MAVF — Ea Series Trust Institutional Holders · Q2 2026
Who owns Ea Series Trust (MAVF)? 9 institutions reported holding $56.16M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Matrix Asset Advisors Inc ($54.2M), HighTower Advisors, LLC ($508,632), Dumont & Blake Investment Advisors LLC ($361,742).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATRIX ASSET ADVISORS INC/NY | $54.2M | 400,490 | Trimmed |
| 2 | HighTower Advisors, LLC | $508,632 | 3,757 | New |
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $361,742 | 2,672 | Hold |
| 4 | Royal Bank of Canada | $289,000 | 2,133 | Trimmed |
| 5 | Creative Planning | $243,959 | 1,802 | New |
| 6 | CAPITAL CITY TRUST CO/FL | $236,784 | 1,749 | Hold |
| 7 | Navis Wealth Advisors, LLC | $202,406 | 1,495 | New |
| 8 | FMR LLC | $59,298 | 438 | Added |
| 9 | UBS Group AG | $36,689 | 271 | New |
Source: SEC Form 13F filings · as of 2026-06-30