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.

RankInstitutionValueSharesChange
1Prism Advisors, Inc.$42.3M757,627Added
2Cresset Asset Management, LLC$29.1M520,481Trimmed
3MAI Capital Management$16.5M295,035Hold
4Quantinno Capital Management LP$6.1M108,492Hold
5Clearview Wealth Management LLC$3.9M69,865Trimmed
6Astra Wealth Partners LLC$3.0M54,495Trimmed
7Nvest Wealth Strategies, Inc.$2.8M49,699Hold
8FIRST NATIONAL BANK SIOUX FALLS$2.7M51,144Hold
9HIGHLINE WEALTH PARTNERS LLC$2.3M41,755Hold
10Bleakley Financial Group, LLC$2.2M39,665Hold
11Sanctuary Advisors, LLC$2.2M39,361Hold
12EP Wealth Advisors, LLC$1.8M32,912New
13ROTHSCHILD INVESTMENT LLC$1.8M32,501Hold
14Riverwater Partners LLC$1.6M29,285Hold
15A4 Wealth Advisors LLC$1.6M28,531Hold
16Walkner Condon Financial Advisors LLC$1.6M28,430Trimmed
17MERCER GLOBAL ADVISORS INC /ADV$1.3M22,725New
18WESCAP Management Group, Inc.$1.2M21,656Hold
19GREENWOOD CAPITAL ASSOCIATES LLC$1.2M21,521Hold
20Cambria Investment Management, L.P.$1.2M20,609New
21Empowered Funds, LLC$1.2M20,609Added
22NewEdge Advisors, LLC$1.1M18,849Hold
23HighTower Advisors, LLC$1.0M18,648Hold
24Wealthcare Advisory Partners LLC$1.0M18,306Hold
25FIDUCIENT ADVISORS LLC$857,88615,366Hold

Source: SEC Form 13F filings · as of 2026-06-30