FRDM — Ea Series Trust Institutional Holders · Q3 2026
Who owns Ea Series Trust (FRDM)? 17 institutions reported holding $64.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($22.3M), Intelligence Driven Advisers, LLC ($14.8M), Longview Financial Advisors, Inc. ($12.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $22.3M | 319,257 | Trimmed |
| 2 | Intelligence Driven Advisers, LLC | $14.8M | 211,409 | Trimmed |
| 3 | Longview Financial Advisors, Inc. | $12.8M | 183,448 | Trimmed |
| 4 | TrueWealth Advisors, LLC | $9.9M | 141,166 | Trimmed |
| 5 | Prism Advisors, Inc. | $1.3M | 18,213 | Trimmed |
| 6 | Valeo Financial Advisors, LLC | $733,810 | 10,489 | Hold |
| 7 | AVAII WEALTH MANAGEMENT, LLC | $716,389 | 10,076 | Added |
| 8 | Cooper Financial Group | $697,776 | 9,974 | Added |
| 9 | Strong Retirement Solutions LLC | $351,829 | 5,029 | Added |
| 10 | Tactive Advisors, LLC | $298,239 | 4,263 | Trimmed |
| 11 | Castleview Partners, LLC | $277,182 | 3,962 | Added |
| 12 | Cambridge Financial Group, LLC | $263,947 | 3,621 | Hold |
| 13 | Farther Finance Advisors, LLC | $192,410 | 2,750 | Added |
| 14 | Investors Research Corp | $78,145 | 1,117 | Hold |
| 15 | CoreCap Advisors, LLC | $27,984 | 400 | Hold |
| 16 | MJT & Associates Financial Advisory Group, Inc. | $6,996 | 100 | Hold |
| 17 | Trust Co | $1,469 | 21 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30