11 institutions reported holding $207.8M of EA SERIES TRUST (AFOS) in SEC 13F filings for 2026-03-31. Largest institutional holders: ARS Investment Partners, LLC ($203.5M), GTS SECURITIES LLC ($694,604), Golden State Equity Partners ($621,613), ShoreHaven Wealth Partners, LLC ($604,210), IFP Advisors, Inc ($564,487). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ARS Investment Partners, LLC | $203.5M | 5.6M | Added |
| 2 | GTS SECURITIES LLC | $694,604 | 19,223 | Trimmed |
| 3 | Golden State Equity Partners | $621,613 | 17,203 | New |
| 4 | ShoreHaven Wealth Partners, LLC | $604,210 | 16,721 | Added |
| 5 | IFP Advisors, Inc | $564,487 | 15,622 | New |
| 6 | FORTRESS PRIVATE LEDGER, LLC | $477,006 | 13,201 | Added |
| 7 | MGO ONE SEVEN LLC | $346,996 | 9,603 | New |
| 8 | Tiller Private Wealth, Inc. | $281,796 | 7,799 | Added |
| 9 | NEW WAVE WEALTH ADVISORS LLC | $277,510 | 7,680 | New |
| 10 | NewEdge Advisors, LLC | $212,255 | 212,255 | Hold |
| 11 | GOLDMAN SACHS GROUP INC | $201,628 | 5,580 | New |
Source: SEC Form 13F filings · as of 2026-03-31