5 institutions reported holding $122.8M of EA SERIES TRUST (TRIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Evergreen Wealth Solutions, LLC ($121.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($408,157), OLD MISSION CAPITAL LLC ($312,935), Facet Wealth, Inc. ($224,516), UBS Group AG ($22,024). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Evergreen Wealth Solutions, LLC | $121.9M | 1.8M | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $408,157 | 6,301 | New |
| 3 | OLD MISSION CAPITAL LLC | $312,935 | 4,831 | New |
| 4 | Facet Wealth, Inc. | $224,516 | 3,466 | New |
| 5 | UBS Group AG | $22,024 | 340 | Added |
Source: SEC Form 13F filings · as of 2026-06-30