9 institutions reported holding $269.6M of EA SERIES TRUST (AFOS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ARS Investment Partners, LLC ($262.4M), NEW WAVE WEALTH ADVISORS LLC ($2.7M), IFP Advisors, Inc ($1.2M), MGO ONE SEVEN LLC ($1.2M), ShoreHaven Wealth Partners, LLC ($767,535). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ARS Investment Partners, LLC | $262.4M | 5.6M | Trimmed |
| 2 | NEW WAVE WEALTH ADVISORS LLC | $2.7M | 57,273 | Added |
| 3 | IFP Advisors, Inc | $1.2M | 26,635 | Added |
| 4 | MGO ONE SEVEN LLC | $1.2M | 26,131 | Added |
| 5 | ShoreHaven Wealth Partners, LLC | $767,535 | 16,454 | Trimmed |
| 6 | PRINCIPAL SECURITIES, INC. | $473,274 | 10,146 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $473,274 | 10,146 | New |
| 8 | Tiller Private Wealth, Inc. | $364,430 | 7,813 | Added |
| 9 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30