20 institutions reported holding $60.9M of EA SERIES TRUST (FDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: San Luis Wealth Advisors LLC ($36.7M), Arrowroot Family Office, LLC ($7.7M), Empire Financial Management Company, LLC ($6.5M), NorthRock Partners, LLC ($2.7M), Mutual Advisors, LLC ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $36.7M | 1.3M | Trimmed |
| 2 | Arrowroot Family Office, LLC | $7.7M | 276,563 | Added |
| 3 | Empire Financial Management Company, LLC | $6.5M | 233,205 | Added |
| 4 | NorthRock Partners, LLC | $2.7M | 95,504 | Trimmed |
| 5 | Mutual Advisors, LLC | $2.6M | 92,969 | Added |
| 6 | MONEY CONCEPTS CAPITAL CORP | $1.5M | 54,866 | Added |
| 7 | Andina Capital Management, LLC | $858,176 | 30,916 | Trimmed |
| 8 | FIDUCIARY FINANCIAL ADVISORS | $617,580 | 22,248 | New |
| 9 | Steelhead Wealth Management LLC | $592,000 | 21,341 | Added |
| 10 | Royal Bank of Canada | $587,000 | 21,156 | Added |
| 11 | Keeler Thomas Management LLC | $572,210 | 20,614 | New |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $79,139 | 2,851 | New |
| 13 | CoreCap Advisors, LLC | $500 | 18 | Hold |
| 14 | AE Wealth Management LLC | $444 | 16 | Hold |
| 15 | MORGAN STANLEY | $139 | 5 | Hold |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 17 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 18 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 19 | US BANCORP \DE\ | $0 | 0 | Exited |
| 20 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30