# EA SERIES TRUST (AFOS)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AFOS/

- Reporting holders: 13
- Reported value: $284.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ARS Investment Partners, LLC](https://holderbook.com/funds/733020-ars-investment-partners-llc/) | $262.4M | 5,625,529 | 11.5% | 5 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $9.9M | 212,255 | 0.0% | 5 |
| [NEW WAVE WEALTH ADVISORS LLC](https://holderbook.com/funds/2035324-new-wave-wealth-advisors-llc/) | $5.3M | 114,546 | 0.7% | 2 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $1.2M | 26,635 | 0.0% | 2 |
| [MGO ONE SEVEN LLC](https://holderbook.com/funds/1731444-mgo-one-seven-llc/) | $1.2M | 26,131 | 0.0% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $946.5K | 20,292 | 0.0% | 1 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $801.3K | 17,179 | 0.0% | 2 |
| [FORTRESS PRIVATE LEDGER, LLC](https://holderbook.com/funds/1718251-fortress-private-ledger-llc/) | $798.6K | 17,120 | 0.2% | 3 |
| [ShoreHaven Wealth Partners, LLC](https://holderbook.com/funds/1844922-shorehaven-wealth-partners-llc/) | $767.5K | 16,454 | 0.2% | 4 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $473.3K | 10,146 | 0.0% | 1 |
| [Tiller Private Wealth, Inc.](https://holderbook.com/funds/1663649-tiller-private-wealth-inc/) | $364.4K | 7,813 | 0.1% | 3 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $292.3K | 6,266 | 0.0% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $10.9K | 234 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 13 | $284.6M |
| Q1 2026 | 10 | $207.6M |
| Q4 2025 | 6 | $202.1M |
| Q3 2025 | 4 | $179.1M |
| Q2 2025 | 2 | $149.9M |