Who Owns EA SERIES TRUST (USEW)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $136.8M of EA SERIES TRUST (USEW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Prism Advisors, Inc. ($42.3M), Cresset Asset Management, LLC ($29.1M), MAI Capital Management ($16.5M), Quantinno Capital Management LP ($6.1M), Clearview Wealth Management LLC ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Prism Advisors, Inc. | $42.3M | 757,627 | Added |
| 2 | Cresset Asset Management, LLC | $29.1M | 520,481 | Trimmed |
| 3 | MAI Capital Management | $16.5M | 295,035 | Hold |
| 4 | Quantinno Capital Management LP | $6.1M | 108,492 | Hold |
| 5 | Clearview Wealth Management LLC | $3.9M | 69,865 | Trimmed |
| 6 | Astra Wealth Partners LLC | $3.0M | 54,495 | Trimmed |
| 7 | Nvest Wealth Strategies, Inc. | $2.8M | 49,699 | Hold |
| 8 | FIRST NATIONAL BANK SIOUX FALLS | $2.7M | 51,144 | Hold |
| 9 | HIGHLINE WEALTH PARTNERS LLC | $2.3M | 41,755 | Hold |
| 10 | Bleakley Financial Group, LLC | $2.2M | 39,665 | Hold |
| 11 | Sanctuary Advisors, LLC | $2.2M | 39,361 | Hold |
| 12 | EP Wealth Advisors, LLC | $1.8M | 32,912 | New |
| 13 | ROTHSCHILD INVESTMENT LLC | $1.8M | 32,501 | Hold |
| 14 | Riverwater Partners LLC | $1.6M | 29,285 | Hold |
| 15 | A4 Wealth Advisors LLC | $1.6M | 28,531 | Hold |
| 16 | Walkner Condon Financial Advisors LLC | $1.6M | 28,430 | Trimmed |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 22,725 | New |
| 18 | WESCAP Management Group, Inc. | $1.2M | 21,656 | Hold |
| 19 | GREENWOOD CAPITAL ASSOCIATES LLC | $1.2M | 21,521 | Hold |
| 20 | Cambria Investment Management, L.P. | $1.2M | 20,609 | New |
| 21 | Empowered Funds, LLC | $1.2M | 20,609 | Added |
| 22 | NewEdge Advisors, LLC | $1.1M | 18,849 | Hold |
| 23 | HighTower Advisors, LLC | $1.0M | 18,648 | Hold |
| 24 | Wealthcare Advisory Partners LLC | $1.0M | 18,306 | Hold |
| 25 | FIDUCIENT ADVISORS LLC | $857,886 | 15,366 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30