Who Owns EA SERIES TRUST (QVAL)? -- Institutional Holders (2026-06-30)
69 institutions reported holding $306.7M of EA SERIES TRUST (QVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strid Group, LLC ($101.0M), Valley Financial Group, Inc. ($18.5M), BWM Planning, LLC ($16.7M), Empirical Finance, LLC ($12.2M), Ethos Financial Group, LLC ($12.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Strid Group, LLC | $101.0M | 1.8M | Added |
| 2 | Valley Financial Group, Inc. | $18.5M | 333,192 | Added |
| 3 | BWM Planning, LLC | $16.7M | 300,787 | Added |
| 4 | Empirical Finance, LLC | $12.2M | 219,682 | Trimmed |
| 5 | Ethos Financial Group, LLC | $12.0M | 203,329 | Trimmed |
| 6 | Waverly Advisors, LLC | $11.5M | 208,210 | Trimmed |
| 7 | Stillwater Private Wealth, LLC | $10.6M | 175,036 | Added |
| 8 | One Degree Advisors Inc | $10.5M | 188,514 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $10.4M | 187,337 | Added |
| 10 | Well Done, LLC | $9.2M | 165,606 | Added |
| 11 | Kathmere Capital Management, LLC | $8.5M | 152,637 | Trimmed |
| 12 | Stokes Family Office, LLC | $7.3M | 131,695 | Trimmed |
| 13 | JPL Wealth Management, LLC | $7.1M | 127,564 | Added |
| 14 | Royal Bank of Canada | $6.1M | 110,464 | Trimmed |
| 15 | Empowered Funds, LLC | $5.8M | 104,967 | Added |
| 16 | Stratos Wealth Advisors, LLC | $5.4M | 97,797 | Trimmed |
| 17 | LPL Financial LLC | $5.1M | 92,275 | Added |
| 18 | Vise Technologies, Inc. | $4.3M | 77,055 | Added |
| 19 | Vestment Financial LLC | $3.8M | 66,778 | Added |
| 20 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.6M | 64,813 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 62,911 | Trimmed |
| 22 | Mariner, LLC | $3.1M | 56,119 | Trimmed |
| 23 | QUARRY HILL ADVISORS, LLC | $2.9M | 53,176 | Hold |
| 24 | OneDigital Investment Advisors LLC | $2.9M | 52,221 | Added |
| 25 | Equitable Holdings, Inc. | $2.1M | 37,530 | Added |
Source: SEC Form 13F filings · as of 2026-06-30