ROE — Ea Series Trust Institutional Holders · Q3 2026
Who owns Ea Series Trust (ROE)? 3 institutions reported holding $3.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Puff Wealth Management, LLC ($3.1M), Farther Finance Advisors, LLC ($219,561), Sound Income Strategies, LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PUFF WEALTH MANAGEMENT, LLC | $3.1M | 73,570 | Added |
| 2 | Farther Finance Advisors, LLC | $219,561 | 5,157 | New |
| 3 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30