14 institutions reported holding $451.9M of EA SERIES TRUST (BRNY) in SEC 13F filings for 2026-03-31. Largest institutional holders: BURNEY CO/ ($339.5M), Coppell Advisory Solutions LLC ($84.3M), Empowered Funds, LLC ($13.5M), Triad Wealth Partners, LLC ($6.2M), OSAIC HOLDINGS, INC. ($3.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BURNEY CO/ | $339.5M | 7.0M | Trimmed |
| 2 | Coppell Advisory Solutions LLC | $84.3M | 1.8M | Added |
| 3 | Empowered Funds, LLC | $13.5M | 277,681 | New |
| 4 | Triad Wealth Partners, LLC | $6.2M | 126,647 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $3.3M | 67,192 | Trimmed |
| 6 | Canal Capital Management, LLC | $1.8M | 36,520 | Hold |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 24,924 | New |
| 8 | Fiduciary Planning LLC | $687,080 | 14,093 | Trimmed |
| 9 | GTS SECURITIES LLC | $636,617 | 13,058 | Trimmed |
| 10 | ZEGA Investments, LLC | $316,360 | 6,489 | Added |
| 11 | Meridian Financial Partners LLC | $287,822 | 5,789 | Hold |
| 12 | Steigerwald, Gordon & Koch Inc. | $202,326 | 4,150 | Trimmed |
| 13 | UBS Group AG | $33,445 | 686 | New |
| 14 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31