9 institutions reported holding $435.5M of EA SERIES TRUST (BRNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BURNEY CO/ ($431.4M), Canal Capital Management, LLC ($2.1M), Fiduciary Planning LLC ($785,367), ZEGA Investments, LLC ($374,031), Meridian Financial Partners LLC ($339,007). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BURNEY CO/ | $431.4M | 7.4M | Added |
| 2 | Canal Capital Management, LLC | $2.1M | 36,520 | Hold |
| 3 | Fiduciary Planning LLC | $785,367 | 13,495 | Trimmed |
| 4 | ZEGA Investments, LLC | $374,031 | 6,427 | Trimmed |
| 5 | Meridian Financial Partners LLC | $339,007 | 5,789 | Hold |
| 6 | Steigerwald, Gordon & Koch Inc. | $241,517 | 4,150 | Hold |
| 7 | Impact Partnership Wealth, LLC | $238,898 | 4,105 | New |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $53,076 | 912 | New |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | $2,211 | 38 | New |
Source: SEC Form 13F filings · as of 2026-06-30