M | 339,594 | Hold |
| 3 | NewEdge Advisors, LLC | $11.2M | 335,440 | Trimmed |
| 4 | Fermata Advisors, LLC | $6.2M | 184,765 | Added |
| 5 | Apeiron RIA LLC | $3.6M | 108,745 | Trimmed |
| 6 | NATIXIS ADVISORS, LLC | $2.9M | 87,858 | Hold |
| 7 | Onyx Bridge Wealth Group LLC | $2.7M | 81,799 | Added |
| 8 | Frazier Financial Advisors, LLC | $558,888 | 16,712 | Added |
| 9 | Kesler, Norman & Wride, LLC | $431,798 | 12,912 | Added |
| 10 | Maridea Wealth Management LLC | $385,416 | 11,525 | Added |
| 11 | Financial Enhancement Group LLC | $368,325 | 11,014 | Hold |
| 12 | CAHILL FINANCIAL ADVISORS INC | $347,637 | 10,395 | Hold |
| 13 | CITADEL ADVISORS LLC | $306,894 | 9,177 | Trimmed |
| 14 | JNBA Financial Advisors | $5,259 | 157 | Added |
| 15 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30