# EA SERIES TRUST (FRDM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FRDM/

- Reporting holders: 17
- Reported value: $64.7M
- 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 |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $22.3M | 319,257 | 1.5% | 6 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $14.8M | 211,409 | 2.6% | 14 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $12.8M | 183,448 | 7.3% | 12 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $9.9M | 141,166 | 2.2% | 15 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.3M | 18,213 | 0.3% | 13 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $733.8K | 10,489 | 0.0% | 2 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $716.4K | 10,076 | 0.2% | 2 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $697.8K | 9,974 | 0.1% | 3 |
| [Strong Retirement Solutions LLC](https://holderbook.com/funds/2111795-strong-retirement-solutions-llc/) | $351.8K | 5,029 | 0.2% | 3 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $298.2K | 4,263 | 0.1% | 3 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $277.2K | 3,962 | 0.1% | 2 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $263.9K | 3,621 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $192.4K | 2,750 | 0.0% | 7 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $78.1K | 1,117 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $28.0K | 400 | 0.0% | 6 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $7.0K | 100 | 0.0% | 6 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.5K | 21 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $64.7M |
| Q2 2026 | 322 | $2.7B |
| Q1 2026 | 280 | $1.9B |
| Q4 2025 | 232 | $1.4B |
| Q3 2025 | 187 | $1.0B |
| Q2 2025 | 163 | $857.0M |
| Q1 2025 | 144 | $575.7M |
| Q4 2024 | 138 | $584.4M |
| Q3 2024 | 122 | $727.5M |
| Q2 2024 | 117 | $487.3M |
| Q1 2024 | 113 | $517.9M |
| Q4 2023 | 101 | $491.1M |