22 institutions reported holding $77.0M of EA SERIES TRUST (AMID) in SEC 13F filings for 2026-03-31. Largest institutional holders: MONETA GROUP INVESTMENT ADVISORS LLC ($58.0M), Orion Porfolio Solutions, LLC ($7.5M), Corient Private Wealth LLC ($4.5M), Maia Wealth LLC ($2.3M), Krilogy Financial LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MONETA GROUP INVESTMENT ADVISORS LLC | $58.0M | 1.8M | Trimmed |
| 2 | Orion Porfolio Solutions, LLC | $7.5M | 232,242 | Trimmed |
| 3 | Corient Private Wealth LLC | $4.5M | 138,434 | Added |
| 4 | Maia Wealth LLC | $2.3M | 71,325 | Added |
| 5 | Krilogy Financial LLC | $1.6M | 45,646 | New |
| 6 | Directional Asset Management | $862,421 | 26,830 | Trimmed |
| 7 | GTS SECURITIES LLC | $610,222 | 18,984 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $475,730 | 14,800 | Added |
| 9 | ARGENT CAPITAL MANAGEMENT LLC | $382,995 | 11,915 | Hold |
| 10 | CITADEL ADVISORS LLC | $268,916 | 8,366 | New |
| 11 | UPTICK PARTNERS, LLC | $222,822 | 6,932 | Trimmed |
| 12 | JANE STREET GROUP, LLC | $211,443 | 6,578 | New |
| 13 | WELLS FARGO & COMPANY/MN | $120,411 | 3,746 | Added |
| 14 | OSAIC HOLDINGS, INC. | $48,343 | 1,504 | Added |
| 15 | CWM, LLC | $16,361 | 509 | New |
| 16 | Clark Wealth Partners | $15,397 | 479 | Trimmed |
| 17 | MPWM ADVISORY SOLUTIONS, LLC | $6,075 | 189 | Hold |
| 18 | Private Wealth Asset Management, LLC | $5,464 | 170 | Hold |
| 19 | Vision Retirement, LLC | $1,993 | 62 | New |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $289 | 9 | New |
| 21 | UBS Group AG | $32 | 1 | New |
| 22 | VISTA FINANCE, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31