5 institutions reported holding $38.8M of EA SERIES TRUST (FDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: San Luis Wealth Advisors LLC ($36.7M), MONEY CONCEPTS CAPITAL CORP ($1.5M), Keeler Thomas Management LLC ($572,210), CoreCap Advisors, LLC ($500), AE Wealth Management LLC ($444). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $36.7M | 1.3M | Trimmed |
| 2 | MONEY CONCEPTS CAPITAL CORP | $1.5M | 54,866 | Added |
| 3 | Keeler Thomas Management LLC | $572,210 | 20,614 | New |
| 4 | CoreCap Advisors, LLC | $500 | 18 | Hold |
| 5 | AE Wealth Management LLC | $444 | 16 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30